Updates

A Personal Trust Industry ‘Disrupter’

“Professional Individual Trustees have a number of distinct advantages over corporate/bank trustees and family members or other individual trustees”.  Trust Industry veteran Richard Trumpler of Trumpler Wealth Consulting makes the case for non-corporate trustees.  Read More

Independent Trustee Alliance 2021 Conference

Being a Trustee in an uncertain world 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 profession and how it can help increase your value to your clients. CLE: Pending COST $200 ITA Member $350 Non-Member…Details

ITA October mixer in Dallas, TX

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

Chicago Syndicated Financial Columnist Recognizes ITA

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.