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)
TOPICS See program for topic details
Sessions begin at 1pm Central time unless otherwise noted.
May 14
“Why professionals do and do not recommend independent trustees”
John A. Warnick, Founder of the Purposeful Planning Institute
June 4
“Trust administration is changing”
Dave Folz, Principal of Trust Counsellor LLC
June 25
“Trustee compensation”
David Fowler Johnson, Managing Shareholder, Winstead P.C. Fort Worth office
July 16
“Special Needs Trusts: Interplay of guardians/conservators/trustees”
Peter Wall, Director of Fiduciary Services at True Link Financial
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”
Tony De Angelo, Principal of Paragon Trust Company
September 17
“Tell Me More, Tell Me More: Trustees’ Duties to Inform and Account”
Christian Kelso, Partner at the law firm of Farrow-Gillespie Heath Witter, LLP
October 8
“Cybersecurity”
October 29
“Three tips to avoid being sued and how to use mediation if you don’t.”
Scott D. Weber, Trial lawyer and a member of Norris & Weber, PLLC
November 19
“Mindfulness and the Professional”
Marguerite Lorenz, Master trustee and managing partner in Lorenz Private Trustees
THANK YOU TO OUR SPONSORS
