Trustee Basics - Module 2
Trustee Basics Module 2 focuses on the core responsibilities and primary duties of the trustee. Four primary oversight areas of the trustee are explored including:
- administration and monitoring of the trust
- investment oversight
- distribution authority
- education and empowerment of the beneficiary
- planning with respect to the beneficiary’s trust
The module prepares trustees for conversations with trust parties and provides considerations when evaluating a potential trustee role.
Estimated Completion Time: 1. 5 hours
Featured Resources:
Articles/Books
- Trustee Worksheet for Preparing Conversations with Trust Parties, Tamarind Learning
- Trustee Candidate Checklist, Tamarind Learning
- Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators Chapter 14, “Requests for Distribution” by Hartley Goldstone, James E. Hughes, and Keith Whitaker
- "Inside an $8 Billion Family Feud: Who Poisoned the Orkin Fortune" by Clare O'Connor
- "Settlement Reached in Heated Family Dispute Over Rollins Fortune" by Bill Rankin
- 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
