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DTSTART:20211118T173000Z
DTEND:20211118T183000Z
LOCATION:Zaharakos, 329 Washington St, Columbus, IN 47201
UID:2182920211118T173000ZTrust Officers, CPAs, and Attorneys – Working Together in Trust Market
DTSTAMP:20260429T051544Z
DESCRIPTION:\nThis will be our second in-person event in over a year. The day will begin with lunch at noon and then Mr. Groves will begin his remarks at 12:30 pm. Below is an outline and description of his talk.\n \nTrust Officers, CPAs, and Attorneys – Working together in Trust Market\n \n \n \nRyan Groves, JD\n \nWealth Advisor\n \nOld National Wealth Management\n \nMuncie Indiana\n \n \n \nOutline\n \n \n Trust Officers Language hiccups they’ve seen Direction they want – and don’t  CPAs Numbers are fun How other professions can help  Attorneys Let’s avoid litigation Communication is key  Best practices Communicate, communicate, communicate  \n \n \nDegree of difficulty: moderate\n \n \n \nThis CE is designed to help the various professionals involved in estate planning, and especially in drafting and administering trusts, learn what they can do (and not do) to make their colleague’s jobs easier. From drafting language that provides too much or too little direction and when its advisable to bring the remainder beneficiaries into the loop, this CE will help estate planning professional understand the roles of their counterparts.\n
SUMMARY:Trust Officers, CPAs, and Attorneys – Working Together in Trust Market - Hoosier Hills Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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