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.
- 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