Don't miss our most popular Institute of the year, with a full day of advanced topics in Estate Planning, Probate & Trust Law.
Ohio Law Update
Litigating Claims Against Decedent’s Estates
Helping Clients Understand the Donor Registry Enrollment Form
Planning for Vacation Homes and Real Estate
Ethical Considerations for Estate Planners (0.75 hour Professional Conduct)
Federal Law Update
Form 8971: Basis Reporting Requirements
Navigating Difficult Trustee Succession Issues
What To Do With Old Life Insurance Policies?
8:00 a.m. Registration
8:20 a.m. Introductions & Welcome
8:30 a.m. Program
4:30 p.m. Adjourn
6.50 hours CLE, with 45 minutes Professional Conduct, requested
Program registration includes lunch
Electronic materials (the deadline for print materials has passed)
We gratefully acknowledge the support of our sponsors:
Key Private Bank
BNY Mellon Wealth Management
PNC Private Banking
The Jewish Federation of Cleveland
Once you register, use our "add to calendar" feature below to update your calendar!
Estate Planning Institute
Registration begins at 7:45.
Cleveland Metropolitan Bar Association, 1375 E. 9th Street, Floor 2, Cleveland, OH 44114