2014 Estate Planning Institute

41st Annual Estate Planning Institute - October 31, 2014

Cleveland Metropolitan Bar Association, 1375 East Ninth Street, Second Floor - One Cleveland Center, Cleveland, OH

Sponsored by the Estate Planning, Probate & Trust Law Section of the Cleveland Metropolitan Bar Association

CLE Hours and Advanced Specialization Credits Available

Click here for registration details


Topics include:

  • Ohio Law Update

  • Fiduciary "War Stories"

  • Emerging Issues in Fiduciary Income Tax

  • What Your Clients Are Thinking About as They Approach Retirement

  • Foreign Account Compliance:  FATCA and FBAR

  • Federal Law Update

  • Client Incapacity:  How to Identify and Respond to Customers

  • Practical Decanting:  Uses, Limitations and Lessons Learned 

  • Portability vs. A/B Trusts:  Estate and Income Tax Considerations

  • Staying Current on the 706

8:00 a.m.     Registration

8:30 a.m.     Ohio Law Update
Kimberly Stein
, Spieth, Bell, McCurdy & Newell Co., L.P.A.

9:00 a.m.      Fiduciary “War Stories”
Michael J. Thacker
, KeyBank National Association

9:30 a.m.     Emerging Issues in Fiduciary Income Tax
Alan S. Acker,
Attorney at Law

10:15 a.m.      Break

10:30 a.m.     What Your Clients are Thinking About as They Approach Retirement
David K. Plotts
, Glenmede

11:15 a.m.     Foreign Account Compliance: FATCA and FBAR
Matthew F. Kadish
, Kadish, Hinkel & Weibel

12:00 p.m.     Lunch

1:00 p.m.     Federal Law Update
Scott E. Swartz
, Walter | Haverfield LLP

1:45 p.m.     Client Incapacity: How to Identify and Respond to Concerns
Adam M. Fried
, Reminger Co., L.P.A.
Sherif A. Soliman M.D., Clinical Assistant Professor, Case Western Reserve University

2:45 p.m.     Break

3:00 p.m.     Practical Decanting: Uses, Limitations, and Lessons Learned
Chad W. Makuch
, BakerHostetler

3:30 p.m.     Portability vs. A/B Trusts: Estate and Income Tax Considerations
Louis B. Geneva
, The Geneva Law Firm, LLC
F. Scott Geneva, The Geneva Law Firm, LLC

4:30 p.m.     Staying Current on the 706
Joseph M. Mentrek,
Meaden & Moore Ltd

4:45 p.m.     Adjourn


Robert R. Galloway, Chair
Erica E. McGregor, Vice Chair
Maureen Beaver, Curriculum Chair 
David M. Lenz, Outlines Chair
Michael J. Thacker, Immediate Past Chair


Charles F. Adler
Herbert L. Braverman
J. Donald Cairns
Louis B. Geneva
James A. Goldsmith
Lawrence H. Hatch
Joanne E. Hindel
Brian J. Jereb
Matthew F. Kadish
Roy A. Krall
Ellen K. Meehan
Joseph M. Mentrek
Ginger F. Mlakar
Susan L. Racey
Charles L. Ratner
Kevin G. Robertson
Jennifer A. Savage 

The CMBA and the Institute Committee gratefully acknowledge our sponsors for their contributions to this event:

BNY Wealth Management

The Cleveland Foundation


Key Private Bank

Jewish Federation of Cleveland

PNC Bank

The Private Trust Company