Trustee News & Articles by Independent Professionals

Who Will Implement Your Estate Plan?

From Our Members, Latest NewsBy Kevin Quinn October 6, 2021

If you have created an estate plan, or hope to create one, the selection of Successor Trustee is critical. Your plan is only as good as the one implementing it, and this short article will help you determine if you have made the right choice for you, and your loved ones. First, let’s be clear…Details

A Cautionary Tale

From Our Members, Latest NewsBy Kevin Quinn September 29, 2021

Pamela Harriman, Clark Clifford and Paul Warnke were the crème de la crème of Washington politics, luminaries of the D.C. establishment and among the veritable best and brightest of the American political scene. Pamela had used her inheritance and status as the widow of Averell Harriman to enhance her lifestyle and advance her party’s political…Details

When it’s time for a tuneup

From Our Members, Latest NewsBy Kevin Quinn September 22, 2021

My dad was a mechanic – a pretty good one from all accounts. He’s always liked fixing things. As a kid, I recall hearing “a mechanic’s car is always the worst”. It may well have been mum who yelled it whenever my brothers and I were push-starting her 1964 Ford Cortina in a…Details

ITA Townhall January 2020

WebinarsBy Kevin Quinn January 28, 2020

Who needs a Professional Fiduciary?

WebinarsBy Kevin Quinn November 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.

ITA October mixer in Dallas, TX

Latest NewsBy Kevin Quinn October 30, 2019

ITA Members and guests gathered in Dallas October 17 to strengthen professional relationships.

Chicago Syndicated Financial Columnist Recognizes ITA

Latest NewsBy Kevin Quinn July 8, 2019

Terry Savage, Chicago based syndicated financial columnist for the Tribune Content Agency, mentions the option of using a member of the Independent Trustee Alliance in response to a question about finding an executor or trustee.

First Annual Conference: May 2019

Latest NewsBy Independent Trustee Alliance June 18, 2019

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.…Details

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

WebinarsBy Kevin Quinn April 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 Quinn March 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.

Who Will Implement Your Estate Plan?

A Cautionary Tale

When it’s time for a tuneup

ITA Townhall January 2020

Who needs a Professional Fiduciary?

ITA October mixer in Dallas, TX

Chicago Syndicated Financial Columnist Recognizes ITA

First Annual Conference: May 2019

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

Essentials of Trustee Liability Insurance presented by Judith Pearson

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