Empowering Trustees to Succeed With Confidence
Serving as a trustee is an important responsibility — but it can also be overwhelming. Our Train the Trustee Webinar is designed to give trustees, successor trustees, and family members the knowledge and tools they need to confidently carry out their duties and avoid costly mistakes.
In this webinar, you’ll learn:
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The Trustee’s Role & Legal Duties: Understanding fiduciary obligations and key responsibilities.
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Trust Administration Basics: From gathering assets to managing distributions and investments.
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Common Pitfalls to Avoid: Learn what not to do to protect yourself and the trust assets.
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Communication & Record-Keeping: Best practices for working with beneficiaries and maintaining proper documentation.
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When to Seek Professional Help: Knowing when legal, tax, or financial advisors are needed.
