Best Ideas 2014

Date: Thursday, May 8, 2014
Time: 2:30pm - 6:30pm
Location: Cincinnati Memorial Hall
Speaker: Panel

The Cincinnati Estate Planning Council and The Greater Cincinnati Foundation are pleased to once again host the Best Ideas presentation on Thursday, May 8, 2014.


This very popular event will feature seven 15-minute presentations followed by a 15 minute panel Q&A session.

New Location!  The Best Ideas of 2014 is being held at Cincinnati Memorial Hall
Cocktails, hors d'oeuvres and networking will take place after the event. An optional guided tour of Memorial Hall will be offered at 5:30 pm.

 Event Information


Thursday, May 8, 2014


Meeting Cost:

$60.00 per person



Cincinnati Memorial Hall

1225 Elm Street
Cincinnati, OH 45202 

(513) 381-0348






2:30pm-3:00pm Registration

3:00pm-5:00pm Presentations
5:00pm-6:30pm Cocktails, Hors D'oeuvres & Networking

5:30pm - Optional Guided Tour



Washington Park Garage
Parking passes will be e-mailed to 
those registered prior to the meeting.


Online Reigstration is closed.
Please Register at the door.    



Deadline to Register:  Monday, May 5, 2014

Please note - refunds will not be given 
for cancellations after the deadline. 
No-shows will be billed.


Continuing Education Credits - 2 Hours

Credits Approved:



Kentucky Insurance

Kentucky Legal

Ohio Insurance
Ohio Legal

Credits Pending:







PresentersRobert Brant, Esq. - Katz, Teller, Brant & Hild

How Charities Can Present to Donors the Idea of Making Annual Charitable Gifts or Endowment Gifts (or Both) with Zero Cost to the Family Using Charitable Lead Trust


Bob Buechner, Esq. - Buechner Haffer Meyers & Koenig Co., LPA 

The Ultimate in Estate Planning - Combining a Private Annuity with a GRAT


Christine Buttress, Esq. - Graydon Head & Ritchey, LLP

Estate Planning Involving the Technical Adult


John Dovich, CLU, ChFC - John D. Dovich & Associates, LLC

Captive Insurance:  A Tax-Efficient Planning Tool 


David Foster, CPA, CFP - Foster & Motley Inc.

Garbage into Gold:  The Alchemy of Non-Deductible IRA's


William Graf - Graf Stiebel & Coyne

Ten Things You Need to Know About Portability


Diana Veid, CPA/ABV, CVA - Veid & Veid, CPAs

Understanding the Ohio SBD Deduction

Cincinnati Estate Planning Council
Season Sponsor
Cincinnati Estate Planning Council   

4010 Executive Park Drive,  Suite 100,  Cincinnati, OH  45241

Phone: 513-554-3074  Email: 

See Upcoming Event Calendar