There is much guidance to those creating a trust on who they should select to be trustee, but there is very little advice to those named as trustee to help them determine whether to accept the appointment, and how to manage their fiduciary relationship with the trust beneficiaries.
Susan will share her Top 10 Tips for Trustees to help you avoid getting sued, including:
- Understand Control Issues
- Document Your Decisions
- Communicate With Beneficiaries
A 45-60 minute keynote, concurrent or breakout (can be shortened or lengthened to fit your timing needs).
Click on the 'Video' tab to see Susan in action!
For availability and speaking fees, call Susan directly at 212-655-9610 or click 'Check Availability' to send a message through SpeakerMatch.
"Susan nails it every time! She first spoke at Opal's Annual Family Office & Private Wealth Management Forum back in 2014, and we've invited her back to speak every year since. Our audiences love her insight and actionable takeaways, and our in-house event planners love her flexibility and responsiveness."
-- Doug Borths, SVP, Head of Production, Opal Group
