Trust Fundamentals - Module 3

  • 9 Lessons

  • Duration

    39 Minutes

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Trust Fundamentals Module 3 explores the most widely used type of trust, irrevocable trust structures and it is variations in greater detail. Read More

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Overview

  • Learning Objectives

    1 Minutes

Intention of Trusts

  • The Principle of Future Interests

    3 Minutes
  • A Case Regarding Future Interest

    9 Minutes 40 Seconds

Trust Structures

  • Frequently Used Irrevocable Trusts

    3 Minutes
  • Less Common Irrevocable Trusts

    3 Minutes

Philanthropic Trusts

  • Philanthropic Trusts Overview

    2 Minutes
  • Charitable Trust Types

    3 Minutes
  • Homework I

    15 Minutes

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Trust Fundamentals Module 3 explores the most widely used type of trust, irrevocable trust structures and it is variations in greater detail. How these trusts can be used to achieve philanthropic, asset protection, wealth transfer, and legacy goals are discussed. Students will learn about “The Principle of Future Interests” as it relates to the wishes of grantors. Finally, the module reviews some of the legal background for trusts and critical case law that have influenced trust law.

Estimated Completion Time: 39 mintues

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Rebecca K.
Dec 09, 2023
Informative. Especially clear on types and purposes of charitable trusts. Thank you!