This program, which provides tips and tools to administer a Trust under the Ohio Trust Code originally took place on 11/17/17.
Program Schedule:
8:45am – 9am: Registration & Networking
9am-10am: Checklist for Trust Administration
10am-11am: Trustee’s Duties and Beneficiaries’ Rights Regarding Information About the Trust: The Basics & More
11am-11:15am: Break
11:15am-12:15pm: Modifying Irrevocable Trusts
3.0 CLE APPROVED
Digital Materials:
Written Seminar Materials are digitally available two or three days before the seminar date. To access or download the written materials, please save your confirmation email to link back to the program details where the files will be listed.
Written Materials:
In advance of the seminar, participants may purchase a set of Written Seminar Materials, which are available for pickup at the seminar.