Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities

Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities

Wednesday, November 28, 2012 - 7:00pm to Thursday, November 29, 2012 - 11:00pm

This workshop looks at the role of the trustee – their fiduciary expectations and requirements and the bounds of their authority – from multiple perspectives. Expert speakers will review best practices in trust administration and discuss strategies to help trustees and beneficiaries work together more effectively.



Event Details


By popular demand, this workshop is being offered for the fourth time. Registration again will be capped at 50 participants to ensure effective group interaction. Register early.

Trustee is a position of honor and tremendous responsibility, yet many people assign or accept this role without full awareness of the scope of fiduciary responsibilities or the accompanying personal liability.

  • For grantors, choosing a trustee means selecting an individual or organization that has the expertise and emotional skills to carry out his or her wishes.
  • For beneficiaries, being part of a trust means knowing the rights, roles and responsibilities of both the beneficiary and the trustee and committing to a strong working relationship.
  • For trustees, accepting this duty demonstrates a willingness to serve as a day-to-day administrator and long-term advisor.

Whether you are selecting a trustee, becoming a trustee, or working with one as a beneficiary, it is critical to understand the full scope and duties of this position. Gain a deeper understanding of the core trustee duties, the skills, and the traits required to manage the personal demands of trusteeship. 

Additional attendees from the same organization are eligible for a 20% discount.
Contact with questions. 

Event Registration


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Event Hosts

Family Office Exchange

New York, NY
The New York Palace
455 Madison Avenue
New York  New York  10022
United States

Event Sponsors

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