eCourse
How to Be an Excellent Trustee
Contains material from Feb 2026
How to Be an Excellent Trustee
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Being a trustee involves more than knowing how to invest funds, make distributions, and keep records. Learn the skills that every trustee should know, not just to fulfill fiduciary duties, but to develop and maintain excellent relationships with trust beneficiaries.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
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Sessions
Credit
1.
How to Be an Excellent Trustee (Feb 2026)
Bryan Phillips
1.00
0.00
0.00
1.00
Downloadable Materials
Transcript
(txt)
Paper
(pdf)
– 29 pgs
Slides
(pdf)
– 19 pgs
Session 1 —62 mins 1.00
How to Be an Excellent Trustee (Feb 2026)
Being a trustee involves more than knowing how to invest funds, make distributions, and keep records. Learn the skills that every trustee should know, not just to fulfill fiduciary duties, but to develop and maintain excellent relationships with trust beneficiaries.
Originally presented: Dec 2025 Estate Planning Workshop
Bryan Phillips,
Ytterberg Deery Knull LLP - Houston, TX