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Learn about the legal nature of trusts, key parties and concepts, plus characteristics to differentiate between types of trusts.

In this unit, we cover:

Introduction to the Case Study
Defining ‘Trust’
Trust Components & Concepts
- Settlor
- Settled sum
- Trust property
- Beneficiary / Object
- Guardian & Appointor
- Trustees
- Vesting period
- Trust deed

Residency of Trusts
Types of Trusts
- Inter vivos trusts – Fixed, Discretionary, Hybrid
- Trusts created by will or on intestacy (testamentary)
- Trusts created by law or equity

Download resources below.

Date recorded: 8 May 2025

2f:T47e,

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