TRU 101: Trustee Essentials 101 – Uninformed Trustees don’t just struggle. They get sued.

Event Details:

Trustees are entrusted with more than assets. They carry out intentions, protect beneficiaries, and preserve relationships. This course covers the core fiduciary duties of loyalty, prudence, impartiality, and recordkeeping, showing you how to administer a trust properly before beneficiary disputes, creditor claims, or market volatility test your decisions. You’ll learn practical strategies for trust accounting, investment oversight, and communication, reducing your exposure to breach-of-duty claims. Includes a step-by-step workbook.

$25 per workshop, includes workbook. Discount available: get all 9 sessions for $200. Someone will call to take your payment once you have registered online.