8:10 a.m. Introductory Remarks
Joanne E. Hindel, Fifth Third Bank, Institute Chair
8:15 a.m. Federal Update
Scott E. Swartz, Benesch, Friedlander, Coplan & Aronoff LLP
9:00 a.m. Year-end Tax Planning
Ellen K. Meehan, Squire Sanders (US) LLP
9:30 a.m. An Update on Formula Clauses
Jeffry L. Weiler, Tucker Ellis LLP
10:00 a.m. Break
10:15 a.m. Spendthrift Provisions
J. Paul Fidler, Schneider, Smeltz, Ranney & LaFond P.L.L.
10:45 a.m. Oil and Gas Interests- A Primer on Mineral Rights
Michael A. Ogline, Geiger, Teeple, Smith and Hahn
11:30 a.m. Luncheon
12:45 p.m. Ohio Update
Joseph F. Verciglio, Baker & Hostetler LLP
1:30 p.m. The Issue with Issue - Reproductive Issues
Frances Mitchell Schaul, Calfee, Halter & Griswold LLP
2:00 p.m. Ohio Uniform POA Act
Richard E. Davis, Krugliak, Wilkins, Griffiths & Dougherty Co., LPA
2:45 p.m. Break
3:00 p.m. Explaining New and Different Trust Ideas
Joseph M. Mentrek, Meaden & Moore Ltd
3:45 p.m. Trust Makeovers: Decanting/Private Agreements/Reformations
Robert M. Brucken, Retired Partner, Baker & Hostetler LLP
Joanne E. Hindel, Fifth Third Bank, Institute Chair
Alan Newman, Professor of Law, University of Akron School of Law
4:45 p.m. Adjourn
The CMBA and the Institute Committee gratefully acknowledge our sponsors for their contributions to this event:
BNY Mellon Wealth Management
The Cleveland Foundation
Glenmede Trust Company
Jewish Federation of Cleveland
Key Private Banking
PNC Wealth Management
The Private Trust Company
The Trust for Public Land