Trustee Basics - Module 3

  • 11 Lessons

  • Duration

    2 Hours

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 3 focuses on the types of trustees, exploring the role, responsibility, and differences between an individual trustee, a family member trustee, a non-family member trustee, and a corporate trustee. Read More

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Overview

  • Learning Objectives

    1 Minute

The Types of Trustees

  • Individual Trustee

    1 Minute
  • Family Member Trustees

    3 Minutes 23 Seconds
  • Homework I - Trustee as Regent

    30 Minutes
  • Non-Family Member Trustees

    3 Minutes
  • Homework II - Trustee as Mentor

    30 Minutes
  • Corporate Trustees

    4 Minutes
  • Homework III - Trustee Pros and Cons

    15 Minutes

Case Study: The Rollins Family

  • Case Study: Background

    15 Minutes
  • Homework IV - Rollins Case Study

    30 Minutes

Conclusion

  • Wrap Up

    30 Seconds

Test Your Knowledge

  • Quiz Locked

Trustee Basics Module 3 focuses on the types of trustees, exploring the role, responsibility, and differences between an individual trustee, a family member trustee, a non-family member trustee, and a corporate trustee.  This module also utilizes a real-life case study to demonstrate the dynamics of a family in conflict involving family member trustees.

Estimated Completion Time: 2 hours

Featured Resources:

     Articles/Books

  •  “Trustee as Regent” by James E. Hughes Jr., Esq. and Patricia M. Angus, Esq.
  •  “The Trustee as Mentor" by James E. Hughes Jr., Esq.
  •  "Settlement reached in Heated Family Dispute Over Rollins Fortune" by Bill Rankin
  • "Inside an $8 Billion Feud: Who Poisoned the Orkin Fortune" by Clare O'Connor
  •  Pirani v. Pirani case study

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