If you have less than three years of experience as a professional Independent Trustee, are considering serving as a Trustee for a family member or friend, or want to better explain your role as a Trustee to others, we have a new Beginner-Level training for you!
Here is a sample. This training is an exclusive benefit of Independent Trustee Alliance (ITA) membership and cannot be accessed in any other way. Please note that this class does not offer MCLE (Minimum Continuing Legal Education) credit. Another benefit of ITA membership is access to online video continuing education (for credit), included at no additional cost. See all the benefits of membership or join today at https://www.trusteealliance.com/membership/.
Whether you are a first-time family member Trustee or a seasoned professional, Marguerite’s candor and experience offer significant value. She shares practical business practices, an effective approach to the work, and provides clear explanations of fiduciary concepts. Please consult your own attorney regarding any matters in which you are involved.
If you are already a member, please login to your account to access the full video.
