Trust Fundamentals - Module 2

  • 11 Lessons

  • Duration

    61 Minutes

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

Trust Fundamentals Module 2 living trusts, how trusts are used with a will, other types of trusts such as spousal trusts, joint partner trusts, and alter ego trusts. Read More

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Overview

  • Learning Objectives

    1 Minutes
  • Learning Objectives

    1 Minutes

Living Trusts

  • Trust Categories and Tax Considerations

    2 Minutes
  • Trust Benefits Compared to Wills

    1 Minutes 30 Seconds

Trusts and POAs

  • Other Types of Trusts

    8 Minutes 20 Seconds
  • Spousal Alter Ego and Joint Partner Trusts - Common Benefits

    2 Minutes
  • Homework I

    30 Minutes

Trusts and Probate

  • Trusts and Probate Planning

    2 Minutes
  • Pirani Case Study

    6 Minutes
  • Rule Against Perpetuities

    7 Minutes

Conclusion

  • Wrap Up

    30 Seconds

Test Your Knowledge

  • Quiz Locked

Trust Fundamentals Module 2 living trusts, how trusts are used with a will, other types of trusts such as spousal trusts, joint partner trusts,  and alter ego trusts. Additionally, Trust Fundamentals Module 2 discusses trusts and probate and the Rule Against Perpetuities.

Estimated Completion Time:
1 hour

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Eric F.
Feb 09, 2023
Great content and case examples presented. Repeating earlier modules but still good re-inforcement
Becky M.
Oct 25, 2022
I enjoyed the module!