Larry Osborn Presents NBI Webinar on Drafting a Trust

In the National Business Institute (NBI) on-demand webinar, “Drafting a Simple Trust (With Bonus Clauses),” Partner Larry Osborn presented a session titled “Post-Drafting Tasks: What Happens After You Draft the Trust?” He examined the practical issues that trustees and their counsel confront once drafting is complete and the work of funding and administration begins.

Access the webinar here.

“Post-drafting tasks are where a lot of the real risk lives, long after the documents are signed. My goal was to give attendees a practical framework for handling that stage well,” said Osborn.

Keystone remains committed to advancing dialogue and expertise in probate and trust administration.