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46th Annual Estate Planning Institute 2019 - Video Replay


Total Credits: 6.0 General

Category:
Estate Planning
Course Levels:
Intermediate
Duration:
6 Hours 13 Minutes
Format:
Audio and Video


Tag: cmba


Description

 
Welcome & Introductions
Katherine Wensink, McDonald Hopkins LLC- Institute Chair
 
Federal Law Update
Kimberly Stein, Schneider Smeltz Spieth Bell LLP
 
Probate Case Law and Statutory Update
Paul Shugar, Esq. Reminger Co., LPA
Timothy J. Gallagher, Esq. Reminger Co., LPA
 
Recession Opportunities
Leon LaBrecque, JD, CPA, CFP ®, CFA Chief Growth Officer Sequoia Financial 
 
The False Panacea of Transfer on Death Registrations and Beneficiary Designations as 
Will (and Trust) Substitutes - Potential Landmines and Considerations in
Relying on Beneficiary Designations as Dispositive Instruments
Ken Coyne, Graf Coyne
 
Life Settlements:  Overview and Insight
Todd Everson, Managing Director, Buckeye Life Resources 
 
Form 1041- Income Tax & Estate Tax Implications 
Cindy Mitchell, CPA, Bober, Markey, Fedorovich 
Jessica Tepus, CPA, Bober, Markey, Fedorovich
 
 
Top 10 Asset Protection Mistakes Estate Planners Make
Brian C. Layman, Layman Law Group, LLC 
 
Spousal Rights (or Lack Thereof)
Arthur E. Gibbs, III, Wickens Herzer Panza
 
Developments in Legal Ethics and Professional Responsibility Regarding Estate Planning and Probate Law
Bryan Penvose, Esq., Koblentz & Penvose, LLC 
 
Adjourn

Handouts

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