The field of trust management encompasses legal, tax, accounting, investment and financial topics pertaining to managing trusts. In the trust management minor, you’ll learn how to build and maintain relationships with trust clients and corporate partners in the field of high net-worth planning. You’ll study strategies for efficient intergenerational transfer of wealth and achieving clients’ personal estate planning, philanthropic and financial goals. This unique learning opportunity is not available at many other universities.

Through the minor coursework and internship, you’ll build a foundation of skills and experience for a career in the areas of tax, finance or law in the trusts and estates field.

The trust management minor is open to all UD students (non-Lerner students must complete prerequisite courses).

You’ll prepare for jobs like:

Trust Administrator
Wealth Planner
Relationship Manager
Trust Officer
Compliance Officer
Fiduciary Tax Adviser
Fiduciary Investment Manager

Hear from these students/former graduates about their experience in the minor and the trust management field:
Matthew Smith, Class of 2021 - TMM Student
Jordan Battee, Class of 2020 – Bank of America
Abigail Quinn, Class of 2021 – Interned at JPM and Bryn Mawr Trust company
Sam Finfer, Class of 2021 – Interned at First State Trust Company
Daniel Worthington, Class of 2020 - US Trust Company of Delaware
Laura Russo, Class of 2019 - WTC