"Legal Ethics in Trust Administration""
Jason Ray
Senior Vice President, Trust
BOK Financial
This will be a discussion of ethical pitfalls, fiduciary duties, and to whom they apply in the context of a trust administration.
There is no cost to attend!
7:15am:
Log on/Dial in
7:25am:
Announcements
7:30am:
Presentation
8:30am:
Closing Comments/Adjourn
Zoom Access Information
Join Zoom Meeting
https://zoom.us/j/92360451737
Meeting ID: 923 6045 1737
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Find your local number:
East Valley Estate Planning Council
www.evepc.wildapricot.org
evepc@premiumorganization.com
602-840-2900 X1
