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Hot Topics In Estate Planning | CMBA CLE Catalog

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Hot Topics In Estate Planning

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Date Published

June 18, 2021


Cleveland Metropolitan Bar Association


Estate Planning


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Welcome and Introductory Remarks

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

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.


Paul S. Lee, Northern Trust

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. 


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

Browne Lewis,
Dean, NCCentral Law School

Camille Davidson,
Dean, Southern Illinois University School of Law

Ohio Legislative Update: An Update on the Status of Ohio Trust and Estate Legislation:


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

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

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

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Maryann Thomas

Outgoing Chair, Estate Planning, Probate, and Trust Law SectionMaryann serves as Vice President and Legal Counsel for a... Read More

Paul Shugar

As a shareholder of Reminger’s Probate Litigation Department, Paul has statewide experience involving an array of... Read More

Paul S. Lee
Northern Trust

Paul is the Chief Tax Strategist for Northern Trust Wealth Management. In this role, he leads research and strategy... Read More

Browne Lewis

A prolific legal scholar, Dean Lewis’ researches in the areas of artificial intelligence, assisted reproductive technology,... Read More

Camille Davidson
Dean - Southern Illinois University School of Law

Camille M. Davidson is Dean and Professor of Law at Southern Illinois University School of Law. She joined the law school in... Read More

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

Marietta College graduate of 1956. J.D. from University of Michigan in 1959. Retired Partner of the firm of Baker &... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
Program Materials
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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