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Hot Topics in Estate Planning - CMBA News and Information

CMBA Updates & Legal News


Posted by: Dominica Essi on Apr 30, 2021

Hot Topics in Estate Planning


Friday, June 18th | 9:00 - 11:00 AM via Zoom | Click Here to Register


Agenda:

9:00 AM
Welcome and Introductory Remarks


Maryann Thomas,
 
Outgoing Chair, Estate Planning, Probate, and Trust Law Section

9:00 - 9:45 AM
Federal Update and Top Tax and Estate Planning Techniques Today

TCJA, COVID-19, and the election results have and will change everything we know as planners.  This presentation will discuss straightforward and innovative planning opportunities for families (and their businesses) that best take advantage of both the “expiring” and “permanent” provisions of the tax law, with an eye toward anticipated changes to the future planning landscape.

Speaker:


Paul S. Lee, Northern Trust
 
9:45-10:45 AM
Artificial Reproductive Technology Panel Discussion      

With contributing factors such as obesity, stress, and pollution causing fertility rates to drop across the United States, more and more people turn to artificial reproductive technology to have children. Through a panel discussion, Law School Deans Browne Lewis and Camille Davidson will introduce attendees to how jurisdictions across the world—with specific attention being paid to Ohio—are addressing the legal problems artificial reproductive technology creates for estate planners. 

Moderator:


Paul Shugar,
 
Incoming Chair, Estate Planning, Probate, and Trust Law Section

Speakers:


Browne Lewis,
Dean, NCCentral Law School


Camille Davidson,
Dean, Southern Illinois University School of Law

10:45-11:00 AM
Ohio Legislative Update: An Update on the Status of Ohio Trust and Estate Legislation:

Introduction:


Maryann Thomas,
Outgoing Chair, Estate Planning, Probate, and Trust Law Section

Speaker:


Bob Brucken, 
Editor-in-Chief, Probate Law Journal of Ohio

11:00 AM
Closing Remarks:


Paul Shugar,

Incoming Chair, Estate Planning, Probate, and Trust Law Section

Click Here to Register

 

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