Trustee Basics
Trustee Basics consists of four progressive learning modules. It starts with an introduction to the main parties involved in the trust, common types of trustees, and the roles and responsibilities associated with trusteeship. Participants will explore strategies for preparing trustees for meaningful conversations with trust parties and progress to more sophisticated content through an applied learning case study, complemented by a variety of downloadable trustee resources for added support.
This 100% online course allows individuals and families to get started right away and work at their own pace.
This comprehensive course includes:
- Interactive course content
- Additional readings from industry experts
- Curated book chapters from Family Trusts: A Guide for Beneficiaries, Trust Protectors, and Trust Creators by Hartley Goldstone, James Hughes Jr., and Keith Whitaker ; The Trustee Primer: A Guide for Personal Trustees by Particia Angus and The Complete Family Office Handbook by Kirby Rosplock
- Downloadable resources
- Optional text narration
- Seven applied learning homework assignments
- One podcast video
Program Outline
Trustee Basics
Trustee Basics is a continuation of the learning established in Beneficiary Fundamentals and puts the learner in the shoes of a trustee. The course starts by establishing the main parties to a trust and defines the role of a trustee. The subsequent modules provide an overview of the responsibilities and duties of a trustee and reviews the beneficiary’s duties in the trust relationship. This course includes worksheets and resources that help an individual work through if they are ready to take on the responsibility and duty of becoming a trustee. Additionally, Trustee Basics covers institutional trustees, the purpose of a private trust company, and how to evaluate trustee candidates and monitor their performance over time.
Pricing
$1,100
Individual: 1 User
- Price is in USD
- Unlimited Access
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
$5,500
Group: 2-10 Users
- Price is in USD
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Track Progress of Group
- Full Access to Courses
- Pace with Group or Individually
- Share Notes, Questions, & Thoughts
- Document Storage
- Content Updated Regularly
- Total Privacy
- Unlimited Access for 1 Year
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This course is designed to take 1-3 weeks with approximately 2-3 hours per week of study. If you put in more hours per week, you will finish sooner.
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