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Intermediate · coming soon
Trust Design & Administration
Connect trust drafting choices to funding, ongoing administration and the experience of trustees and beneficiaries.
The planned curriculum
An outline of the course in development—not a list of completed lessons.
- Translating goals into trust architecture
- Distribution standards and fiduciary succession
- Funding and beneficiary coordination
- Trustee onboarding and recordkeeping
- State-specific administration and modification research
- Capstone: design decisions through a trustee handoff
What you will work toward
A design decision log, asset coordination map and trustee onboarding packet.
Suggested preparation
Estate Planning Basics or equivalent experience.
Equivalent experience can replace foundational coursework; a separate course purchase is not a prerequisite.