7:45 a.m. Registration
8:10 a.m. Welcome & Introductions
Erica E. McGregor, Tucker Ellis LLP, Institute Chair
8:15 a.m. Ohio Update
Timothy J. Pillari, Wickens Herzer Panza Cook & Batista Co.
8:45 a.m. Ohio Trust Company Legislation
Robert R. Galloway, BakerHostetler LLP
9:15 a.m. Come Back to Ohio!
Robert M. Brucken, Retired Partner, BakerHostetler LLP
9:45 a.m. Break
10:00 a.m. Estate Planning Issues Facing LGBT Clients
Joan M. Burda, Attorney at Law
10:30 a.m. Federal Update
Scott E. Swartz, Wellspring Financial Advisors, LLC
11:15 a.m. Administering Third Party Wholly Discretionary Trusts
David S. Banas, Hickman & Lowder Co., L.P.A.
11:45 a.m. Lunch (included with registration)
12:45 p.m. Use of Beneficiary Designations, PODs and TODs in Estate Planning
Jaclyn M. Vary, Schneider, Smeltz, Ranney & LaFond P.L.L.
1:15 p.m. Financial Effects of Basis Step Up and Estate Tax Inclusion
Thomas J. Pauloski, J.D., National Managing Director for Wealth Planning and Analysis, Bernstein Global Wealth Management Private Client Group
2:00 p.m. Planning for Basis Step Up with Existing B Trusts
Edwin P. Morrow III, Vice President, Wealth Management, Key Private Bank
2:30 p.m. Break
2:45 p.m. Location, Location, Location: Advising Clients Who Own (Or Who Want to Own)Foreign Real Estate
James Spallino, Jr., Thompson Hine LLP
3:15 p.m. The Intersection of Estate Planning and Governing Agreements for Business Entities
Christina D. Evans, Hahn Loeser & Parks LLP
4:00 p.m. Charitable Giving with Business Interests and Unique Assets
Roger L. Shumaker, McDonald Hopkins LLC
Ginger F. Mlakar, The Cleveland Foundation
4:30 p.m. Adjourn