Beneficiary Fundamentals - Module 3
Beneficiary Fundamentals Module 3 focuses on the core responsibilities of a beneficiary, exploring how this role is unique, the special characteristics, and the best practices of a successful beneficiary. The module then expands on the important duties of the beneficiary, including education and empowerment, monitoring and management, and planning. This module is perfect for those with some basic understanding of a beneficiary.
Prerequisites: Beneficiary Fundamentals - Module 2 is recommended
Estimated Completion Time: 52 minutes
Featured Resources:
Articles/Books
- The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts Part 1 and 2 by Patricia M. Angus, Esq.
- "How Will a Trust Affect Your Relationships" by Dr. Kirby Rosplock
Videos
- Podcast by Dr. Jim Grubman entitled, Autonomy, Accountability, and Responsibilities Around a Trust
- 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
