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DTSTART:20250925T154500Z
DTEND:20250925T170000Z
LOCATION:720 E. Pete Rose Way, Suite 120, Cincinnati, OH 45202
UID:2842720250925T154500ZA Deep Dive Into Ohio Legacy Trusts
DTSTAMP:20260430T055156Z
DESCRIPTION:\nSOLD OUT\nThis event is currently sold out.\n \n \n \nJoin us on Thursday, September 25th at the Greater Cincinnati Foundation for an insightful lunch program.\n \n \n \nMichael Stegman will lead a dynamic discussion on Ohio Legacy Trusts, joined by a panel of corporate trust officers with firsthand experience administering these trusts. Together, they’ll explore both the setup process—documents, affidavits, and client due diligence—as well as the practical realities of administration, often in the form of directed trusts.\n \nThe conversation will also highlight planning strategies that go beyond asset protection, including the use of Legacy Trusts as vehicles for multigenerational wealth planning.\n \n \n \nWe hope to see you there!\n \n \n \nBoard of Directors, Cincinnati Estate Planning Council\n     \nEvent Details     \nDate:\n \nThurs., September 25, 2025\n \n \n \nTime:\n \n11:45 AM - Registration\n \n12:00 PM - Program & Lunch\n \n1:00 PM - Adjourn\n \n \n \nCost:\n \nMembers - $15\n \nNon-Member - $35\n \n \n \nParking:\n \nFree parking available\n     \nLocation:\n \nGreater Cincinnati Foundation\n \n720 E. Pete Rose Way\n \nSuite 120\n \nCincinnati, OH 45202\n \n \n \nDeadline to Register:\n \nMON., SEPTEMBER 22ND\n \n \n \nNote: refunds will not be given for cancellations received after the registration deadline.\n     \nAPPROVED CEU Credits*\n \n \n \nCFP\n \nCPA\n KY Legal\n OH Insurance\n OH Legal\n \n \n \n*Certificate of attendance available upon request if we do not file a credit you need.\n     \n\n \n2025-2026 Season Sponsor\n \nWe are proud to welcome the\n \nGreater Cincinnati Foundation back as our season sponsor!\n     [](https://www.gcfdn.org/)    \n \n  [](https://www.gcfdn.org/)    \n \n  \n \n \nThank you to our Lunch Sponsor!\n \n \n \n\n    \n        \nAbout the Panelists\n       \nMary P. Burns, Esq.\n \nVice President of Estate Planning & Senior Trust Counsel\n \nJohnson Trust Company\n \n \n \nMary is Vice President of Estate Planning and Senior Trust Counsel for Johnson Trust Company, and also serves as Vice President and Gift Counsel for Johnson Charitable Gift Fund. She has been practicing law for over twenty years, more than half of which have been spent at Johnson Trust Company. Mary is on the Management Team of Johnson Investment Counsel and is also a shareholder of the firm. \n          \nTodd Durham, J.D.\n \nTrust Officer\n \nPark National Bank\n \n \n \nTodd is in his 25th year as a trust officer with Park National Bank, providing financial solutions to individuals and families, community organizations, and businesses. He earned his bachelor’s degree in political science at DePauw University and is a graduate of Capital University School of Law. Todd is also a registered Attorney at Law in Ohio.\n          \nChristopher J. Geiss\n \nChief Fiduciary Officer\n \nWestern Reserve Trust Company\n \n \n \nChristopher J. Geiss joined Western Reserve Trust Company as its Chief Fiduciary Officer.  As Western Reserve’s Chief Fiduciary Officer, Chris manages the firms trust operations and trust administration team. Chris also serves as a Trust Officer to Western Reserve clients and beneficiary’s whereby he provides them with expert advice on trust and estate matters, assists clients with the creation and implementation of trusts in coordination with the client’s outside legal counsel, and oversees the administration of existing trusts based on the trust’s terms and State statutes. Chris collaborates with outside investment management firms to choose appropriate asset allocation targets based on the long-term financial goals and best interests of the beneficiary(ies) to ensure that sound fiduciary judgment is followed. Finally, Chris also serves as Western Reserve’s Bank Secrecy Act and Anti-Money Laundering (BSA AML) Compliance Officer. \n          \nJessica Rawe, J.D., CFP®\n \nSenior VP, Fiduciary Market Manager\n \nPNC Private Bank®\n \n \n \nAs a senior vice president and a fiduciary market manager for the PNC Private Bank®, Jessica provides trust, financial planning and fiduciary leadership. She also serves as a fiduciary advisor for complex accounts. Jessica and her team of fiduciary advisors work closely with experienced professionals in investment management, financial and estate services, and banking services to help clients achieve their financial objectives.\n \n \n \nPrior to joining PNC, Jessica spent eight years practicing law at Adams, Stepner, Woltermann & Dusing, PLLC, focusing on estate planning, trust administration, probate, and small business law. She then served as head of trust administration for The Wealth Advisory Group at The Bank of Kentucky, before managing its conversion to BB&T Wealth. While at BB&T, Jessica continued to oversee all trust administration functions for its Wealth team in the Greater Cincinnati region.\n          \nMichael Stegman, Esq.\n \nPartner\n \nFrost Brown Todd\n \n \n \nMichael J. Stegman is a partner at Frost Brown Todd in their Wealth Planning and Family Office group. He has over forty years’ experience in estate planning. Representing individual private clients, he focuses on the preservation and succession of wealth and the reduction of wealth transfer taxes. Michael is a fellow of the American College of Trust and Estate Counsel (ACTEC). He is also a member of The International Academy of Estate and Trust Law and of STEP. He is a Certified Specialist in Estate Planning, Trust and Probate Law, as certified by the Ohio State Bar Association. \n        \nMark Your Calendar!\n   \nThurs., October 16, 2025\n \n4:00 - 6:30 PM\n \nA Hard Look at the Soft Issues of Family Wealth\n \nLocation: The Summit Hotel\n \nRegistration Coming Soon!\n   \nThurs., December 4, 2025\n \n11:30 AM - 1:00 PM\n \nJoint Lunch with FPA of Southwestern Ohio\n \nSpeaker: Ken Coyne\n \nLocation: Cincinnati Ballet\n \nRegistration Coming Soon!\n     \n Membership Links\n \n \n \n[Renew Your Membership Today!](http://www.cincinnatiestateplanningcouncil.com/members/renewal)\n \n \n \n[Download Membership Application](https://www.cincinnatiestateplanningcouncil.com/members/application)\n \n \n \n[Membership Benefits](http://www.cincinnatiestateplanningcouncil.com/members/benefits)\n        \nFollow us on LinkedIn! \n 
SUMMARY:A Deep Dive Into Ohio Legacy Trusts - Cincinnati Estate Planning Council 
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