Trustee Basics - Course 3 (Canadian)

  • 10 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 types of trustees, exploring the role, responsibility and differences between an individual trustee, a family member trustee, a non-family member trustee, and a corporate trustee. Read More

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Overview

  • Goals

The Types of Trustees

  • Individual Trustee

  • Family Member Trustees

  • Homework I

  • Non-Family Member Trustees

  • Corporate Trustees

  • Homework II

Case Study: The Rollins Family

  • Case Study: Background

  • Homework III

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Trustee Basics Course 3 focuses on the types of trustees, exploring the role, responsibility, and differences between an individual trustee, a family member trustee, a non-family member trustee, and a corporate trustee.  This course also utilizes a real-life case study to demonstrate the dynamics of a family in conflict involving family member trustees.

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