Join Ulmer attorneys Daniela Paez and John R. Harrison as they host a complimentary webinar on high stakes guardianships and best practices for corporate fiduciaries. During the interactive presentation, Daniela and John will cover the following:

• Introduction to guardianship, famous cases, and possible alternatives
• Procedure for establishing guardianship, understanding of filings, and standard of review
• Administrative duties, including identifying ward’s rights, special circumstances, appropriate checks and balances, and reasons for dissolution
• Considerations and best practices for corporate fiduciaries and other guardianship-related issues for financial institutions

Who Should Attend?

• Corporate fiduciaries
• Trust & Estate attorneys
• Those who are or may consider becoming guardians
• Financial planners and financial services attorneys

CLE Credit + On Demand: This webinar is approved for 1.0 hour of general CLE credit in Pennsylvania, and pending approval in Ilinois and Ohio, for the live (10/12/2021) and on-demand viewings through 12/31/2022. In order to obtain credit for this webinar in Illinois (Live and Recorded Technology), Ohio (Live Interactive Webinar and Self-Study), and Pennsylvania (Live Webcast and Internet Based) you must:

• watch for a minimum of 30 minutes (at least 60 minutes in Pennsylvania),
• answer poll questions,
• and complete the evaluation in the survey widget.

Eligibility for credit of on-demand viewing will be determined at the end of each month and participants will be emailed a Certificate of Attendance/Completion. CLE Credit will be reported and all applicable attendance fees paid by Ulmer & Berne on behalf of the attendee in Illinois, Ohio, and Pennsylvania.

For an optimal at-home viewing experience, it is highly recommended that viewers watch directly from their home WiFi connection and log out of any work terminal.

Questions? Contact:

Katie Lamar, Marketing Coordinator
klamar@ulmer.com
216.583.7366

Abi Humphrey, Events Manager
ahumphrey@ulmer.com
216.583.7302