Trustee Basics - Module 1

  • 8 Lessons

  • Duration

    2 Hours

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

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. Read More

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Overview

  • Learning Objectives

    1 Minutes 13 Seconds

Introduction: Parties to a Trust

  • Parties to a Trust

    2 Minutes 45 Seconds
  • Additional Parties to a Trust

    2 Minutes 5 Seconds

Understanding the Trustscape

  • Mapping the Trustscape

    34 Minutes 40 Seconds
  • Family Trusts Book

    1 Hours

Best Practices for the Trustee

  • The Trustee Primer

    5 Minutes
  • Homework I

    30 Minutes

Conclusion

  • Wrap Up

    30 Seconds

Test Your Knowledge

  • Quiz Locked

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

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Customers Review

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2 customer ratings

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Sharon R.
Nov 09, 2022
I appreciated the extra reading The Trustee Primer. I bought the book to supplement my learning. Good information in an easy to understand language.
Bruce S.
Aug 01, 2022
Relevant and helpful information for our personal family trust situation.