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Independent Trustee Alliance
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Category Archives: Webinars

ITA Townhall January 2020

WebinarsBy Kevin QuinnJanuary 28, 2020
 

Who needs a Professional Fiduciary?

WebinarsBy Kevin QuinnNovember 9, 2019
Vice-Chair Marguerite Lorenz presents to the Purposeful Planning Institute exploring the many hats worn by Independent Trustees so professionals may better identify when it is appropriate to engage one to serve their clients.

4 Tips for Exercising a Financial Power of Attorney through Disability and Dementia with Dan Felix, MCIT

WebinarsBy Kevin QuinnApril 19, 2019
Clients with dementia and other impairments to capacity pose a unique and additional set of challenges to the successful work of the Financial Power of Attorney. Master Certified Trustee Dan Felix discusses how the Financial Power Holder can work with the family to over-come these challenges for the maximum benefit of all concerned.

Essentials of Trustee Liability Insurance presented by Judith Pearson

WebinarsBy Kevin QuinnMarch 25, 2019
Insurance policies in general can be confusing. Special coverage such as errors and omissions can be maddening to understand.  Judith Pearson of Nomadx Solutions will break down what coverages are “must-haves” for any Trustee Liability Policy and introduce a new program available to ITA members.

Trust-worthy Investment Decisions – presented by Richard Neely

WebinarsBy Kevin QuinnJanuary 31, 2019
Since the Trustee usually acts as a fiduciary, there are decisions to make with Trust investments. Several topics are discussed: what is a Prudent Investor, how do Trusts influence investments, the importance of an Investment Policy, hiring investment advisors, exploring pros/cons of private investments, and more.

Questions to Ask the Attorney and CPA – Presented by Dave Folz

WebinarsBy Independent Trustee AllianceNovember 27, 2018
Questions to ask the Attorney and CPA – Webinar Presented by Dave Folz

A Framework For Good Fiduciary Practice Presented by Lindsay Pope

WebinarsBy Independent Trustee AllianceNovember 27, 2018
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.
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