Trust Fundamentals - Course 3
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
Kirby RosplockPh.D. Founder and CEO
Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t). . . in real time, around the board or dining room table. Humbled by her upbringing, today Kirby is a recognized teacher, advisor, author, and speaker in the family wealth industry. She is the founder of Tamarind Partners, Inc., a research, advisory, and consultancy firm where she and her team work with families, operators, advisors, and institutions connected to the family office landscape. Kirby provides leading edge insights, knowledge, and family education that is curated, practical, and hands-on. Kirby is Dean of Family Office at the Purposeful Planning Institute, a Fellow and Family Governance Faculty of the Family Firm Institute (FFI), co-trustee of the Harbeck Family Foundation, and is on the advisory board of Merton Venture Philanthropy and the board of directors of Hope Trust. She speaks and consults internationally on her research, books, and experiences with wealth and enterprising families.
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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Intention of Trusts
The Principle of Future Interests
A Case Regarding Future Interest
Frequently Used Irrevocable Trusts
Less Common Irrevocable Trusts
Philanthropic Trusts Overview
Charitable Trust Types
Test Your Knowledge
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.