Trust Fundamentals - Course 1

  • 16 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

In Course 1 of Trust Fundamentals, both the purpose of trusts and the history of trusts, dating back to the Roman Empire and the Crusades, are reviewed. Read More

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Overview

  • Goals

Trust Background

  • Trust History

  • History - Part I

  • History - Part II

Trust Categories

  • Primary Categories of a Trust

  • Trust's Income Distribution

  • Trust's Income Distribution Examples

  • Trust's Complex Language

Parties to a Trust

  • Main Parties

  • Additional Parties - Part I

  • Additional Parties - Part II

  • Additional Parties III

  • Homework I

The Descendants

  • Matt's Role as Trustee

  • Homework II

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

In Course 1 of Trust Fundamentals, both the purpose of trusts and the history of trusts, dating back to the Roman Empire and the Crusades, are reviewed. The course proceeds with the nuts and bolts of the primary trust categories, trust income distribution categories, and complex trust language. Students learn about the main parties to a trust as well as the additional parties to a trust, either individuals or corporate. The role of a trustee in a dynastic family trust is explored through a fictional case of a family grappling with complex estate planning issues.

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