Beneficiary Fundamentals
Beneficiary Fundamentals is composed of four progressive learning modules beginning with the foundational knowledge of the roles, responsibilities, and duties of a beneficiary and progressing to more advanced learning through an applied case study course that features both the grantor's and beneficiary's perspectives. Participants will bolster the knowledge and skills needed to engage in the next family meeting, family council, board room, or everyday life.
This 100% online course allows individuals and families to get started right away and work at their own pace.
This comprehensive course includes:
- Interactive course content
- Additional readings from industry experts
- Curated book chapters from Borrowed from Your Grandchildren by Dennis Jaffe and The Beneficiary Primer by Patricia Angus
- Optional text narration
- Four applied learning homework assignments, including a guided interactive values exercise
- Six video podcasts
Program Outline
Beneficiary Fundamentals
This course covers what it means to be the beneficiary of a trust or significant wealth, starting with the importance of a settlors’ goals, motivations, and intentions for passing along wealth. The content reviews the four “M’s” that inspire beneficiaries to be stewards of wealth – not just recipients – and how a beneficiary’s relationship to trustees changes from childhood to adulthood. After establishing the foundation of beneficial ownership, the course delves into a beneficiary’s duties and responsibilities. Finally, the course concepts are blended into an interactive case study that features settlors and beneficiaries’ perspectives.
Pricing
$1,100
Individual: 1 User
- Access to 4 Modules
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
Group Pricing Available
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Pace with Group or Individually
- Total Privacy
- Additional Features
- Track Progress of Group
- Share Notes, Questions, & Thoughts
- Document Storage
- Contact Us for payment options
- 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 1-3 weeks with approximately 2-3 hours per week of study. If you put in more hours per week, you will finish sooner.
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