Greetings!
Since current events have made it infeasible to hold our Annual Conference in person the Board has decided to present each of the topics as a standalone webinar spread throughout 2020 for one reduced price.
Signing up late? That's OK, you'll have access to recording of past sessions as well as all future sessions.
Already signed up? Look for your registration reminder soon.
The next presentation is Thursday June 4 at 1pm Central time: "Trust Administration is Changing!"
presented by
Dave Folz
, Principal of
Trust Counselor LLC
.
The presentation will review how trust administration has become increasingly difficult as the needs of the beneficiaries have become more complex, investments more sophisticated with greater liabilities, families more complicated, and social media more prevalent with instant communication and often flawed information. The significant responsibilities, duties, and liabilities of the trustee have not changed.
Checklists are a way for trustees, new and experienced, to cope with the increasing complexity of trust administration. The presentation incorporates checklists that a trustee can use to get to a better outcome for the trust and for the trustee to minimize their liability
.
Thank you for supporting our non-profit. By attending our webinars, you are helping us achieve our fund raising goals during this challenging time, while keeping up on your required continuing education.
