Trust Fundamentals - Module 3
Trust Fundamentals Module 3 explores the most widely used type of trust, irrevocable trust structures and it is variations in greater detail. How these trusts can be used to achieve philanthropic, asset protection, wealth transfer, and legacy goals are discussed. Students will learn about “The Principle of Future Interests” as it relates to the wishes of grantors. Finally, the module reviews some of the legal background for trusts and critical case law that have influenced trust law.
Estimated Completion Time: 39 mintues
Featured Resources:
Articles/Books
- "Lux vs. Lux" by casebreif.com
- National Center for Philanthropy
- Council of Foundations
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- 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
