2015 Estate Planning Institute

42nd Annual Estate Planning Institute - October 23, 2015

Cleveland Metropolitan Bar Association, 1375 East Ninth Street, Second Floor - One Cleveland Center, Cleveland, OH

Sponsored by the Estate Planning, Probate & Trust Law Section of the Cleveland Metropolitan Bar Association

6.75 CLE Hours and Advanced Specialization Credits Available

Click here for registration details or click here to download the brochure.

Topics include:

  • Ohio Update

  • Ohio Trust Company Legislation

  • Come Back to Ohio!

  • Estate Planning Issues Facing LGBT Clients

  • Federal Update

  • Administering Third Party Wholly Discretionary Trusts

  • Use of Beneficiary Designations, PODs and TODs in Estate Planning

  • Financial Effects of Basis Step Up and Estate Tax Inclusion

  • Planning for Basis Step Up with Existing B Trusts

  • Location, Location, Location: Advising Clients Who Own (Or Who Want to Own) Foreign Real Estate

  • The Intersection of Estate Planning and Governing Agreements for Business Entities

  • Charitable Giving with Business Interests and Unique Assets
     

7:45 a.m.     Registration

8:10 a.m.     Welcome & Introductions
Erica E. McGregor,
Tucker Ellis LLP, Institute Chair

8:15 a.m.     Ohio Update
Timothy J. Pillari,
Wickens Herzer Panza Cook & Batista Co.

8:45 a.m.     Ohio Trust Company Legislation
Robert R. Galloway,
BakerHostetler LLP

9:15 a.m.     Come Back to Ohio!
Robert M. Brucken,
Retired Partner, BakerHostetler LLP

9:45 a.m.     Break

10:00 a.m.     Estate Planning Issues Facing LGBT Clients
Joan M. Burda,
Attorney at Law

10:30 a.m.     Federal Update
Scott E. Swartz,
Wellspring Financial Advisors, LLC

11:15 a.m.     Administering Third Party Wholly Discretionary Trusts
David S. Banas,
Hickman & Lowder Co., L.P.A.

11:45 a.m.     Lunch (included with registration)

12:45 p.m.     Use of Beneficiary Designations, PODs and TODs in Estate Planning
Jaclyn M. Vary,
Schneider, Smeltz, Ranney & LaFond P.L.L.

1:15 p.m.     Financial Effects of Basis Step Up and Estate Tax Inclusion
Thomas J. Pauloski, J.D.
, National Managing Director for Wealth Planning and Analysis, Bernstein Global Wealth Management Private Client Group

2:00 p.m.     Planning for Basis Step Up with Existing B Trusts
Edwin P. Morrow III,
Vice President, Wealth Management, Key Private Bank

2:30 p.m.     Break

2:45 p.m.     Location, Location, Location: Advising Clients Who Own (Or Who Want to Own)Foreign Real Estate
James Spallino, Jr.,
Thompson Hine LLP

3:15 p.m.     The Intersection of Estate Planning and Governing Agreements for Business Entities
Christina D. Evans
, Hahn Loeser & Parks LLP

4:00 p.m.     Charitable Giving with Business Interests and Unique Assets
Roger L. Shumaker
, McDonald Hopkins LLC
Ginger F. Mlakar, The Cleveland Foundation

4:30 p.m.      Adjourn

INSTITUTE EXECUTIVE COMMITTEE

Erica E. McGregor, Chair
Maureen Beaver, Vice Chair
David M. Lenz, Curriculum Chair 
Arthur E. Gibbs, III, Outlines Chair
Robert R. Galloway, Immediate Past Chair

INSTITUTE CURRICULUM/PLANNING COMMITTEE

Charles F. Adler
Herbert L. Braverman
J. Donald Cairns
Louis B. Geneva
James A. Goldsmith
Lawrence H. Hatch
Joanne E. Hindel
Brian J. Jereb
Matthew F. Kadish
Roy A. Krall
Ellen K. Meehan
Joseph M. Mentrek
Ginger F. Mlakar
Susan L. Racey
Charles L. Ratner
Kevin G. Robertson
Jennifer A. Savage
Michael J. Thacker

The CMBA and the Institute Committee gratefully acknowledge our sponsors for their contributions to this event:

BNY Wealth Management

The Cleveland Foundation

Glenmede

Key Private Bank

Jewish Federation of Cleveland

PNC Bank

The Private Trust Company