Webinar

Principal & Income Account for Trust

TRUSTEE CONFLICT OF INTEREST | September 29th, 2022  | HOSTED BY ITC ON GOTO WEBINAR

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.

Trustee Conflict of Interest

29/9/202210:00am MDT1 hour
We are excited to have you join us in listening to Attorney Bonita L. Stone, a Partner at Katten Muchin Rosenman LLP. Discuss the conflicts of interest for a Trustee.

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.