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  • Chicago Northshore Chapter - September 16th

Chicago Northshore Chapter - September 16th

  • September 16, 2014
  • 11:45 AM - 1:45 PM
  • Midwest Palliative & Hospice CareCenter, 2050 Claire Court, Glenview, IL 60025


  • Members attend without admission charge, and pay only for their food

Registration is closed
Topic: Selecting Your Trustee – and other trusted advisors.  Is it a beauty contest or a commodity or something else?  What are the criteria which people now consider in choosing fiduciaries and other close advisors – and what should be considered.  We will educate each other on current and best practices.   Come prepared to talk about what are the considerations that you see are being used to select in  your professional niche, and what is often over-looked.   

Items of Interest
Open Trust Issues
Impact of our collaboratory
© Chicago Trustee Collaboratory
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