Trustee Basics - Course 1

  • 8 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

Trustee Basics Course 1 introduces the main parties to the trust – the grantor, the beneficiary, and the trustee. Additional parties to the trust are introduced, such as advisors with specific oversight functions that may be required over several generations and common types of trustees and beneficiaries. Read More

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Overview

  • Goals

Introduction: Parties to a Trust

  • Parties to a Trust

  • Additional Parties to a Trust

Understanding the Trustscape

  • Understanding the Trustscape

  • Family Trusts Book

Best Practices for the Trustee

  • The Trustee Primer

  • Homework I

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Trustee Basics Course 1 introduces the main parties to the trust – the grantor, the beneficiary, and the trustee. Additional parties to the trust are introduced, such as advisors with specific oversight functions that may be required over several generations and common types of trustees and beneficiaries. The course concludes with applied learning and a helpful resource and concise summary of the trust concept, key terms, responsibilities, and duties of a trustee and beneficiary.

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