Trust Fundamentals
Trust Fundamentals consists of three progressive learning modules. It begins with an exploration of the historical context of trusts, dating back to the Roman Empire and the Crusades. Participants will gain insights into the intricacies of primary trust categories, income distribution categories, and complex trust language. The course also delves into understanding how a trust can serve as a substitute for and complement a will as well as reviewing the legal backgrounds for trusts and critical cast law that have shaped trust law.
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 chapter from Estate and Trust Administration for Dummies, 2nd ed. by Margaret Atkins Munro, EA and Kathryn A. Murphy Esq.
- Optional text narration
- Five applied learning homework assignments
- Four podcast videos & video excerpts from the awarding winning film, The Descendants
Program Outline
Trust Fundamentals
Trust Fundamentals dives deeply into trust structures, starting with the history of trusts to the role trusts play in complex estate plans. This course highlights living trusts, irrevocable trusts, charitable/philanthropic trusts, dynasty trusts, and the role that trusts play when wills and power of attorney are present.
Pricing
$850
Individual: 1 User
- Price is in USD
- Unlimited Access
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
$4,250
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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