Trustee Basics - Module 1
Trustee Basics Module 1 introduces the main parties to the trust – the settlor, the beneficiary, and the trustee. The course explores the "trustscape", an activity to look at the relationships among the different parties to the trust and feelings, emotions, opportunities, and questions that may exist. The module concludes with applied learning and a helpful resource and a concise summary of the trust concept, key terms, responsibilities, and duties of a trustee and beneficiary.
Estimated Completion Time: 2 hours
Featured Resources:
Videos
- Podcast with Patricia M. Angus entitled, The Beneficiary Primer
Articles/Books
- Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators Chapters 1–5, by Hartley Goldstone, James E. Hughes Jr., and Keith Whitaker
- The Trustee Primer: A Guide for Personal Trustees by Patricia M. Angus
- 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
