Trustee Basics - Module 1

  • 8 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

Trustee Basics Module 1 introduces the main parties to the trust – the settlor, the beneficiary, and the trustee. The module 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. Read More

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Overview

  • Learning Objectives

Introduction: Parties to a Trust

  • Parties to a Trust

  • Additional Parties to a Trust

Understanding the Trustscape

  • Mapping the Trustscape

  • Family Trusts Book

Best Practices for the Trustee

  • The Trustee Primer

  • Homework I

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Trustee Basics Module 1 introduces the main parties to the trust – the settlor, the beneficiary, and the trustee. The module 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:
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