Duties of a Trustee - Online

In this module you are going to learn about the duties of a trustee, and about how investing wisely is a key role in the trustee's duties. You'll also learn about some rules that guide trustees, and about methods of accounting for the health of the trust. Finally, you'll learn methods of settling trusts, and how those methods relate to trust accountings.

This course replicates the content from lesson 5 of Overview of Trusts - Online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.

Available TodayOnlineUSD$60.00
Instructional Method:
Self-Study
Level: Basic

CPE CREDITS
1
banking professionals seeking to service the high net-worth market and private investors dealing with trusts.
Students will be able to:
  • Identify the duties of a trustee
  • Compare the Prudent Man Rule to the Prudent Investor Rule
  • Contrast traits of formal versus informal trust settlement
  • Identify events precipitating trust accountings
  • Types of Trusts - Online
  • Characteristics of Trusts - Online
  • Trusts and Taxation - Online
  • Introduction to Trusts - Online
  • Estate Planning - Online
    • Duties of a Trustee
    • Duties and responsibilities of the trustee
    • Trustee investments
    • The Prudent Man Rule versus the Prudent Investor Rule
    • Trust accountings
    • Formal and informal settlements
    • Events precipitating accountings
    Duration: 1 hour