Wednesday, March 19, 2025 — COEPC Meeting
From Mar 19, 2025, 5:30 PM PT to Mar 19, 2025, 7:30 PM PT
Closed!
Information
Bridging the Gap: Insights from Both Sides of the Desk
Join us for an insightful discussion on the critical differences between drafting trust documents as an attorney and administering them as a trustee. Whether you're an attorney, trustee, or advisor, this session will provide valuable takeaways to help bridge the gap between planning and execution.
What you’ll learn:
- The key differences between trust drafting and real-world administration—and why they matter.
- Common challenges that arise when legal language meets practical implementation.
- How to prevent misalignments between a trust's intent and its actual execution.
- Best practices for ensuring a smoother transition from trust planning to administration.
- Actionable strategies to improve collaboration between attorneys and trustees.
Closed!
Contacts
Email addresscoepcbend@gmail.com
Phone
Registration dates
Start
Feb 1, 2025, 12:00 AM PT
End
Mar 5, 2025, 12:00 PM PT
Event dates
Start
Mar 19, 2025, 5:30 PM PT
End
Mar 19, 2025, 7:30 PM PT
Location
10 Barrel Eastside – Upstairs Banquet Room, 62950 Northeast 18th Street, Bend, Oregon, United States, 97701