"Private Trust Companies 101+: Formation, Administration, and Lessons Learned"
Date: Tuesday, March 18, 2025
Time: 12:00pm - 1:00pm
Location: Luncheon at San Antonio Country Club
Speaker: Bryan A. Phillips of Ytterberg Deery Knull LLP
"Private Trust Companies 101+: Formation, Administration, and Lessons Learned"
Description: This presentation provides a general overview of private trust companies, including their characteristics, formation, licensing, and management structure, as well as lessons learned from establishing and operating these structures for wealthy families.
- Prerequisites: None
- Experience Level: Intermediate
- Advanced Preparation: None
- Teaching Method: Lecture
CE Submission:
- CLE - 1 Hour Approved
- CFP - 1 Hour Approved
- CPE - 1 Hour Approved
- CTFA - 1.25 Hours Approved
Event Information: Registration will open at 11:30am - Program will begin at 12:00pm.
Related Document(s):
