A trusteeship is a critical, active role that has significant influence on the welfare of the beneficiary and the sustainability of the assets, businesses, or properties that are in the trust.

Come learn from experts in the field who will provide a balanced perspective of the legal, investing, and human behavioral aspects of being a trustee.

Attendees of this workshop will learn to:
  • Understand the duties and powers of a trustee
  • Recognize the importance of building an effective relationship with the beneficiaries
  • Differentiate between mandatory and discretionary distribution
  • Manage the risks of serving as a trustee
Workshop Registration
  • Workshop Location: Mariner Plaza Building 114 2nd Avenue South, Suite 103 Edmonds, WA 98020
  • Please enter a number from 1 to 10.