Trustee Basics - Course 3

  • 11 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 3 focuses on the various ‘forms’ that the trustee can take, specifically those categorized as individual trustees and as institutional trustees, and their advantages and disadvantages Read More

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Overview

  • Goals

The Types of Trustees

  • Individual Trustee

  • Family Member Trustees

  • Non-Family Member Trustees

  • Homework I

Institutional Fiduciaries

  • Corporate Trustees

  • Delegated vs. Directed Trusts

  • Private Trust Company

  • Private Trust Company Set Up

  • Homework II

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Trustee Basics Course 3 focuses on the various ‘forms’ that the trustee can take, specifically those categorized as individual trustees and as institutional trustees, and their advantages and disadvantages. Additionally, institutional fiduciaries, commercial trust companies, and private trust companies (PTC) and setting up a PTC are explored. The course also discusses the purpose and role of co-trustees.

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