The Independent Trustee Alliance is a professional association formed by trustees, fiduciaries and other family consultants who work independently or for family offices. The objective of the ITA is to raise awareness of the profession of “Independent Trustee” through Marketing, Continuing Education, Workshops and Conferences.
WHO SHOULD ATTEND? Trustees Learn new tips, techniques and interact with other professionals in your field. Attorneys, Wealth Managers, Family Advisors, CPAs, Insurance Professionals Learn more about this profession and how it can help increase your value to your clients. CLE: Pending COST $250 ITA Member $375 Non-Member All attendees will receive MCLE credit…
Professionals from six different States came together May 16-17, 2019 in Dallas, Texas for the First Annual Conference of the Independent Trustee Alliance. Independent Trustees, Family Office executives, Estate Planning Attorneys, Family Consultants, Wealth Managers and Insurance Professionals spent two days engaged in deep discussions about the role and unlimited future of the Independent Trustee.…
Questions to ask the Attorney and CPA – Webinar Presented by Dave Folz
Lindsay Pope of Trustee Support Ltd shares a practical perspective and explains 7 key areas of trustee focus to improve performance and reduce potential risk.
