Corporate Fiduciary Services: Partnering with Attorneys, Clients, and Other Advisors | CLE Seminar Catalog

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On-Demand CLE Programs

Corporate Fiduciary Services

Partnering with Attorneys, Clients, and Other Advisors

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Date Published

December 20, 2020


Dayton Bar Association


Fiduciary Services, Corporate, Estate Law, Probate, Trusts


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This seminar will address the following topics:

•What the typical trust administration process for the bank looks like
•What terms the banks are looking for or do not like to see in trusts
•Major pitfalls in trusts, including when the trust is drafted with an individual in mind and a bank ends up needing to serve
•The pitfalls that the bar and clients perceive when naming a corporate trustee (i.e. the cost, lack of a relationship with the trustee, and timelessness) and dispelling these concerns
•Other services the banks will provide, including executor, guardian, POA, and custodian

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Peg Foley
Trust Officer - Park National Bank

Peg Foley is a Trust Officer for Park National Bank in Downtown Springfield, Ohio, and has been in the banking industry since... Read More

Kevin McDonald
Senior Vice President and Senior Fiduciary Strategist - Key Private Bank

Kevin McDonald is Senior Vice President and Senior Fiduciary Strategist for Key Private Bank. He has over 35 years of... Read More

David Ramer
Vice President and Regional Fiduciary Executive - Fifth Third Private Bank

Dan Ramer is a Vice President and Regional Fiduciary Executive with Fifth Third Private Bank. Dan's responsibilities include... Read More

Jamie Taylor
Assistant Vice President Fiduciary Advisor - PNC Wealth Management

Jamie M. Taylor is an Assistant Vice President Fiduciary Advisor for PNC Wealth Management. She earned her Bachelor’s Degree... Read More

Frank Williams
Vice President and Senior Trust Officer - LCNB National Bank

Frank Williams is Vice President and Senior Trust Officer for LCNB National Bank. He has extensive experience and knowledge... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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