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47th Annual Estate Planning Institute Day 3 | CMBA CLE Catalog

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On-Demand

47th Annual Estate Planning Institute Day 3

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Date Published

October 30, 2020

Publisher

Cleveland Metropolitan Bar Association

Subjects

Estate Planning

Questions

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Summary

1.75 Hours of CLE Total
Washington Update
Ronald D. Aucutt, Senior Fiduciary Counsel, Bessemer Trust
 
Potential Pitfalls in Estate Planning for Today’s Clients
Julie Firestone, Singerman, Mills, Desberg, & Kauntz Co., L.P.A.
Lori Kilpeck, Brouse McDowell

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Presenters

Ronald D. Aucutt
Senior Fiduciary Counsel - Bessemer Trust

Ronald D. Aucutt is a Senior Fiduciary Counsel with Bessemer Trust Company, N.A. Before joining Bessemer in April 2019, Ron... Read More

Julie E. Firestone
L.P.A. - Singerman, Mills, Desberg, & Kauntz Co.

Julie E. Firestone is a Principal in the Cleveland law firm of Singerman, Mills, Desberg & Kauntz Co., L.P.A., where she... Read More

Lori Kilpeck
Partner - Brouse McDowell’s Trusts and Estates Practice Group

Lori is a partner in Brouse McDowell’s Trusts and Estates Practice Group. Her practice is concentrated in the areas of estate... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation Replay
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Credit

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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