Dave Folz founded Trust Counselor LLC, a consultancy advising trustees, especially first-time trustees, on the scope of their duties and responsibilities. When Dave presents these ideas at conferences, he employs a checklist to organize the tasks as well as highlight just how diverse and extensive the duties of trusteeship are. This month’s Estate Planning Study, “Trustee Bootcamp,” is an abridged version of Dave’s visual aid for his talks, which is based upon Texas law. For the complete, latest version of the checklist, you may contact Dave at firstname.lastname@example.org.
This Study could be especially valuable to share with any of your clients who have agreed to become trustees. When you or your clients are in need of fiduciary services, please keep TI-TRUST in mind.
TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services. With solid core values and decades of proven commitment to high ethical standards, our experienced team of financial, legal, and administrative professionals is dedicated to earning and maintaining the trust and confidence of our clients. Founded more than sixty years ago in Quincy, Illinois, today, we have locations in five states and hold more than $12 billion in managed assets for individuals and institutions nationwide.