Attorney Elizabeth L. Perla to Speak for Trust Professionals

Cleveland attorney Elizabeth L. Perla has been chosen by the National Business Institute to speak at their “Trusts 101” Seminar in Cleveland, Ohio on June 19, 2014 on the topic of Ethical Considerations. She will cover the issues of ‘Who is Your Client?’, ‘Confidentiality in Third Party Communications,’ ‘Assessing the Client’s Capacity,’ and ‘Avoiding Fraudulent Transfers.’ The seminar is designed for attorneys, financial planners, accountants, tax preparers, trust officers and paralegals. The program will be recorded in its entirety and can be obtained by contacting NBI directly.