Beneficiary Fundamentals - Module 4

  • 16 Lessons

  • Duration

    38 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

Beneficiary Fundamentals Module 4 shares a fictionalized, anonymized case study that illustrates the relationship between trustees and their beneficiaries. The case provides insights into the beneficiary and trustee relationship and focuses on education and empowerment. Read More

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Overview

  • Learning Objectives

    1 Minutes 33 Seconds

Waithram Family Background

  • Introduction

    2 Minutes
  • The Trustees and Beneficiaries

    9 Minutes 40 Seconds

A Well-Laid Plan

  • The Waithram Estate Plan

    1 Minutes 2 Seconds
  • The Parent's Perspective

    2 Minutes 1 Seconds
  • The Daughters' Perspectives

    3 Minutes

Challenges and Progress

  • Geography

    2 Minutes 10 Seconds
  • A Family Mission

    1 Minutes 13 Seconds
  • Questions Remaining

    1 Minutes 47 Seconds

Applied Learning

  • Trustees SWOT Analysis

    2 Minutes 39 Seconds
  • Beneficiary SWOT Analysis

    1 Minutes 49 Seconds

The Case Takeaways

  • A False Start

    2 Minutes 5 Seconds
  • A New Day for the Beneficiaries

    2 Minutes 30 Seconds
  • A Unified Family for the Trustees

    2 Minutes 30 Seconds
  • Waithram Case Highlights

    2 Minutes 30 Seconds

Conclusion

  • Wrap Up

    30 Seconds

Test Your Knowledge

  • Quiz Locked

Beneficiary Fundamentals Module 4 shares a fictionalized, anonymized case study that illustrates the relationship between trustees and their beneficiaries. The case provides insights into the beneficiary and trustee relationship and focuses on education and empowerment.

Estimated Completion Time: 40 minutes

Customers Review

4.9 out of 5

4 customer ratings

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Jeff S.
Jul 26, 2024
Case example was very well done.
Sharon R.
Nov 07, 2022
I have enjoyed learning in each of the modules. The information is relevant.
Bruce S.
Jul 31, 2022
The "real life" story told in this course was very helpful and somewhat relevant to our family's personal experience.
Amy H.
Nov 10, 2021
Very relevant and important material. User friendly and comprehensible