The Business of being an Independent Trustee
Our annual two day conference has been moved online with the same great topics presented by the same great insightful industry leaders!
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 rising profession and how it can be a valuable addition to your team to continually increase your value to your clients.
CLE: Pending
COST
$149 (ITA Member, full conference)
$20 (ITA Member, single session)
$199 (Non-Member, full conference)
$40 (Non-Member, single session)
Sessions begin at 1pm Central time unless otherwise noted.
November 19
“Mindfulness and the Professional”
May 14
“Why professionals do and do not recommend independent trustees”
June 4
“Trust administration is changing”
June 25
“Trustee compensation”
July 16
“Special Needs Trusts: Interplay of guardians/conservators/trustees”
August 6
“Managing trusts in today’s environment”
Daniel Brunello, Director,
Bernstein Wealth Strategies Group
August 27
“The Achilles Heel: Tips to Deal with Taxes and Maximize Benefits for Beneficiaries”
September 17
“Tell Me More, Tell Me More: Trustees’ Duties to Inform and Account”
October 8
“Cybersecurity”
October 29
“Three tips to avoid being sued and how to use mediation if you don’t.”
THANK YOU TO OUR SPONSORS
Author: Independent Trustee Alliance
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.