CLE19-107 registration info 6.5 HOURS SEP 13

CLE19-107

registration info

6.5 HOURS

SEP 13

Name

Phone

Fax

City

State

Zip

P.O. BOX 16562

COLUMBUS, OHIO 43216-6562

Email

location

Columbus

Embassy Suites by Hilton Dublin

614-790-9000

5100 Upper Metro Place

$132/night

Dublin, 43017

Room block expires August 22, 2019

program pricing (includes electronic materials only)

Membership VP+

Membership

Non-member

Pre-Registration

$395

$395

$494

Walk-In

$420

$420

$519

The Marvin R. Pliskin

Advanced Probate and Estate

Planning Seminar

Return Service Requested

Member No. / Supreme Court No.

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Credit Card:

Card Number:

Signature:

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Mastercard

American Express

Discover

Exp:

Embassy Suites by Hilton Dublin

$132/night

5100 Upper Metro Place

614-790-9000

Dublin 43017

Room block expires

August 22, 2019

Afternoon Break Sponsor:

Fifth Third Private Bank

Room block expires

August 22, 2019

Make check payable to: Ohio State Bar Association

Overnight Accommodations:

Lunch Sponsor:

$132/night

Enclosed is a check for: $

New Location!

Cosponsored by the OSBA Estate Planning, Trust and Probate Law Section

614-790-9000

form of payment

Dublin, 43017

BOOK:

$55

5100 Upper Metro Place

BOOK:

$25

Embassy Suites by Hilton Dublin

NON-ATTENDING - NOT ELIGIBLE FOR CLE CREDIT

Columbus

ATTENDING ONLY

DATE AND LOCATION:

SEP 13 | 8:25AM - 4:30PM

available for purchase (MAIL/PHONE ONLY - INCLUDES TAX AND SHIPPING )

The Marvin R. Pliskin

Advanced Probate and

Estate Planning Seminar

group discount: Three or more registrants from the same office receive $25 off per

registrant. Registrations must be submitted at the same time to be eligible.

6.5 HOURS

Specialization

REGISTER ONLINE:

CLE19-107

CALL TO REGISTER:

(800) 232-7124

CLE19-107

Code: 0919

The Marvin R. Pliskin Advanced Probate

and Estate Planning Seminar

computations, and tackles issues of qualified opportunity zones.

(Attendees are encouraged to watch The Maltese Falcon!)

Alan S. Acker, Esq.; Carlile, Patchen & Murphy LLP; Columbus

osba estate planning, trust and

probate law section chair

John F. Furniss III Esq.; Vorys, Sater, Seymour and Pease LLP; Columbus

seminar planning co-chairs

Christina D. Evans, Esq.; OSBA Certified Specialist in Estate Planning, Trust, and Probate Law; Hahn Loeser & Parks LLP;

Cleveland

M. Patricia Culler, Esq.; OSBA Certified Specialist in Estate Planning, Trust, and Probate Law; Hahn Loeser & Parks LLP;

Cleveland

seminar planning committee

John G. Cobey, Esq.; Cohen, Todd, Kite & Stanford, LLC; Cincinnati

Lisa Babish Forbes, Esq.; Vorys, Sater, Seymour and Pease LLP; Cleveland

Jan M. Frankel, Esq.; OSBA Certified Specialist in Estate Planning, Trust, and Probate Law; Wood & Lamping LLP; Cincinnati

10:05 Break

Law firm cyberSecurity Is at risk.

Stay Protected with OBLIC Cyber Breach Insurance.

10:20 The Top 40 UTC Cases

Professor David M. English; William Franklin Fratcher Missouri Endowed Professor of Law/Edward L. Jenkins

Professor of Law, University of Missouri School of Law; Columbia, Missouri

11:20 When It Rains It Pours: HB 595 and Other 2019 Ohio Estate,

Trust, and Probate Law Updates

Elizabeth E. W. Weinewuth, Esq.; Vorys, Sater, Seymour and Pease LLC; Cincinnati

12:10 Lunch provided by Fifth Third Private Bank

Kyle B. Gee, Esq.; Baker & Hostetler LLP; Cleveland

Justine Z. Larsen, Esq.; Bieser Greer & Landis LLP; Dayton

Julia B. Meister, Esq.; Taft Stettinius & Hollister LLP; Cincinnati

Ginger F. Mlakar, Esq.; The Cleveland Foundation; Cleveland

M. Elizabeth Monihan, Esq.; Schneider Smeltz Spieth Bell LLP; Cleveland

Navigating the Current Charitable Planning Landscape

Ginger F. Mlakar, Esq.; The Cleveland Foundation; Cleveland

Frances Mitchell Shaul, Esq.; Calfee, Halter & Griswold LLP; Cleveland

Amie L. Vanover, Esq.; Thompson Hine LLP; Columbus

Jill M. Scherff, Esq.; OSBA Certified Specialist in Estate Planning, Trust, and Probate Law;

Dinsmore & Shohl LLP; Cincinnati

1:10

1:55

Nirakar ¡°Nic¡± Thakur, Esq.; OSBA Certified Specialist in Estate Planning, Trust, and Probate Law;

Law Offices of Nirakar ¡°Nic¡± Thakur; Toledo

program agenda

8:25

2:45

Till Divorce or Death Do Us Part: Status of Marital Agreements

in Ohio and New Developments

Susan L. Racey, Esq.; OSBA Certified Specialist in Estate Planning, Trust, and Probate Law; Tucker Ellis LLP;

Cleveland

Break Sponsored by Bluestone Trading Company, Inc.

Welcome and Introduction

Seminar Planning Co-Chairs:

Christina D. Evans, Esq.; OSBA Certified Specialist in Estate Planning, Trust, and Probate Law;

Hahn Loeser & Parks LLP; Cleveland

3:00

What Is a Fiduciary to Do? The Evolving Role of Fiduciaries in

Family Disputes

Franklin C. Malemud, Esq.; Reminger Co. LPA; Cleveland

M. Patricia Culler, Esq.; OSBA Certified Specialist in Estate Planning, Trust, and Probate Law;

Hahn Loeser & Parks LLP; Cleveland

8:30

How Can I Make Gifts to Minors: Let Me Count the Ways

Jill M. Scherff, Esq.; OSBA Certified Specialist in Estate Planning, Trust, and Probate Law;

Dinsmore & Shohl LLP; Cincinnati

3:45

The Good, the Bad and the Ugly: What Recent Court Cases Tell

Us About Duties Imposed on Fiduciaries

Lisa Babish Forbes, Esq.; Vorys, Sater, Seymour and Pease LLP; Cleveland

9:20

Selected Features of Fiduciary Income Taxation and IRD

(Fasten Your Seatbelts, It¡¯s Going to Be a Bumpy Ride)

Join us for The Adventures of Sam Spade, Private Tax Attorney,

as Sam Spade confronts issues regarding DNI and IRD, explains

how the NIIT and 199A deduction has complicated fiduciary tax

4:30

Seminar Concludes

With law firms increasingly aware they are targets for

cyber breaches, OBLIC is ahead of the curve by providing

cyber breach insurance.

Do you have enough protection? OBLIC and the OSBA

Insurance Agency are here to provide the protection you

deserve!

To find out how we can help you, contact us

NOW at 855-745-9222 or insurance@!

HOW TO REGISTER

Online: yourosba.

Phone: (800) 232-7124 | (614) 487-8585

Mail To:

Ohio State Bar Association

P.O. Box 16562 Columbus, OH 43216-6562

Cancellation Policy: Cancellations received by 5 p.m. the business day prior to the program will

be refunded less a $25 processing fee.

Register for this course: CLE19-107

Register for this course: (800) 232-7124

REGISTRATION FORM & TUITION ON BACK

¡°Protecting Lawyers

and Their Clients Since

1979¡±

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