Advanced Trustee Skills - Estate Planning Basics, Foundations of Tax, Personal Finance Fundamentals
What will be different after this learning plan:
You’ll confidently evaluate complex trustee decisions, educate and mentor beneficiaries, and collaborate effectively with advisors on tax, estate, and financial matters.
Recommended Learning Plan
✅ Estate Planning Basics — Strengthen your understanding of estate planning structures to help beneficiaries grasp how plans support generational goals.
✅ Foundations of Tax — Develop conversational competence in tax concepts so you can support and educate beneficiaries while collaborating effectively with advisors.
✅ Personal Finance Fundamentals — Build fluency in key financial concepts and statements so you can confidently guide beneficiaries in understanding their financial position.
Suggested timeline: Four months of self directed, focused on mastery and applying knowledge to support and educate beneficiaries while collaborating with advisors.
Program Outline
Estate Planning Basics
Estate Planning Basics discusses both the financial and emotional aspects of estate planning and reviews the key documents that can be part of an estate planning strategy. The modules review the process and decision-making involved in setting up an estate plan, including evaluating the intent of the settlor and planning for fairness and equity over generations. This course highlights using wills and uses cases to demonstrate the importance of having a clearly defined will.
Foundations of Tax
Foundations of Tax includes three modules that cover the history and purpose of taxation, personal income taxes, the role of taxes in estate planning, and entity and charitable taxation. The course reviews taxes at the state and federal levels and features an estate freeze case study.
Personal Finance Fundamentals
Personal Finance Fundamentals covers the basics of practical financial skills starting with financial planning, risk management, and personal budgeting. The course moves on to corporate financial statements and builds up to analyzing key performance measures and ratios. This course also covers how to read core financial statements including a balance sheet, cashflow statement, and income statement. Finally, learners will apply knowledge through an in-depth case study that encourages critical thinking and problem-solving to make complex financial decisions.
Pricing
$3,500
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
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