Trustee News & Articles

Trust-worthy Investment Decisions – presented by Richard Neely

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

Questions to ask the Attorney and CPA – Webinar Presented by Dave FolzDetails

A Framework For Good Fiduciary Practice Presented by Lindsay Pope

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.Details