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Trust Accounting Objections & Exoneration of Trustees
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Trust Accounting Objections & Exoneration of Trustees

2 hrs. CLE

4/21/2016
When: Thursday, April 21, 2016
8:00 AM - 10:45 AM
Where: Regions Bank Event Center
One Indiana Square
Fifth Floor
Indianapolis, Indiana  46204
United States
Contact: Sherry Allan
317-639-5465


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Sponsored by the Probate, Trust & Real Property Section

 

TRUST ACCOUNTING OBJECTIONS

& EXONERATION OF TRUSTEES

2 hours CLE

 

Agenda

 

8:00 am - 8:30 am

Registration & Breakfast

 

8:30 am - 9:30 am

Trust Accounting Objections and Exoneration of Trustees - Part I (1 hr. CLE)

Ellen M. Deeter, Dale and Eke PC
Catherine “Kate” Borkowski, Oxford Financial Group Ltd.

 

9:30 am - 9:45 am

Break

 

9:45 am - 10:45 am

Trust Accounting Objections and Exoneration of Trustees - Part II (1 hr. CLE)

Rodney Retzner, Krieg DeVault LLP

 


 

Program Topics


• Required content and format of accounting under Trust Code
• Trustee missteps/red flags revealed in accounting
• Presentation of objections for judicial determination and trustee liability
• Legal consequences of written beneficiary consent and exoneration of trustee

 

Pricing Information


$15 - ISBA Student Member

$75 - Probate, Trust & Real Property Section Member

$85 - ISBA Member

$115 - Non-ISBA Member

 

Cancellation Policy

 

A $25 service fee will be applied to cancellations received on or before 4/14/16. No refunds on cancellations received after 4/14/16. If you send someone else in your place, please provide ISBA with that person’s name.

 

Program Chair

 

Diane L. Liptack, Cremer & Cremer

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