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.
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.
THE must attend event to learn what it means to be an independent trustee and how the profession supports your practice! 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 rising profession and how it can…Details
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.