Trustee Basics - Module 2 (Canadian)

Trustee Basics Module 2 focuses on the core responsibilities and primary duties of the trustee. Four primary oversight areas of the trustee are explored including:

1. administration and monitoring of the trust
2. investment oversight
3. distribution authority
4. education and empowerment of the beneficiary

The module prepares trustees for conversations with trust parties and provides considerations when evaluating a potential trustee role.

Estimated Completion Time: 81 minutes

Featured Resources:

   Articles/Books

•  Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators Chapter 14, by Hartley Goldstone, James E. Hughes Jr., and Keith Whitaker
• Trustee Candidate Checklist, Tamarind Learning
• Trustee Worksheet, Tamarind Learning