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41st Annual Estate Planning Institute

41st Annual Estate Planning Institute, sponsored by the Estate Planning, Probate & Trust Law Section of the Cleveland Metropolitan Bar Association

Approved 6.75 CLE Hours

Topics include:

  • Ohio Law Update
  • Fiduciary "War Stories"
  • Emerging Issues in Fiduciary Income Tax
  • What Your Clients are Thinking About as They Approach Retirement
  • Foreign Account Compliance: FATCA and FBAR
  • Federal Law Update
  • Client Incapacity: How to Identify and Respond to Concerns
  • Practical Decanting: Uses, Limitations, and Lessons Learned
  • Portability vs. A/B Trusts: Estate and Income Tax Considerations
  • Staying Current on the 706

  • The CMBA now offers course materials in your choice of print or electronic formats.

    Pricing for electronic materials
    (link to materials will be sent prior to seminar; materials may be printed or downloaded, or viewed online at the seminar)

    $215 CMBA Members
    $265 Non-Members
    $185 Government Attorneys
    $165 Affiliate Members (no CLE) and New Attorneys

    Pricing for print materials
    (registrations must be received by October 24 to guarantee print materials; materials will be distributed the day of the program)

    $245 CMBA Members
    $295 Non-Members
    $215 Government Attorneys
    $195 Affiliate Members (no CLE) and New Attorneys

    To register, please sign in, click here to download the registration form or contact the CLE Department at 216-696-2404.

Start Date: Friday, October 31, 2014
End Date: Friday, October 31, 2014
Coordinators: CLE Department
Address: Cleveland Metropolitan Bar Association
1375 East 9th Street
Floor 2
Cleveland, OH 44114
Directions: Please note - the CMBA will move to One Cleveland Center (corner of East Ninth and St. Clair) on October 1. Parking is available for $6.25 per car (for those entering before 8:30 a.m.) in the One Cleveland Center garage. The main entrance for the parking garage is on St. Clair.

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