Advanced Trustee Two Day Workshops

These trustee training workshops were created as a follow up to our main presentation, "The 7 Biggest Mistakes Trustees Often Make." Although “The 7 Biggest Mistakes” seminar provides a great overview of trustee duties and identifies potential mistakes and liabilities, time constraints don’t allow us to go into detail on specific strategies, estate planning techniques and investment products. Each of the trustee training workshops was developed based upon topics we feel specifically address our seminar attendees’ most popular concerns. Each session features a speaker critically chosen by ATS who is highly trained and an expert within their field. Many of them have published books on their related topic and speak throughout the country on their area of expertise.

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No seminars currently scheduled at the present time.
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