Beneficiary Fundamentals - Course 2

  • 8 Lessons

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

Beneficiary Fundamentals Course 2 focuses on beneficiary and trustee relationships, including how the relationship evolves over time from the beneficiary’s childhood to adulthood. The types and nature of the fiduciary relationship are also explored. Read More

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Overview

  • Goals

Beneficiary and Trustee Relationships

  • The Typical Lifetime Evolution

  • The Childhood Relationship

  • The Adult Relationship

Fiduciary Relationships

  • Types of Relationships

  • The Nature of Relationships

  • Homework I

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Beneficiary Fundamentals Course 2 focuses on beneficiary and trustee relationships, including how the relationship evolves over time from the beneficiary’s childhood to adulthood. The types and nature of the fiduciary relationship are also explored. At the end of the course, learning checks challenge the student on their knowledge gained of the trustee/beneficiary relationship.

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