| 2020 Monthly Meetings | ||
| DATE | SPEAKER | TOPIC |
| May 20 | Adriann S. McGee, Esquire, Reminger Attorneys at Law | Adriann will discuss legislative updates and recent case law affecting Estate Planning Practitioners. |
| April 22 | Rebekah A. Smith, CPA, CVA, MAFF, CFF, Director of Forensic and Dispute Advisory Services for GBQ Consulting LLC, and Azra Nakicevic, Director for Tax and Business Advisory Services for GBQ Partners LLC. | Rebekah will focus on the “SBA Paycheck Protection Program Loans and Economic Injury Disaster Loans” piece of the Stimulus Package and Azra will address the tax side of the CARES Act. . |
| March 18 | Edwin P. Morrow III, JD, LL.M, MBA, CFP®, CM&AA, Regional Wealth Strategist for US Bank | He will address the second part of (SECURE) Act’s miscellaneous changes in IRA and tax law, such as rules for trusts, what to look for in current trusts and what amendments should be considered for conduit and/or accumulation trusts, how trusts should be drafted moving forward in most cases, including variations on charitable remainder trusts (“CRTs”) as beneficiaries, such as Net Income with Makeup Charitable Remainder Unitrust (“NIMCRUTs”) and 20 year CRTs payable to trusts and how to create exit strategies./td> |
| February 19 | Edwin P. Morrow III, JD, LL.M, MBA, CFP®, CM&AA, Regional Wealth Strategist for US Bank | He will address the (SECURE) Act’s miscellaneous changes in IRA and tax law, such as kiddie tax, change to qualified charitable distributions if someone contributes to IRA post-70 ½, the new age 72 rule, what happens when the designated beneficiary of someone who died pre-2020 dies post-2020, basics of “designated beneficiary” and why it still matters, explaining the new “eligible” designated beneficiary, and the 5 vs 10 year payout rule for inherited retirement plan accounts. . |
| January 15 | Michael D. Barnes, Esq., CTFA, President and Principal of Johnson Trust Company | He will address “IRA Contributions to Charitable Remainder Trusts”. |
| 2019 Monthly Meetings | ||
| DATE | SPEAKER | TOPIC |
| December 18 | Frank Wojcik, CFP®, Dunn Family Office; and Kurt Manion, CFA®, CFP®, Vice President and Senior Investment Advisor, PNC Wealth Management. | They will address “The Economy and Investments for 2020 and Beyond”. |
| 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. |
| 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. . |
| 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; |
| 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. . |
“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 |