FOX is pleased to offer the FOX Trustees and Beneficiaries Workshop on September 26-27, 2019 in Atlanta, GA. This unique workshop is designed to help trustees and beneficiaries be better prepared and develop stronger relationships. The workshop covers the roles, risks and responsibilities of both trustees and beneficiaries.
Recommended for: Personal trustees serving as fiduciaries for family trusts and the beneficiaries of the family trusts. Qualified advisors may attend with a family trustee or beneficiary client.
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A trusteeship is a critical, active role that has significant influence on the well-being of the beneficiary and the sustainability of the assets, businesses, or properties that are in the trust. Being appointed a trustee is a tremendous honor, but it comes with very real responsibilities and exposure to liability.
But a trust is more than a legal structure or series of transactions—it sets in motion a working relationship between the trustee and beneficiary. Although trusts are a vital and prominent component of family wealth planning, it’s surprisingly hard to find training to prepare trustees and beneficiaries for their responsibilities.
This unique workshop is designed to help trustees and beneficiaries be better prepared and develop stronger relationships. The workshop covers the roles, risks and responsibilities of both trustees and beneficiaries so both trustees and beneficiaries are strongly encouraged to attend.
REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at firstname.lastname@example.org five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.
Field of Study: Finance - Up to TBA CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
Learning Objectives: Upon completion of this program, participants will gain clarity on the duties and powers of a trustee, investment considerations related to the trust, distribution strategies and policies, a better understanding the role of the beneficiary, how to communicate more effectively between the trustee and beneficiary to name just a few of the program objectives.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.