Trustee Basics - Course 2

  • 13 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 2 focuses on the core responsibilities and primary duties of the trustee. Four primary oversight areas of the trustee are explored including: Read More

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Overview

  • Goals

Characteristics of the Trustee

  • Trustee Characteristics

Duties of the Trustee

  • Administration

  • Investment

  • Distribution

  • Homework I

  • Education and Empowerment

Knowledge Check

  • Trustee Duties Matching Exercise

Case Study: The Rollins Family

  • Summary and Background

  • Homework II

Duties of the Beneficiary

  • Overview

Trustee Considerations

  • Stepping Up as Trustee

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Trustee Basics Course 2 focuses on the core responsibilities and primary duties of the trustee. Four primary oversight areas of the trustee are explored including:
  1. administration and monitoring of the trust,
  2. investment oversight,
  3. distribution authority,
  4. education and empowerment of the beneficiary, and
  5. planning with respect to the beneficiary’s trust.
The courseprepares trustees for conversations with trust parties and provides considerations when evaluating a potential trustee role.

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