Private Fiduciary Class

Private Fiduciary Class

Subtitle: Understanding Lawful Oversight, Asset Management, and Fiduciary Duty in Trust Administration

Description:
Join us for an in-depth class designed for Trustees, Executors, and Private Fiduciaries who are ready to operate with lawful authority and professional confidence. This session explores the essential principles of fiduciary administration within private trust structures — from managing assets and enforcing rights to upholding your fiduciary oath and documenting compliance.

You’ll learn:

• The difference between legal vs. lawful fiduciary authority

• How to administer trust assets under private contract and equity law

• Key documentation for fiduciary appointment, notice, and performance

• Oversight duties, compensation, and accountability

• The lawful path to exercising fiduciary powers without entering the public jurisdiction

This class is part of the Fiduciary Authority Series under the Private Path Educational Network, based on the Patrick Devine private trust and equity process.

Who Should Attend:

• Private Trustees and Executors

• Estate and Trust Administrators

• Students of the Patrick Devine Study Group

• PMA and Trust Association Leaders

• Anyone seeking to understand fiduciary law in private trust operation

Duration: 90 minutes
Format: Live interactive session (via Google Meet portal)
Fee: $50.00 Donation-based (Paid Members)
Hosted by: Private Path HR Solutions PMA