Beneficiary Fundamentals - Module 3
Beneficiary Fundamentals Module 3 focuses on the core responsibilities of a beneficiary, exploring how this role is unique, the special characteristics, and the best practices of a successful beneficiary. The module then expands on the important duties of the beneficiary including education and empowerment, monitoring and management, and planning.
Estimated Completion Time: 1 hour
Featured Resources:
Articles/Books
- The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts Part 1 and 2 by Patricia M. Angus, Esq.
- "How Will a Trust Affect Your Relationships" by Dr. Kirby Rosplock
Videos
- Podcast by Dr. Jim Grubman entitled, "Autonomy, Accountability, and Responsibilities Around a Trust"
- 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 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
