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Trustee Training

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  1. LIVE Q&A Call Recordings
  2. Trustee Training Introduction
  3. The Trustee
  4. Ownership
  5. Trustee | Ownership Do's and Don'ts
  6. Trustee Compensation
  7. Trustee's Reimbursement of Expenses
  8. Trustee Powers and Delegation
  9. Trustee Powers and Delegations
  10. Leasing, Law suits, Contracts
  11. Duties to Beneficiaries and Office
  12. Accounting
  13. Trustee Management - Steps to Securing Property
  14. Trustee Management - Care and Custody
  15. Trustee Management - Conversion
  16. Management of Funds - Distribution
  17. Management of Funds - Investments
  18. Trustee Liabilities - to Strangers
  19. Trustee Liabilities - to Beneficiaries
  20. Self Assessment
  1. Trustee Training
  2. Management of Funds – Investments
Lesson 17 of 20
In Progress

Management of Funds – Investments

00:00 Introduction to Investments and Distributions
00:05 Understanding Income vs. Capital
01:58 Trustee Responsibilities and Liabilities
03:11 Investment Strategies and Guidelines
05:35 State-Specific Investment Regulations
06:06 Conclusion and Further Considerations