Trustee Basics - Course 1

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.