Lunch & Learn: How to be an Executor & Trustee

6904 Salisbury Road,Maumee OH 43537

10 May, 2023

Description

The executor and trustee role is demanding and carries onerous duties and responsibilities. If you will someday be an executor or trustee for a loved one, or want to ensure you set your representatives up for success, this workshop is for you. GUEST SPEAKER Carol A. Sobczak, Shumaker, Loop & Kendrick, LLP. Carol is a Certified Specialist in Estate Planning, Trust and Probate Law as certified by The State Bar of California Board of Legal Specialization. Carol also is admitted to practice law in Ohio, Illinois, and Michigan. Carol focuses her practice on planning for and administration of large and small estates, charitable and gift planning, business succession planning, income and estate tax planning, and planning for special needs beneficiaries. She has represented both fiduciaries and beneficiaries in contested probate and trust estates. Carol has taught Estate Planning and Federal Estate & Gift Taxation at the University of Toledo College of Law, and Legal Writing at Northwestern University School of Law.