Beneficiary Fundamentals - Module 4
Beneficiary Fundamentals Module 4 shares a fictionalized, anonymized case study that illustrates the relationship between trustees and their beneficiaries. The case provides insights into the beneficiary and trustee relationship and focuses on education and empowerment.
This module is intended to provide you with:
- The background of the grantor, trustees, and beneficiaries
- Context of the current circumstances or issue
- The history of the wealth
- The intention of the trust
- The working relationship between those key parties connected to the trust
- Best practices for beneficiaries to enhance their relationship with their trustee
Estimated Completion Time: 40 minutes
- 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 program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
