Beneficiary Fundamentals
This course covers what it means to be the beneficiary of a trust or significant wealth, starting with the importance of a grantor’s 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 grantor's and beneficiaries’ perspectives.
Program Outline
Required
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
- Unlimited Access
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
$5,500
Group: 2-10 Users
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Track Progress of Group
- Full Access to Courses
- Pace with Group or Individually
- Share Notes, Questions, & Thoughts
- Document Storage
- Content Updated Regularly
- Total Privacy
- Unlimited Access for 1 Year
- 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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