Trust Fundamentals - Module 2 (Canadian)

  • 10 Lessons

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 2 living trusts, how trusts are used with a will, other types of trusts such as spousal trusts, joint partner trusts, and alter ego trusts. Read More

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Overview

  • Learning Objectives

Living Trusts

  • Trust Categories and Tax Considerations

  • Trust Benefits Compared to Wills

Trusts and POAs

  • Other Types of Trusts

  • Spousal Alter Ego and Joint Partner Trusts - Common Benefits

  • Homework I

Trusts and Probate

  • Trusts and Probate Planning

  • Pirani Case Study

  • Rule Against Perpetuities

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Trust Fundamentals Module 2 living trusts, how trusts are used with a will, other types of trusts such as spousal trusts, joint partner trusts, and alter ego trusts. Additionally, Trust Fundamentals Module 2 discusses trusts and probate and the Rule Against Perpetuities.

Estimated Completion Time: 1 hour
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