Trust Fundamentals - Module 3
Trust Fundamentals Module 3 explores the most widely used type of trust, irrevocable trust structures, and their 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. This module is perfect for those with an advanced understanding of Trusts.
Prerequisites: Trust Fundamentals - Module 2
Estimated Completion Time: 39 minutes
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
