Foundations of Trusts and Estate Planning

Categories: Chartered
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About Course

This module introduces the foundations of trusts and estate planning, enabling learners to understand how legal and financial instruments are used to manage and transfer wealth. It combines theoretical principles with practical examples, such as how families use living trusts to avoid probate or establish estate plans that minimize conflict and confusion

What Will You Learn?

  • Comprehensive understanding of different types of trusts: revocable, irrevocable, discretionary, charitable, and more.
  • The roles and responsibilities of key parties in a trust: settlor, trustee, and beneficiary.
  • Core principles of estate planning including the use of wills, powers of attorney, and trusts.
  • Strategies for intergenerational wealth transfer to protect family assets and minimize disputes.
  • Practical application of trusts and estate plans to real-life family scenarios and asset protection.

Course Content

Introduction to Trusts and Their Core Components

  • Definition and Purpose of a Trust
  • Types of Trusts:
  • Key Roles in a Trust

Core Concepts of Estate Planning

Practical Applications and Strategic Planning

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