From time to time, clients have mentioned that they are interested in attending one of our educational programs but their scheduled conflicts with the workshop date. To compound the problem, often the people you have named as your successor trustees may live out of town and may not be able to attend a training workshop. 

We have created on-line educational workshops that can be viewed over the internet. No special software is required to view these workshops. Please note that we will continue to add additional workshops over time. Watch your client newsletter for information concerning new on-line educational workshops.

'What to Do' Workshop

This workshop provides clients and the people they have named to assist with winding down their affairs a practical overview of what things to be sure to do as well as what not to do when a loved one is mentally disabled or upon their demise. 

Follow these simple steps:

  1.  Register in the box to the right. 

  2.  Click here to print the handouts (PDF) that accompany the video.  

  3.  Watch the video by clicking on the play button.  

*If you experience any problems with viewing this video or downloading the handouts, please contact our office for assistance.

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How to Prepare Your Final Arrangements

With Anthony A. Ripepi, Jr. 

Mr. Ripepi, of A. Ripepi & Sons Funeral Home, is a licensed Funeral Director, Pre-need Counselor and Advisor. Mr. Ripepi hosted a strongly attended program on a number of topics such as pre-paid funeral plans, typical costs to expect, how to raise the issue of a funeral with a loved one, how to ensure your funeral wishes are carried out, what questions to ask your funeral director, and a host of other issues.

You may also download the handouts by clicking here.

Health Care Issues

With Wendy B. Henoch, JD, RN 

Corporate Compliance Officer, Cleveland Clinic

Attorney and RN Wendy B. Henoch shared her insights as to how Health Care Powers of Attorneys and Living Wills are utilized by the hospital medical professionals.  Ms. Henoch addressed when these documents do not apply, how to increase the likelihood your health care wishes will be followed, and how to be an effective patient advocate for yourself or other loved ones.  Additional topics included the different types of Do Not Resuscitate orders (DNRs) as well as end of life issues.

During her presentation, Wendy mentioned there were some good resources about DNR orders on the Ohio State Bar Association website and we promised to post that link to our website.  If you would like to review the information on DNR orders on the Ohio State Bar Association site click here.

Introduction to Social Media 

With Jordan Lambert Marketing and Communication Coordinator

(Also Known as How to Communicate With Your Grandchildren)

This presentation will provide an overview of various ways technology is used to stay in touch with friends and family.  We will explain what the differences are between different types of social media such as Facebook, Twitter, Instagram and other popular social media websites.


With Kami Imes, LSW, MSW and
Mary Beth Willi, LPN

Kami Imes and Mary Beth Willi discuss each of their unique experiences working at Hospice – Kami from the standpoint of a social worker and Mary Beth in the capacity of a Hospice Nurse.  This program will likely dispel a number of myths about what Hospices is, what it does (and what it doesn’t do) as well as what information families should know about Hospice.  Mary Beth also expanded her discussion into the dying process and the types of experiences a patient may have as they progress through that process.  This workshop was recorded on July 16, 2019.

Trust Protections

With Jennifer Allen and Ray Casey

Inheriting assets from a trust presents a unique opportunity to leave an inheritance protected against divorces, creditors, bankruptcies, law suits and other third parties with bad motives.  This presentation will delve into a deeper discussion of what protections exist, how the protections are maintained, as well as the most frequently asked questions we receive about Inherited Trusts.


With Raymond J. Casey, Esq. and Scott A. Williams, Esq.

On January 1, 2020, the SECURE Act took effect which impacts qualified retirement plans.  This new statute significantly changed the planning landscape for qualified retirement plans both during the life of the owner (i.e. the Participant) and after their death.  This presentation will provide an in depth overview of the various changes to the law as well as possible strategies to consider to reduce income taxation of plan proceeds.