44th Annual Estate Planning Institute

44th Annual Estate Planning Institute
Meet us at the Bar for the 44th Annual Estate Planning Institute, sponsored by the Estate Planning, Probate & Trust Law Section of the Cleveland Metropolitan Bar Association.

 
Don't miss our most popular Institute of the year, with a full day of advanced topics in Estate Planning, Probate & Trust Law.

Topics include:

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
Social Security
Navigating Difficult Trustee Succession Issues
What To Do With Old Life Insurance Policies?

Agenda:
8:00 a.m.  Registration
8:20 a.m.  Introductions & Welcome
8:30 a.m.  Program
4:30 p.m.  Adjourn

CLE Hours:
6.50 hours CLE, with 45 minutes Professional Conduct, requested

Registration options:
Program registration includes lunch
Electronic materials (the deadline for print materials has passed)

We gratefully acknowledge the support of our sponsors:
Key Private Bank
Glenmede
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!

2017-10-27 08:15:00 2017-10-27 16:30:00 America/Detroit Estate Planning Institute Registration begins at 7:45. Cleveland Metropolitan Bar Association, 1375 E. 9th Street, Floor 2, Cleveland, OH 44114 CMBA cle@clemetrobar.org
When
10/27/2017 8:15 AM - 10/27/2017 4:30 PM
Where
CMBA Conference Center
1375 East 9th Street
One Cleveland Center
Cleveland, OH 44114 United States

Program


Friday, 27 October 2017

 
Participants selecting electronic materials will receive a link to access materials prior to the seminar. Materials can be printed or saved, or viewed online at the event.
Time
8:15 AM - 4:30 PM
10/27/2017 8:15 AM

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