STL Practicing Scholars Series: Trust Fiduciaries
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Date: March 20, 2023
Location: MAC downtown 405 Washington Avenue
Lunch and Presentation
Topic: STL Practicing Scholars Series: Fiduciaries
Speakers: Jack Challis, J.D. (Midwest Trust); Carolyn Ohlsen, J.D. (Lowenhaupt & Chasnoff); Samir Tayob, J.D. (U.S. Trust) - Moderator: Michael Foster, CTFA, AEP (Commerce Trust)
About the presentation: This program will draw upon the experiences of corporate and professional Trustees to offer insight into designing and carrying out more effective Trust Administrations to fulfill the purposes of estate planning clients.
To register for this session, go to www.epcstlouis.org and click the link for the session.
CPA's - CPE Credit Note: In order to be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.
Continuing Education
EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP, L&H Insurance
CPE Information for CPAs
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will:
Learning Objectives:
Upon completion of this course, you should be able to:
- Understand the qualifications needed by a Trustee and how to facilitate success in beginning a trust administration;
- Understand areas in which trusts experience challenges and how to manage the factors that contribute to those challenges; and
- Recognize methods of resolving problem trusts using traditional and modern statutory methods.
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Additional Information:
Delivery Method: Group Live/Group Internet Based
Program Level: Basic
Pre-requisite: NONE
Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.
Refunds and Cancellations: All attendees are required to register in advance. If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.
Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
National Registry of CPE Sponsors Number 109467
CTFA
CTFA 1.25 CE credit
CFP
Upon completion of this course, you should be able to:
- Understand the qualifications needed by a Trustee and how to facilitate success in beginning a trust administration;
- Understand areas in which trusts experience challenges and how to manage the factors that contribute to those challenges; and
- Recognize methods of resolving problem trusts using traditional and modern statutory methods.
About the Speakers
Michael Foster, CTFA, AEP® Moderator Senior VP, Commerce Bank
Carolyn Ohlsen Managing Partner, Lowenhaupt & Chasnoff, LLC
Carolyn’s practice involves advising individuals and families of varying resources on all phases of estate, trust and entity planning to suit their unique objectives. Carolyn has a particular concern for legacy development and carrying out a client’s purposes through effective administration. The firm also works with advisors and family offices to help clients build a stable and straightforward platform for wealth management and transmission, strategic philanthropy and governance.
Carolyn has had a special interest in the business of trust administration since attaining her MBA in 1992. She has been a speaker on trust administration topics since 2004 and has served as Trustee of private trusts since 2006. Carolyn attended the Leadership Center for Investment Stewards, then held in New London, Connecticut, in 2012, obtaining a Certificate in Fiduciary Governance. She is a full member of STEP and received the Accredited Estate Planner (AEP) designation from the National Association of Estate Planners and Councils, in 2007.
Currently, Carolyn is retained by more than 200 trusts to advise the Trustees with respect to the performance of their fiduciary duties. She also serves as a Trustee of 21 private trusts and as a Director, with similar fiduciary responsibilities, of 4 holding companies and a private foundation.
She is a 1991 graduate, cum laude, from the St. Louis University School of Law
Jack Challis Managing Director, Estate Planning Strategies Midwest Trust
Samir Tayob, J.D, Commerce Bank
