Trustee Basics - Module 1
Trustee Basics Module 1 introduces the main parties to the trust – the grantor, the beneficiary, and the trustee. Additional parties to the trust are introduced, such as advisors with specific oversight functions that may be required over several generations and common types of trustees and beneficiaries. The module concludes with applied learning, a helpful resource, and a concise summary of the trust concept, key terms, responsibilities, and duties of a trustee and beneficiary.
Estimated Completion Time: 2 hours
Featured Resources:
Articles/Book
Videos
- Podcast by Patricia M. Angus entitled, The Trust Primer
- 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
