Past Meeting Topics

Kelly C. Noll, CFA, Director of Valuation and Financial Opinion Services at GBQ Partners LLC

2019 Monthly Meetings
DATE SPEAKER TOPIC
November 20 Kelly C. Noll, CFA, Director of Valuation and Financial Opinion Services at GBQ Partners LLC Kelly will speak to us about “Buy-Sell Agreements”. Businesses evolve, and so should the valuation of the business, which stipulates how ownership interests are to be valued and purchased in the case of business disruption, the sudden death or disability of a partner. Creating a buy-sell agreement is an important step in the growth and preservation of every business.
October 16 A panel of experienced attorneys The panel addressed some of the common estate planning mistakes and how to avoid them.
September 18 Justin Vanderglas, CPA, from the Cincinnati office of Clark Schaefer Hackett CPAs & Advisors. Justin spoke to the group about “Opportunity Zones “. An opportunity zone is an economically-distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment.
August 21 Chris Davis with Auction Ohio will present “When the Services of an Auctioneer Would be Helpful”. Chris will discuss real estate and online auctions as well as traditional on site auctions for estate sales: how they work, when they are a good idea and costs involved.
July 17 Tamara Miller, a Policy Developer with the Bureau of Child and Adult Protection, Ohio Department of Jobs and Family Services. Tamara will present “Mandatory Reporter Training for Legal Professionals”. Tamara will focus on elder abuse, especially the statutory definition, indicators of maltreatment, how and where to report suspected elder abuse, and what happens after such a report is made.
June 19 Salman Shah, an attorney with Gallagher Sharp LLP. Salman will present “Cultural Competency for Lawyers”. Sal will discuss the “iceberg” of culture (only 20% is visible) vs. discovering the other 80% that capitalizes on differences instead of creating barriers to communication and opportunity.
May 15 Erik Brown, CFP, with New York Life Insurance Company. Erik will present “A Guide o Long-Term Peace of Mind: Long-Term Care Funding Options”.
April 17 Todd A. Weber, JD, of the Weber Law Co., LPA. Succession Planning Personalities and Pitfalls
Do you have a flip-flopping founder? Too many cooks in the kitchen? A succession saboteur lurking about? Managing expectations of a diverse cast of characters is often required in implementing any successful succession plan. We will discuss some of the related difficulties that arise in the transfer of family businesses, potential solutions, and take a hard look at the soft side of succession planning.
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March 20 Kevin L. Williams, ESQ. of the William A. Morse Law Firm, LPA. An Overview of Ohio HB 595 which takes effect March 22, 2019. HB 595 is an omnibus trust and estate bill that, among other things:

• introduces a new ante-mortem procedure to obtain a court determination of the validity of a will or inter vivos trust or both by the testator or settlor before death;
• requires that at testator who intends to incorporate a trust instrument in the will do so with clear, express language;
• specifically provides for the enforcement of mandatory arbitration provisions in trusts; and
• clarifies the anti-lapse protection for wills and trusts, overturning the Castillo case holding.

February 20 Adriann S. McGee, JD, of Reminger Co., LPA. When do in terrorem provisions fail and when is using such clauses very effective? Does including these provisions in a will really make it airtight and deter challenges? How are these provisions used in trusts?
January 16 Panelists Scott P. Duffy, Blockchain Business Consulting LLC; Melane Howell, CPA, Rea & Associates; and Geoffrey S. Kunkler, Esq., Carlile Patchen & Murphy, LLP. . “Preparing for the New Frontier in Trusts and Estates: Blockchain and Cryptocurrency”.
2018 Monthly Meetings
DATE SPEAKER TOPIC
December 19 Panelists will be Marc Dizard, CFA, Senior Vice President, PNC Wealth Management; George Mokrzan, Senior Economist, Director of Economics, Huntington National Bank; and David Oda, CFA, Executive Director and Senior Investment Specialist, JPMorgan Chase Bank.
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“Investing and the Economy in 2019 and Beyond”.
November 28 Rich Connolly, Russ Kessler, John Schuman and Kevin Williams. “Interesting Things I Learned at the 2018 Notre Dame Tax and Estate Planning Institute”.
October 17 John Cobey, OF Counsel at Cohen, Todd, Kite & Stanford, LLC Electronic Wills
September 19 Samuel A. Peppers, III, JD, Dinsmore & Shohl LLP Legislative Report on Proposed and Current Changes to Probate Administration in Ohio
August 15 Aryn Bates, Personal Lines Specialist, Overmyer Hall Associates Personal Insurance – How it relates to Estate Planning
July 18 Stephen D. Estelle, JD, Senior Consultant, Tax Specialty Services, Whalen & Company CPAs The Tax and Business Implications of “South Dakota v. Wayfair
June 20 Nicholas J. Hancart, Public Affairs Officer – STABLE, Ohio Treasurer of State STABLE Accounts
May 16 Scott N. Friedman, JD, Friedman & Mirman Co., LPA Planning for Parties to a Divorce/Dissolution: Update on the Basics
April 18 Jamie P. Menges, CFP®, CPA, PDS Planning, Inc. Death of the Financial Advisor?
March 21 Tiffany Rankin, CPA, Senior Tax Manager, Maloney + Novotny LLC Estate Tax and Income Tax Changes for Trusts and Estates Under the Tax Cut and Jobs Act of 2017
February 21 Shanna Huber, RN, BSN, MSN/Ed, CCM, CLCP, CNLCP, Ripple Life Care Planning; Marcia Strall, PCM, OTA, ElderLife Solutions; Melanie Hankinson, LPTA, CSA®, IKOR of NW Columbus; and Jeanna McElroy, BA, CMC, Senior Support Services The Planning Needs of Geriatric Clients and Their Families
January 17 Ben DiGirolamo, CPA, JD; Bob Schaefer, JD; and Brett Triplett, CPA; HBK CPAs, LLC Tax Cuts and Jobs Act of 2017: Choice of Entity and Estate Planning Impact
2017 Monthly Meetings
DATE SPEAKER TOPIC
January 18 Maggie L. Sutton, Esq., Law Office of Robert T. Taps Medicaid in Ohio
February 15 David A. Onega, Esq. Bailey Cavalieri GRAT Planning in the New Environment
March 15 Lucy Grosz, Alta Vista Benefits, LLC What Estate Planners Need to Know about Medicare
April 19 Nikki S. Mesnard, JD, Thomas Law Group and John L. Shockley, JD, VP and Sr. Fiduciary Advisor, PNC Wealth Management The Ohio Legacy Trust Act (OLT Act) – How to make an OLT Work in Different Planning Scenarios
May 17 Erika L. Haupt, JD, Roetzel & Andress, ALPA Trust and Estate Litigation:  Case Studies, Recommendations for Advisors and Drafting Tips to Avoid It
June 21 Miranda Morgan, JD, and Shelby  L. Anderson, JD, Ice Miller LLP Planning for Clients with Diminished Capacity
July 19 Joseph B. Hull, Senior Tax Manager, Fiduciary/Trust Tax Services, Ernst & Young LLP Planning for S Corporation Shareholders–QSSTs vs. ESBTs
August 16 Joseph Borowski, CFA, and Brian Bornino, CPA/ABV, CFA, CBA, Groner Boyle & Quillin Partners LLC Employee Stock Ownership Plans (ESOPs) – the Basics and Recent Developments
September 20 Michael G. Schwartz, JD, LLM, Vorys Sater Seymour & Pease, Cincinnati Peeking in the High Net Worth Client’s Toolbox
October 18 Kathleen A. Johnson, JD, Manos, Martin & Pergram Co., LPA Asset Protection and Estate Planning with LLCs
November 15 Amie L. Vanover, JD, Thompson Hine LLP Charitable Giving in the Current Environment
December 20
2016 Monthly Meetings
DATE SPEAKER TOPIC
January 20 Douglas Hoover, JD Mental Illness:  An Overview; Planning Considerations; A View from the Bench
February 17 T. Kevin Whalen, CPA, Senior Vice President, National Fiduciary Executive, Fifth Third Bank Private Settlement Agreements
March 16 David A. Froing, JD, LLM, Vorys, Sater, Seymour and Pease LLP Ohio Supreme Court Decision on Bright-Line Domicile Creates Uncertainty Going Forward—Ohio’s Bright Line Test is Not So Bright
April 20 David A. Swift, Esq., Vorys, Sater, Seymour and Pease, LLP; Stephen S. DeWeese, Esq., Hill & DeWeese, LLC; and William A. Morse, Esq., ALPA The New Normal – Estate Planning in an Environment with Higher Gift/Estate Tax Exemptions and Portability
May 18 Stephanie Hoffer, JD, Professor of Law, Moritz College of Law, The Ohio State University Achieving a Better Life Experience (ABLE) Act of 2014
June 15 Ken A. Dodson, CPA, The Wealth Advantage Group; Tom Duncan, Nationwide Financial; David Meyer, JD, Meyer Wilson Law Office Department of Labor’s New Definition of “Fiduciary” for Brokers/Dealers
July 20 William A. Morse, JD, Law Office of William A. Morse, ALPA LegalZoom – A Brief Overview
August 17 Michael D. Barnes, JD, CTFA, Johnson Trust Company Private Trust Company Act of Ohio
September 21 Geoffrey S. Kunkler, JD, and Brandon A. Borgmann, JD, Carlile Patchen & Murphy LLP Kunkler:  Overview of Veteran’s benefits, planning opportunities and proposed changes in regulations; Borgmann: Medicaid regulations, the impact of Ohio’s transition from determining its own Medicaid eligibility rule to adopting Social Security’s Medicaid rules and availability of qualified income trusts to assist clients ineligible under new regulations
October 19 Walter J. Eckert, CPA CVA, and Brian A. Russell, MBA, CPA/ABV,CVA, Valuation Analysts, LLC Valuation Implications of the Proposed Changes to Section 2704 Regulations
November 16 Richard C. Schuster, JD, CFP, CDFA, All Seasons Financial; Stephen S. DeWeese, JD, Hill & DeWeese, LLC; Anne Treasure, CPA, JD, Whalen & Company LLC; and John L. Shockley, VP and Sr. Fiduciary Advisor, PNC Wealth Management Plan This Estate panel
December 21 Lee A. Wendel, JD, Squire Patton Boggs LLP; Edward C. Hertenstein, JD, Roetzel & Andress LPA; David A. Swift, JD, Vorys, Sater, Seymour and Pease LLP; and Paul Breen, CPA, Wealthstone What Should Estate Planners Tell Clients To Do if the Estate and Gift Taxes are Repealed Now That Donald Trump is President?
2015 Monthly Meetings
DATE SPEAKER TOPIC
January 21 Robert Keidan, moderator, Keidan Financial Consultants, LLC; Joshua Frazier, Frazier Financial Advisors, LLC; Douglas Lynch, Lynch Financial Group, LLC; Jamie Menges, PDS Planning, Inc.; Michael Scherer, Summit Financial Strategies Active vs. Passive Investment Management – Why Not Invest in Index Funds?
February 18 Robert Dunn, Esq., Bailey Cavalieri LLC Estate Planning and Administration in the Digital Age
March 18 Tom Davison, Partner Emeritus, Summit Financial Strategies, Inc. and Keith Turner, Security 1 Lending Reverse Mortgages:  Improving Your Client’s Retirement
April 22 Tom Davison, Partner Emeritus, Summit Financial Strategies, Inc. and Keith Turner, Security 1 Lending Reverse Mortgages:  Improving Your Client’s Retirement (continued discussion from March 18 meeting)
May 20 Alan Acker, JD, of counsel, Carlile Patchen & Murphy Should We Simply Use the Suggested Statutory Financial Power of Attorney Form and the OSBA Suggested Advanced Directive Forms?
June 17 Alan Acker, JD, of counsel, Carlile Patchen & Murphy Should We Simply Use the Suggested Statutory Financial Power of Attorney Form and the OSBA Suggested Advanced Directive Forms? (continued from May 20 meeting)
July 15 Todd DeBoe, JD, State of Ohio Attorney General’s office, Charitable Law Section The Ohio Attorney General’s Role in Charitable Trust Modification and the Uniform Prudent Management of Institutional Funds Act (UPMIFA)
August 19 Mark Gaudet, CPA, Clark Schaefer Hackett Net Investment Income Tax (NIIT) and Material Participating:  Looking at the Aragona Case
September 16 Erika L. Haupt, JD, Roetzel & Andress, LPA Estate Planning for Children Born Via Assisted Reproductive Technology:  Who is a Descendant, Who is a Parent and How to Draft for the Modern Family
October 21 Donald C. Brey, Esq., Taft Stettinius & Hollister LLP The Magna Carta
November 18 James K. Leonard, JD Making IRA Beneficiary Designations, Including Special Considerations for a Trust or Charity
December 16 Charles Dankworth, JD, CIMA, CFP, USB; Michelle Stroh, CFA, CFP, Johnson Investment Counsel; Kurt Manion, CFA, PNC Wealth Management; and R. Travis Upton, CFA, FRM, CAIA, The Joseph Group Panel – Investing and Market Forecasts