Seven years ago the ITA was formed to help trustees who are individuals, family members, and professionals (link). We have grown to almost 200 members nationwide. The ITA has held zooms, seminars, and sourced health and liability insurance for its members. 

On May 15-17, in Dallas, the ITA will host its sixth annual conference for trustees who are individuals, both professional private trustees and family trustees. Attorneys, wealth managers, CPAs, and family advisors may also be interested in attending (click here). An open forum session will held on Friday morning, May 17, to discuss building an independent trustee practice.

My mission is to coach trustees who are individuals with the trustee administrative process. I have worked with trustees on many concerns, including setup, asset allocation, distributions, accountings, meetings with beneficiaries, and compensation. I contact the trustee’s attorney or CPA when legal or tax issues arise.

If you, a client, or a proposed trustee for a client could benefit from my experience in these areas, please do not hesitate to reach out.

Best regards,

Dave

Dave Folz, J.D., LL.M.

Trust Counselor LLC

7016 Baxtershire Dr.

Dallas, Texas 75230

214-213-7018

www.trustcounselorllc.com