Monday, March 26, 2012

The 7 Biggest Mistakes Trustees Often Make


This seminar is entertaining and informative. It is our main educational seminar. In the first half of the seminar we explore a real case to determine where the clients, trustees and successor trustees went wrong and what those mistakes cost. Unfortunately, only some of the costs in these cases are measurable in financial terms. The real costs are emotional and involve the damage to family relationships. Again, this is damage that is preventable.
In the second half of the seminar we examine each of the mistakes that was made and identify what could have been done to avoid them. The seminar is wrapped up by another look at a sample case that demonstrates the difference that proper planning can make in the lives of clients and their families for two or three generations and beyond.
No seminars currently scheduled at the present time.
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