Trust Fundamentals
Trust Fundamentals consists of three progressive learning modules. It begins with an exploration of the historical context of trusts, dating back to the Roman Empire and the Crusades. Participants will gain insights into the intricacies of primary trust categories, income distribution categories, and complex trust language. The course also delves into understanding how a trust can serve as a substitute for and complement a will as well as reviewing the legal backgrounds for trusts and critical cast law that have shaped trust law.
This 100% online course allows individuals and families to get started right away and work at their own pace.
This comprehensive course includes:
- Interactive course content
- Additional readings from industry experts
- Curated book chapter from Estate and Trust Administration for Dummies, 2nd ed. by Margaret Atkins Munro, EA and Kathryn A. Murphy Esq.
- Optional text narration
- Five applied learning homework assignments
- Four podcast videos & video excerpts from the awarding winning film, The Descendants
Program Outline
Required
Trust Fundamentals
Trust Fundamentals dives deeply into trust structures, starting with the history of trusts to the role trusts play in complex estate plans. This course highlights living trusts, irrevocable trusts, charitable/philanthropic trusts, dynasty trusts, and the role that trusts play when wills and power of attorney are present.
Pricing
$1,100
Individual: 1 User
- Access to 3 Modules
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
Group Pricing Available
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Pace with Group or Individually
- Total Privacy
- Additional Features
- Track Progress of Group
- Share Notes, Questions, & Thoughts
- Document Storage
- Contact Us for payment options
- 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 course is designed to take 1-3 weeks with approximately 2-3 hours per week of study. If you put in more hours per week, you will finish sooner.
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