Trust Fundamentals - Course 2

  • 9 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

Trust Fundamentals Course 2 describes the forms that trusts can take and the different types of trusts in each category that have different rules, terms, tax consequences, purposes, powers, and limitations. Read More

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Overview

  • Goals

Living Trusts

  • Categorizations and Types

Trusts and Wills

  • Trust Benefits and Use Without Wills

  • Trust Use With Wills

Trusts and POAs

  • Trusts Used With or In Place of POAs

Life Cycle of Trusts

  • Rule Against Perpetuities

  • Dynasty Trusts

  • Homework I

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Trust Fundamentals Course 2 describes the forms that trusts can take and the different types of trusts in each category that have different rules, terms, tax consequences, purposes, powers, and limitations. By the end of this course, students will know how a trust can substitute for and can be used with a will, how a trust interacts with a power of attorney, and the laws that govern the lifecycles of trusts.

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