Trustee Basics - Module 2

  • 13 Lessons

  • Duration

    110 Minutes

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 2 focuses on the core responsibilities and primary duties of the trustee. Four primary oversight areas of the trustee are explored including: Read More

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Overview

  • Learning Objectives

    1 Minutes 43 Seconds

Characteristics of the Trustee

  • Trustee Characteristics

    2 Minutes 51 Seconds

Duties of the Trustee

  • Administration

    3 Minutes
  • Investment

    3 Minutes
  • Distribution

    1 Minutes 29 Seconds
  • Homework I - Requests for Distribution

    40 Minutes
  • Education and Empowerment

    3 Minutes

Knowledge Check

  • Trustee Duties Matching Exercise

    1 Minutes 40 Seconds

Case Study: The Rollins Family

  • Summary and Background

    15 Minutes
  • Homework II - Trustee Worksheet

    30 Minutes

Duties of the Beneficiary

  • Overview

    1 Minutes 19 Seconds

Trustee Considerations

  • Stepping Up as Trustee

    6 Minutes 40 Seconds

Conclusion

  • Wrap Up

    30 Seconds

Test Your Knowledge

  • Quiz Locked

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:
  1. administration and monitoring of the trust
  2. investment oversight
  3. distribution authority
  4. education and empowerment of the beneficiary
  5. 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

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Customers Review

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Amy S.
Nov 22, 2023
I am finding it very informative to learn about specifics of what a trustees duties are. This is laid out in a concise and easy to understand format.
Sharon R.
Nov 10, 2022
This module gets much more into the details of being a Trustee. I wish I had taken this course sooner. I am learning so many things I wish I had known, My family did not communicate with me and this is so helpful.