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Table of Contents
Table of Contents
Transform your ability to administer living trusts with confidence, ensuring effective asset management and beneficiary satisfaction.
3,100+ enrolled this week
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Real-world examples
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Job-aligned skills
Living trust operations require precise coordination of legal, financial, and administrative tasks. This Micro-Diploma course equips trustees, advisors, and professionals with essential knowledge to navigate trust funding, taxation, and distribution.
Explore the Free Section on Living Trust Operations
What You Will Learn
- 1 Learn the fundamental concepts of living trusts and their role in estate planning.
- 2 Understand the differences between revocable and irrevocable trust structures.
- 3 Identify assets suitable for trust funding and the process of retitling.
- 4 Apply fiduciary duties and standards of care as a trustee.
- 5 Analyze tax implications for grantor trusts under IRC rules.
- 6 Implement trust administration procedures from grantor incapacity to termination.
- 7 Manage beneficiary communications and distribution decisions.
- 8 Calculate trust income and principal allocations for reporting.
- 9 Ensure compliance with state and federal trust regulations.
- 10 Develop strategies to avoid common trust administration mistakes.
What's Included
Core self-paced training
Verifiable certificate
Contemporary insights
100% text-based
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Micro-Diploma
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Living Trust Operations