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41st Annual Estate Planning Institute


41st Annual Estate Planning Institute, sponsored by the Estate Planning, Probate & Trust Law Section of the Cleveland Metropolitan Bar Association



Approved 6.75 CLE Hours

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 Concerns
  • Practical Decanting: Uses, Limitations, and Lessons Learned
  • Portability vs. A/B Trusts: Estate and Income Tax Considerations
  • Staying Current on the 706


  • The CMBA now offers course materials in your choice of print or electronic formats.

    Pricing for electronic materials
    (link to materials will be sent prior to seminar; materials may be printed or downloaded, or viewed online at the seminar)

    $215 CMBA Members
    $265 Non-Members
    $185 Government Attorneys
    $165 Affiliate Members (no CLE) and New Attorneys

    Pricing for print materials
    (registrations must be received by October 24 to guarantee print materials; materials will be distributed the day of the program)

    $245 CMBA Members
    $295 Non-Members
    $215 Government Attorneys
    $195 Affiliate Members (no CLE) and New Attorneys

    For full details on the Institute, click here to view the Institute webpage.

    To register, please sign in, click here to download the registration form or contact the CLE Department at 216-696-2404.

Start Date: Friday, October 31, 2014
End Date: Friday, October 31, 2014
Coordinators: CLE Department
216-696-2404
Address: Cleveland Metropolitan Bar Association
1375 East 9th Street
Floor 2
Cleveland, OH 44114
Directions: Please note - the CMBA will move to One Cleveland Center (corner of East Ninth and St. Clair) on October 1. Parking is available for $6.25 per car (for those entering before 8:30 a.m.) in the One Cleveland Center garage. The main entrance for the parking garage is on St. Clair.

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