2017 CMBA Estate Planning Institute

Starts at 27 October 2017 8:00 am
Ends at 27 October 2017 5:00 pm

Topic Duration Speaker Firm
Introduction and Announcements 8:20-8:30
Ohio Update 8:30 – 9:15 Joseph M. Ferraro Tucker Ellis
Creditor Claims at Death 9:15 – 10:00 Matthew T. Wholey

(suggested by Jim Goldsmith, litigated recent Ohio Supreme Court case)

Ulmer
Break 10:00 – 10:15
Helping Clients Understand the Donor Registry Enrollment Form 10:15 – 10:45 Heather Mekesa Lifebanc
Navigating Difficult Trustee Succession Issues 10:45 – 11:30 Andrew W. Kirkpatrick Glenmede
Ethical Considerations for Estate Planners 11:30 – 12:00 Deborah Coleman Coleman Law
Lunch 12:00 – 1:00
Federal Update 1:00 – 1:45 Kimberly E. Stein Schneider Smeltz Spieth Bell
Form 8971 1:45 – 2:15 Kimon P. Karas McCarthy Lebit
Social Security 2:15 – 2:45 James R. Bright Schneider Smeltz Spieth Bell
Break 2:45 – 3:00
Planning for Vacation Homes and Real Estate 3:00 – 3:45 David W. Woodburn Buckingham
What to Do with Old Life Insurance Policies 3:45 – 4:30 Charles L. Ratner RSM

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