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
Monday Jul 25, 2022
7:00 PM - 8:45 PM EDT
July 25, 2022, 7:00 pm
Westerville Public Library, Meeting Room A 126 South State Street Westerville, OH 43081
$50 (spouses are free)
Presentation by Kaye P. Willi, Tax Attorney & CPA, Willi Law Office, LLC
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Printed courtesy of www.westervillechamber.com/ – Contact the Westerville Area Chamber for more information.
99 Commerce Park Drive, Suite A, Westerville, OH 43082 – (614) 882-8917 – jdavis@westervillechamber.com