Marguerite Lorenz on independent trustees and preventing harmful family conflict
Families can benefit if they leave the work of fiduciary duties to a dedicated professional trustee and focus on being a family
Crafting Solutions to Conflict · Jane Beddall, Marguerite Lorenz
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Show Notes
Families can benefit if they leave the work of fiduciary duties to a dedicated professional trustee and focus on being a family. Marguerite describes the duties, including obligations of ethics and fairness, that trustees must fulfill. Communications with all the relevant people are essential, while also preserving the agency of an aging person. If a family member -- and not a professional -- is acting as trustee, communication is even more important because of real, imagined, or potential conflicts of interest. You can learn more about Marguerite and Lorenz Private Trustees at https://www.mytrustee.net/ . Her book, Ethics for Trustees 2.0, is available on Amazon.
Marguerite also talked about the work of the Independent Trustee Alliance, an international professional alliance dedicated to growing and supporting the Independent Trustee profession. Learn more here: https://www.trusteealliance.com/.
Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at [email protected]! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.
Enjoy the show on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/And you can follow us on Twitter @conflictsolving.