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Iowa Trust Association

Helping trust professionals improve service to customers and promoting a spirit of cooperation among trust professionals.

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2026 ITA Fall Conference Handouts

Iowa Division of Banking Update

Iowa Estate Recovery Outline – Chatman

AI & Compliance – Schupp

Discretionary Trusts – Repp

CE Hours

  • CE Hours -7.0  activity 442228
  • CTFA 8.5
  • CRCM 4.25
  • CFP Hours – 6.0 Do you need CFP hours? Please complete this form.

ITA News

  • Fiduciary Issues in 1041s
  • ITA Fall Webinar Series
  • 2025 Will & Trust Forms

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Iowa Trust Association

8901 Northpark Dr.., Johnston, IA 50131 • 1-800-987-7365

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