Trustee Basics - Course 2

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.