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Thursday, September 25, 2025

A Deep Dive Into Ohio Legacy Trusts

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Cincinnati Estate Planning Council

CINCINNATI ESTATE PLANNING COUNCIL

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Adrianne Bond, VP & Fiduciary Officer
Yellow Cardinal Advisory Group
9120 Union Center Blvd. Suite 200 West Chester, OH 45069
Phone: 513-603-4049
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UPCOMING EVENTS

September 25, 2025

A Deep Dive Into Ohio Legacy Trusts

Panelists: Mary P. Burns, Esq.; Todd Durham, J.D.; Christopher J. Geiss; Jessica Rawe, J.D., CFP®; Michael Stegman, Esq.

See Event Details

October 16, 2025

A Hard Look at the Soft Issues of Family Wealth

Susan Schoenfeld

See Event Details

December 4, 2025

Joint Lunch with FPA Southwestern Ohio

Ken Coyne

See Event Details

See Full Calendar

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