Risky Business: Is Your Trustee Role a Mission Impossible?
Overview
Do you have...or are you considering engaging individual trustees for your family's trusts? Do you currently service as...or are you considering being a trustee of your family's trusts? All too often trustees are not aware of the challenges, obstacles and inherent risks that can arise in establishing and maintaining a complex fiduciary relationship.
Utilizing checklists, lessons learned and sound experiential advice, Loraine and Liz will provide a template for families considering trustee selection and from-the-trenches survival guide for those who may be chosen for such a role. Come learn how to navigate your Mission Impossible so that it is possible to help your family succeed and thrive while also reducing the peril in what come become...Risky Business.