Are you the Successor Trustee of your Parents' Living Trust? Learn the do's and don'ts of safely and successfully administering a Living Trust at this informative, educational presentation. This presentation will cover: - The duties, responsibilities & liabilities of a successor trustee - The notice, recordkeeping, and reporting requirements of the Ohio Trust Code - The "Prudent Man Standard" and how it applies to Trustees - Tax issues in administering a Living Trust
Date and Time
Monday Jul 25, 2022
7:00 PM - 8:45 PM EDT
July 25, 2022, 7:00 pm
Location
Westerville Public Library, Meeting Room A 126 South State Street Westerville, OH 43081
Fees/Admission
$50 (spouses are free)
Contact Information
Presentation by Kaye P. Willi, Tax Attorney & CPA, Willi Law Office, LLC
Send Email
