Course curriculum

  • 1

    CH1 Welcome

    • Welcome

    • How to Use This Online Class

    • Documents for Downloading and Saving
  • 2

    CH2 Getting Started

    • Trust Terminology

    • Trusts and the Court

    • Most Important Things to Remember

    • What Rules Apply?

    • Duties of Trustees

    • CH2 Review
  • 3

    CH3 Administering a Trust

    • Identifying Assets

    • Protecting and Managing Assets

    • Making Distributions

    • Signing Documents

    • Trust Taxes

    • Getting Paid as Trustee

    • CH3 Review
  • 4

    CH4 Giving Notice and Reporting

    • Identifying Beneficiaries

    • Issues and Exceptions

    • Where There is NO Court Supervision

    • Where There is ONGOING Court Supervision

    • CH4 Review
  • 5

    CH5 Working with Your Attorney and the Court

    • Working With Your Attorney

    • Court Involvement

    • CH 5 Review
  • 6

    CH 6 Next Steps: Complete the Form

    • ATTENTION: Final Steps for Your Certificate of Completion