Kates-Boylston Publications | The Funeral Director's Guide to Social Media Volume 2

The Importance of Building a Strong Trust Team

Over the years, instances of negligence, investment shortfalls and inadequate funds have tarnished the reputations of many funeral and cemetery professionals. Generally, the culprit has been poor and improper management of preneed and perpetual care funds.

Many of these problems could have been avoided by taking an integrated approach to creating and operating a fund. Several independent parties, each with a separate role and distinct set of responsibilities, provides a defined structure and the checks and balances to ensure the financial health and long-term stability of a trust.

NOVEMBER 14, 2017

Sponsored By:

This webinar will help you:

  • Distinguish the duties of all parties of a preneed or perpetual care trust, which include the funeral home or cemetery, trustee, investment manager, trust administrator and attorney.

  • Understand the importance of building a full trust team and identifying parties that work well together.

  • Learn about a unique, turnkey solution available that streamlines the process of compiling a team of trust professionals.

Meet Your Experts


Bill Williams, CEO and President of Funeral Services, Inc.

Bill Williams is president and CEO of Funeral Services, Inc. and serves on the FSI Board of Directors as vice chairman. Williams has experience in every aspect of the funeral service profession, including ownership and management of funeral homes and cemeteries. He began his career in the death-care industry when he became a licensed funeral director in 1980.

Paul White, Vice President of Client Development and Marketing, Funeral Services, Inc.

Paul E. White is vice president of client development and marketing for Funeral Services, Inc. In this role, he is responsible for educating prospective and existing clients about FSI’s products and services and maintaining the highest quality of customer service. He has a 40-year career in at-need and preneed operations and an extensive background in funeral home client development and sales.

Jim Breaux, Senior Vice President and National Sales Director of Live Oak Bank

Jim Breaux originally joined Live Oak Bank with extensive financial experience in the death care industry. Breaux served as a senior loan officer on the Funeral Home Lending Team before becoming the senior vice president and national sales director for Live Oak's trust services.

Corie Gabriel, Private Client Group Director of Roosevelt Investments

Corie Gabriel joined Roosevelt Investments in 2008 and became the director of the Private Client Group in 2013. Gabriel works closely with funeral homes and cemeteries across the country to help them prepare and implement appropriate investment policy statements for their trust funds.

Wendy Wiener, Esq., Partner at Broad & Cassel, LLP

Wendy Russell Wiener, Esq., is a partner in the Tallahassee office of Broad and Cassel. She chairs the Regulatory Department of the firm’s Corporate and Finance Practice Group and has provided regulatory consulting and legal services to her death care clients for more than 23 years.


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