Trustee Basics - Course 4

  • 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 4 provides further guidance on various approaches to identifying individual and corporate trustees. Steps are discussed regarding the process of sourcing trustee candidates, including writing a job description, vetting, interviewing, and prioritizing the best candidates. Read More

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Overview

  • Goals

Trustee Search Process

  • Trustee Job Description

  • Sourcing and Vetting

  • The Interview

  • Best Practices

  • Trustee Compensation

  • Trustee Compensation (cont.)

Exiting Trustees

  • Trustee Offboarding

  • Trustee Offboarding (cont.)

  • Homework I

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Trustee Basics Course 4 provides further guidance on various approaches to identifying individual and corporate trustees. Steps are discussed regarding the process of sourcing trustee candidates, including writing a job description, vetting, interviewing, and prioritizing the best candidates. This course also shares insights regarding trustee compensation and effective ways to transition trustee duties to a successor.
  • What key criteria is important to identify when you need to fill particular trustee positions?
  • How do you craft the position description and set the expectation for the type of trustee you hope to attract?
  • Where do you find good trustee candidates?
  • How do you set them up for success once selected?

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