Duties of a Trustee - Online

Designed for banking professionals seeking to service the high net-worth market, this course explains the specific characteristics of trusts and the objectives that trusts can accomplish for high-net-worth individuals. It also explores the various types of trusts and their particular applications, concluding with the duties of a trustee.

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
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
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