Trust Fundamentals - Course 3

  • 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 3 explores the most widely used type of trust, irrevocable trust structures and it is variations in greater detail. Read More

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Overview

  • Goals

Intention of Trusts

  • The Principle of Future Interests

  • A Case Regarding Future Interest

Trust Structures

  • Frequently Used Irrevocable Trusts

  • Less Common Irrevocable Trusts

Philanthropic Trusts

  • Philanthropic Trusts Overview

  • Charitable Trust Types

  • Homework I

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Trust Fundamentals Course 3 explores the most widely used type of trust, irrevocable trust structures and it is variations in greater detail. How these trusts can be used to achieve philanthropic, asset protection, wealth transfer, and legacy goals is discussed. Students will learn about “The Principle of Future Interests” as it relates to the wishes of grantors. Finally, the course reviews some of the legal background for trusts and critical case law that have influenced trust law.

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