Trustee Basics - Module 3
Trustee Basics Module 3 focuses on the various ‘forms’ that the trustee can take, specifically those categorized as individual trustees and as institutional trustees, and their advantages and disadvantages. Additionally, institutional fiduciaries, commercial trust companies, and Private Trust Companies (PTC) and setting up a PTC are explored. The module also discusses the purpose and role of co-trustees.
Estimated Completion Time: 1.5 hours
Featured Resources:
Articles/Books
- "The Trustee as Regent Within a Family Governance System" by James E. Hughes, Jr., Esq., & Patricia M. Angus, Esq.
- "The Trustee as Mentor" by Patricia M. Angus, Esq.
- The Complete Family Office Handbook, 2nd edition Chapter 15, "Private Trust Companies: Creating the Ideal Trustee"
- 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
