Tuesday, September 24

12:00 - 1:00 p.m. ET

As the population ages and dementia diagnoses increase each year, trustees routinely face situations where they suspect incapacity of key stakeholders. Is the current trustee incapacitated? What duties does a successor trustee now owe to that individual and to the beneficiaries? What about a co-trustee whose capacity is in question? A beneficiary?

This 60 minute webinar will cover:

• Risks of inaction
• Best practices for risk management
• Options for action including:
  • Guardianship application procedures
  • Petitions for Instruction
  • Requests for Examination

This course is pending approval in Ohio for 1.00 total CLE hour instruction.

Our presenters: 

 Questions? Contact Mallory Rohr.