The Ohio Trust Code isn’t new anymore, but attorneys, counselors, and advisors still need to know what duties and responsibilities it imposes on trustees. Many attorneys who prepare estate planning trusts pay little attention to the duties and obligations of the trustee of those trusts, and don’t spend a great deal of time discussing those matter with clients to be sure that the named trustee can actually do the job. The job involves more than just investing assets properly. The Ohio Trust Code codified many aspects of Ohio’s common law on the administration of trusts, but also imposes new duties that, in some cases, are more complex than those that existed before. This topic will help trust grantors, trustees, and the persons who advise them understand what a trustee needs to do to comply with the fiduciary duties imposed by Ohio law and, just as important, avoid personal or fiduciary liability for improper actions. Trust administration is an area of increased litigation and liability, and this seminar is critical to prepare counselors and advisors to identify potential controversies and equip them to proactively avoid or resolve those problems. A trust plan that is mired in ongoing litigation seldom accomplishes a trust grantor’s intent, so it is important to know these very important rules.
Agenda
Faculty
Sherrille D. Akin
Isaac Wiles Burkholder & Teetor, LLC
- Partner in the office of Isaac Wiles Burkholder & Teetor LLC
- Practice emphasizes all aspects of estate planning, probate and trust administration
- Regularly speaks at seminars and workshops on estate planning, probate and guardianship, and trust issues
- Ohio State Bar Association Certified Specialist in Estate Planning Trust & Probate Law
- Admitted to Practice, Ohio; Florida; U.S. District Court, S.D. Ohio; U.S. District Court, N.D. Ohio; U.S. Court of Appeals for Veteran’s Claims; U.S. Tax Court
- Member, Columbus Bar Association, The Florida Bar, Ohio Bar Association, American Bar Association
- LL.M. degree in taxation, University of Florida; J.D. degree, cum laude, Stetson Uni-versity College of Law; B.A. degree in political science, Stetson University
- Can be contacted at 614-220-5129, [email protected] or on Facebook® at www.facebook.com/AkinElderLaw
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