| BWFA invites you to join us for a compelling webinar with guest speaker Christopher Holtby. Choosing the right trustee is one of the most important decisions in your estate plan—and one of the most overlooked. Attendees will explore real-life examples that reveal how the wrong choice can derail even the best-laid plans. Whether you have a trust or are planning one, gain the insight you need to make informed, conflict-free decisions.
TOPICS WILL INCLUDE:
- Why selecting the right trustee is critical for your legacy’s success
- The key roles and responsibilities of a trustee
- How do different types of trustees (individual, professional, corporate) compare
- Practical tips for avoiding conflict and protecting your estate plan
- What to consider if you’re naming a family member as trustee
- Questions to ask when evaluating a corporate trustee
WEBINAR
JULY 15, 2025
11:45 AM – 1:00 PM
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PRESENTERS:
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| ABOUT CHRISTOPHER HOLTBY
Christopher Holtby is a Co-Founder of Wealth Advisors Trust Company, an admin-only corporate trustee based in South Dakota. He began his career as a financial analyst at May Department Stores. His 25 years in the financial industry included working at Legg Mason and Ernst & Young. Along the way, he has learned to draw, garden, cook, and get published in a few journals on the trustee industry for financial advisors. He and his wife have three sons, who enjoy new adventures both locally and globally. He is working towards his Masters in History at Harvard University.
Over the course of his career, Jon has helped more than 2,000 clients and personally closed over $900 million in loans. His commitment to transparency, accessibility, and open communication has earned him the trust of his clients, many of whom return to him or refer friends and family.
Originally from Brooklyn, New York, Jon moved to Maryland to attend Towson University, where he earned a degree in Business Management. After years of city living in Federal Hill and Canton, he now resides in Lutherville, a suburb just outside Baltimore City, with his wife, three children, and two dogs. |
We hope you can join us!
Sincerely,
Robert G. Carpenter
President & CEO
BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering, please contact
Cortney Caronna, Senior Marketing Associate | emailus@bwfa.com | 410-461-3900 |
