Considerations for Individual Professional Trustees sponsored by HW&Co.
About the Program
When clients are asked to select their trustees, they often think about family members, friends, or financial institutions. However, in certain situations, an individual professional trustee can be a reasonable alternative. In this presentation, Jim will address a variety of questions and issues that professionals should consider in determining whether to agree to serve as trustee.
About the Speaker
Jim Bright has practiced law since 1976. His practice at Schneider Smeltz Spieth Bell LLP is focused on probate and trust administration; estate planning for individuals and family groups; estate, gift and generation-skipping transfer tax planning; charitable gift planning; income tax planning; and providing counsel to trustees of private foundations on administration, initial formation and tax qualification. Jim served as President of Spieth, Bell, McCurdy & Newell Co., L.P.A. after 2009. Jim is a Fellow of the American College of Trust and Estate Counsel and is listed in Best Lawyers in America. He has served on the Board of Directors/Trustees of many charitable institutions in Cleveland, including The Cleveland Museum of Natural History and the Cleveland Play House. He has also been a member of the Princeton University Planned Giving Advisory Committee since 2002. Jim has also served as Honorary Consul for the Duchy of Luxembourg since 1995, and has been a partner in Cleveland Social Venture Partners since 2004. Jim was also President of the Cleveland Racquet Club in 1982.
Kimberly Stein, Esq. │ 2019-2020 Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 1/13/20, $40 for members at the door, $40 for guests and $200 for a table of six (please submit names to firstname.lastname@example.org by 1/10/20). If you reserve and are unable to attend, please call the office to cancel by noon 1/13/20 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. EPC Cleveland will also request credit from the Ohio Department of Insurance. A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
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