THE must attend event to learn what it means to be an independent trustee and how the profession supports your practice!
WHO SHOULD ATTEND?
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: State Bar of Texas has approved 5.25 hours PLUS 1.0 hours ethics
CE: Conference attendance is approved by the CFP Board for 7.5 hours
WHAT WILL BE PRESENTED?
Topics will focus on Trust Administration, Marketing, Communication, Investing and helping families plan for the future and include:
Both/And Thinking: An Introduction to the Inescapable Dualities in Trust Administration
Ethical Practice Discussion * Proper investing for the Trust
Communication between the Trustee and “The Team” * Trust family case studies
Trustee Quandary: when a beneficiary commits a crime on or with trust property
Thursday May 16, 1pm – 5pm (small group dinners may be organized Thursday)
Friday May 17 8am – 1pm
Session times to be announced
$295 (ITA Member)
Embassy Suites by Hilton Dallas Near the Galleria 14021 Noel Road, Dallas, Texas, 75240
“Texas Patriarch – The Rise & Fall of a Family Business Empire”
Doug Box (www.douglasdbox.com)
Author of Cutter Frisco, Growing up on the Original Southfork Ranch and Texas Patriarch
Doug will relate the legendary true story of a family business including how Independent Trustees would have made a positive difference to what was ultimately a tragic end.
THANK YOU TO OUR FEATURED SPONSORS