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January 2012 CBA REPORT
continuing legal education
Annual Advanced Estate Planning Institute
Presented by the CBA Estate Planning & Probate Committee
Friday, Feb. 10
8:15 a.m. Registration, continental breakfast and vendor fair
8:45 a.m. to 4:50 p.m. Program
Westin Hotel, Downtown Cincinnati
6.5 Hours CLE and Specialization Credit
An application for CFP credit is pending
The Institute will feature nationally noted estate planning attorney and author Natalie Choate
as its headline presenter. Choate will present on three important retirement benefits topics:
• Making Retirement Benefits Payable to Trusts
• Death & Taxes: The Inherited Retirement Plan
• Lifetime Distribution Strategies for Your Client’s Retirement Benefits.
The CBA gratefully acknowledges the work of the Institute
Steering Committee in planning this program:
Chair, Karen A. Rolcik,
Rolcik Law Office
Jay Brinker
James J. Chalfie,
Santen & Hughes
Jon Hoffheimer
Margaret S. Johnson,
PNC Bank
Brenda M. Kloos,
Frost Brown Todd LLC
Anne Krehbiel,
Krehbiel Law Office
Debbe A. Levin,
Schwartz Manes Ruby Slovin
Laura S. Raines,
First Financial Bank
Michael J. Stegman,
Kohnen & Patton LLP
Julia E. Tarvin,
Taft Stettinius & Hollister LLP
In addition to headline speaker Natalie Choate, the Institute Steering Committee is pleased to announce the following presenters:
• Hon. James C. Cissell,
Hamilton County Probate Court, presenting the Probate Court Update
• M. Patricia Culler
of Hahn Loeser, Cleveland, presenting “Demystifying Decanting: From the Common Law to
Ohio’s New Statute”
• Adam M. Fried
of Reminger Co. LPA, Cleveland, presenting “Bullet-Proofing the Estate: Practical Advice on How to
Withstand Challenges to Wills & Trusts”
• Eric Manterfield
of Krieg DeVault LLP, Indianapolis, presenting “Buy-Sell Agreements: How to Motivate Family
Business Owners to Plan”
• Michael G. Schwartz
of Vorys Sater Seymour & Pease LLP, presenting “Private Settlement Agreements:
The New World”
To register, please visit
call (513) 699-4028 or see page 22.
Support for this program provided by:
1...,11,12,13,14,15,16,17,18,19,20 22,23,24,25,26,27,28,29,30,31,...32
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