Trust Admin & Working With Advisors - Course 1

  • 14 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

Course 1 of Trust Administration and Working with Advisors builds the foundational understanding of how a trust is administered. This course explores the essential questions to ask to understand how a trust is administered, as well as the key duties of the trustee relative to trust administration. Read More

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Overview

  • Goals

Trustee Administration

  • Trust Administration Questions

Trustee Fiduciary Oversight

  • Ethical Considerations

Trust Administration Steps

  • Step 1: Assume Control

  • Step 2: Administer the Trust

  • Homework I

  • Step 3: Understand Trust Administration Parties

  • Step 4: Review the Trust - Homework II

Trust Administration Overview

  • Beneficiary Role

  • Monthly Financial Review

  • Key Dates

  • Monitoring Trust Investments

  • Trustee Communication re: Trust Investments

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Course 1 of Trust Administration and Working with Advisors builds the foundational understanding of how a trust is administered. This course explores the essential questions to ask to understand how a trust is administered, as well as the key duties of the trustee relative to trust administration. Students learn the four steps of trust administration which include:

  1. Assuming control,
  2. Administering the trust,
  3. Understanding the trust parties, and
  4. Reviewing the trust.
Course 1 contains applied learning exercises for trust administration and concludes with a trust administration overview from the perspective of the beneficiary.

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