For Advisors

What You Should Know Before You Appoint Your Trustee

10:00am MST
1 hour

Learn About Trustee Roles & Other Topics

If you liked our last webinar on Trustee roles and responsibilities, please look at our upcoming webinar dates and subjects

September 29, 2022 — Trustee Conflict of Interest

Come learn why the Independent Trust Company is a relevant member of the client team. Understand the conflicts that exist when the Trustee is also the investment manager.

October 27, 2022 — Trusts & Family Culture

Plan to attend in October to learn how your family’s culture can affect how you set up your trust now and how your Trustee will manage it in the future.

November 17th, 2022 — What You Should Know Before You Appoint Your Trustee

Come and learn with the team at ITC about the pros and cons of selecting an individual as a Trustee Vs. a Corporate Trustee and how making the right selection can be crucial to the administration of your Trust and the care of your family.

Questions? Talk with an Expert about Trustee Roles & Responsibilities

ITC’s mission is to provide a space where families can be connected and cared for as their trust intended. Contact us to speak with an advisor about Trustee roles and responsibilities or to learn more about our trust administration services.

Teaching others about trustee roles and responsibilities & more.

As a leading provider of trust services, we appreciate the opportunity to help educate our current and prospective advisor partners and clients on trust matters. This allows all members of the client team to better care for families as their trust intended.

We offer information about Trustee roles and responsibilities, the different types of trusts and the benefits of independent trusts. In addition, we provide educational materials to help clients make informed decisions and understand why setting up a trust and choosing a corporate Trustee is an integral part of their financial plan.

Contact Independent Trust Company

If you have questions or would like to begin the process of working with Independent Trust Company, let us know how best to reach you and we will promptly get back to you.