What Can (and Can’t) Be Done?: Best Practices for Trustees Who Suspect Incapacity of Settlor, Co-Trustee, or Beneficiary

Beth Weinewuth and Colleen Laux, attorneys in the Vorys trust, estates and wealth transfer group, presented a complimentary webinar on September 24, 2019 on the best practices for trustees who suspect incapacity of a settlor, co-trustee or beneficiary. The webinar covered risks of inaction, best practices for risk management, and options for action including guardianship application procedures, petitions for instruction and requests for examination.       

To view the archived program, click here.