Past Events

June 4, 2019 2019 Annual Meeting
May 2, 2019 Chapter Meeting - The Ohio Family Trust Company Opportunity
March 7, 2019 Chapter Meeting - Luncheon
January 8, 2019 Networking Happy Hour
October 23, 2018 Chapter Meeting - Optimal Basis Planning
June 13, 2018 2018 Annual Meeting & Networking Happy Hour
April 26, 2018 Chapter Meeting - The 1846 Last Will of John Sutton: What's New and Not So New in the World of Wills, and Contest Litigation
February 22, 2018 Chapter Meeting - Helping Clients Navigate the Financial Impact of a Marital Separation or Divorce
January 9, 2018 Networking Happy Hour
September 26, 2017 Basis Bonanza: A Few Creative Ways to Generate Basis Step-Up
June 6, 2017 Lager Tour & Annual Meeting Happy Hour
April 27, 2017 "Nudging" Better Behavior
February 9, 2017 Family Healthcare: Advance Directives, Longā€Term Care, Medicare and Medicaid, Social Security and Other Government Benefit Programs
November 3, 2016 Happy Hour & Networking
September 27, 2016 How to Work with the IRS
June 9, 2016 2016 Annual Meeting
May 3, 2016 Best Ideas 2016: Case Study
February 2, 2016 Planning & Drafting for the Married Couple in an Era of Mobility, Portability, & Liability
January 6, 2016 Happy Hour & Networking
October 8, 2015 Quarterly Chapter Meeting - DINK Planning
June 1, 2015 Annual Year-End Golf Outing & Trivia Night!
April 30, 2015 Best Ideas 2015
February 5, 2015 Funding Education: 529 Plans & Other Creative Options -The Gift of Opportunity
September 9, 2014 Annuities 101
June 17, 2014 Golf Outing & Annual Meeting/Trivia Night
May 15, 2014 UC Foundation Event - Russell James Presentation
May 8, 2014 Best Ideas 2014
February 20, 2014 Planning with Portability
September 20, 2013 Myths, Mysteries, & Mistakes
June 24, 2013 2013 Annual Golf Outing & Casino Night
April 30, 2013 Best Ideas 2013
March 14, 2013 Tales from the Crypt: A Review of Past Mistakes by Attorneys, Accountants, Trust Officers, and Othe
September 25, 2012 Estate Planning in 2012
June 11, 2012 2012 Annual Year-End Event
May 10, 2012 Best Ideas 2012
February 22, 2012 Asset Protection Planning
November 3, 2011 Fiduciary Responsibilities for Not-For-Profit Leadership
October 4, 2011 Incentive Trusts: a Panacea or a Problem
June 13, 2011 Annual Year-End Event
May 2, 2011 The Best Ideas of 2011
November 30, 2010 The Unthinkable Has Happened: No Estate Tax and Carryover Basis
September 14, 2010 What's Hot, What's Not!
June 21, 2010 Annual Golf Outing and Year End Meeting
May 5, 2010 The Best Ideas of 2010
April 7, 2010 Happy Hour Wine Tasting and Networking
January 20, 2010 Recent Wealth Transfer Developments
September 29, 2009 Due Diligence in Recommending the Correct Life Insurance Policy
June 22, 2009 Annual Golf Outing and Dinner
April 28, 2009 Best Ideas Program
January 21, 2009 ASSET PROTECTION TRUSTS - Fad, Panacea or the Next Planning Wave?
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