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Updates

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.

Trust-worthy Investment Decisions – presented by Richard Neely

WebinarsBy Kevin Quinn January 31, 2019

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.