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Corporate Fiduciaries – Sponsored by Estate, Trust, & Guardianship Mediation Services

The Estate, Guardianship & Trust Committee presents:
Corporate Fiduciaries

Description: Mr. Burroughs will present on the duties and responsibilities of trustees in general, and corporate fiduciaries in particular. He will review how a corporate fiduciary handles a matter, what information they need from beneficiaries, and how discretionary decisions are made. Last, Mr. Burroughs will go over common issues and concerns that a corporate fiduciary faces in a number of situations. 

Location: Note – This will be a live webinar.  Zoom login instructions will be sent the morning of.

Program: 12:00 pm – 1:00 pm

CLE: 1 General Credit 

Speaker:

  • Rick Burroughs

Sponsored by Estate, Trust, & Guardianship Mediation Services

Registration deadline: January 9, 2021

If you have any questions or need help registering, please contact Stephanie Sadi at stephanies@ocbanet.org or 407-422-4551 ext. 233.

***If you are an OCBA Member, please make sure you login to your account before registering for any events/seminars to receive your member discount if applicable***

Click HERE to register.

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