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- ICCFA CAFÉ
- PET LOSS
- MUSIC LICENSE
- LOT EXCHANGE
|PLEASE NOTE: TO RECEIVE MEMBER DISCOUNTS, you must be an ICCFA member and logged into your account on the ICCFA website*, or you may call 1.800.645.7700.
*To register as a member on the site, go to the home page, click on "Create New Account" and fill out the form. If your company is a member in good standing, you will be granted membership privileges within 24 hours (but usually within minutes) and will have access to all content throughout the site as well as to ICCFA member discounts.
We are all familiar with the regulatory requirements for endowment care trusting, but it is important to remember that there is a business reason for it as well: maintenance of the property once it is fully sold. In this session, Marcia Williams will explore the differences between regulatory and business requirements for trusting levels and will offer expertise on how best to address the business needs through:
Marcia Williams is founder and president of Independence Trust Company, Franklin, Tennessee. A chartered financial analyst, she serves on the ICCFA Government and Legal Affairs Committee and has served as supplier representative to the board of the Cemetery Association of Tennessee. She sits on City of Franklin pension and investment board and on the board of Heifer International Foundation, and she is a past president of the Nashville Society of Financial Analysts.