Trust and Fiduciary Services

Learn the roles and responsibilities of fiduciaries, including the prudent management of trusts.

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Introduction

Trust and fiduciary services play a pivotal role in ensuring that individuals' assets are managed and distributed according to their wishes. This program introduces you to the purpose and operation of trusts, the responsibilities of fiduciaries, the duties of trustees regarding investment matters, and the essential documentation needed for wills, powers of attorney, trusts, and health care directives.

Keywords

Trusts, fiduciaries, trustees, investment responsibilities, documentation, wills, power of attorney (PoA), health care directives

What You Learn

1

Explaining the purpose and operation of trusts, including charity, minimizing estate taxes, and asset protection.

2

Documentation needed for wills, powers of attorney (PoA), trusts, and health care directives.

3

Revocable and irrevocable trusts, and their legal consequences.

4

Role of key parties, including grantor/settlor, trustees, and beneficiaries.

5

Role of fiduciaries and their responsibilities, including prudent asset management, avoiding conflicts of interest, record keeping and reporting, and tax compliance.

6

Trust documentation outlining the terms, administration instructions, available assets, and beneficiaries.

What You Get

Videos

Articles

Digital Badges

Quizzes

Handouts

One-to-one mentorship

This Is For You If

You are required to act in fiduciary capacities, including the management of trusts, execution of wills, and ensuring compliance with legal and regulatory requirements.

How You Benefit

Learn to manage and administer trusts.

Apply fiduciary duties professionally, including executing wills and judicious use of PoA.

Draft trust deeds and minimize litigation risks.

Make better investment decisions that align with the trust's objectives while balancing the needs of various beneficiaries.

What You Shouldn’t Miss

Alternative Investments

4.8

Alongside to stocks and bonds, alternative investments hedge portfolios and mitigate risks.

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Wealth Management

This program will help you understand portfolio theory and what it takes to be a wealth manager.

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Asset Management & Allocation

Learn the core principles of building and preserving wealth through asset management and allocation.

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Fundamentals of Hedge Funds

Learn the features of the modern hedge fund industry and how it affects global financial markets.

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The Silver Brook Advantage

End-to-End Program Management

Every program is managed end to end by the SB team through reminders, attendance, assignments, mentorships, and tests.

Going the Extra Mile

Each program is designed and delivered with a focus on maximizing learning outcomes and achieving the terminal objectives.

The Personal Touch

Our programs are tailor-made to our partner organizations and their individual learners.

Integration across Disciplines

Programs across Life Skills, Leadership, Business, and Technology for all industry sectors.

Why Learn from

Silver Brook

19,000+

programs conducted in just 17 years.

80%

of our clients are Fortune 500 companies.

out of 100 learners recommend our programs to others (NPS score).

450,000+

professionals have leveled up their skills and mindsets.

40%

of our programs are mandatory for some clients’ employees.

80%

of clients repeat our programs.

800

years of collective experience in planning and upskilling.

50+

Facilitators come from top management and leadership roles.

countries and growing…

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Customized

Call us to talk to one of our learning advisors about your upskilling requirements or use the form below to send us a message.