8:15 a.m. Welcome & Introductions
Michael J. Thacker, Key Bank National Association, Institute Chair
8:15 a.m. Ohio Update
Kyle B. Gee, Spieth, Bell, McCurdy & Newell Co., L.P.A
8:45 a.m. Asset Protection in Ohio
Bo Loeffler, The Loeffler Law Firm, LLC
Daniel R. Griffith, VP and Senior Trust Officer, Premier Bank & Trust, NA
9:45 a.m. Planned Giving Opportunities
Stephen H. Gariepy, Hahn Loeser & Parks LLP
10:15 a.m. Break
10:30 a.m. Drafting and Administration of Nontaxable Estates
Thomas Pillari, Wickens Herzer Panza Cook & Batista Co.
11:15 a.m. Life Insurance in the Estate Plan
Charles L. Ratner, JD, CLU, ChFC. Ernst & Young LLP
12:00 p.m. Lunch (included with program)
1:00 p.m. Federal Update
Scott Swartz, Benesch, Friedlander, Coplan & Aronoff LLP
1:45 p.m. Ethical Issues Facing Trustees
Joanne E. Hindel, Fifth Third Bank
Katerina Mills, Fifth Third Bank
2:15 p.m. Social Security Retirement Options and Medicare Issues
Lisa Montoni Garvin, Hickman & Lowder Co., L.P.A.
Janet L. Lowder, Hickman & Lowder Co., L.P.A.
2:45 p.m. Break
3:00 p.m. Intra-Family Loans
Gary A. Zwick, Walter | Haverfield LLP
3:30 p.m. Probate/Trust Litigation
Melissa Lynn Zujkowski, Ulmer & Berne LLP
4:00 p.m. Digital Property Interests
David M. Lenz, Schneider, Smeltz, Ranney & LaFond P.L.L.
4:30 p.m. Adjourn