Best Ideas 2015

Date: Thursday, April 30, 2015
Time: 3:00pm - 6:30am
Location: Cincinnati Music Hall
Speaker: Panel

The Cincinnati Estate Planning Council would like to invite you to join us for our Best Ideas presentation on Thursday, April 30, 2015.


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 2015 is being held at Cincinnati Music Hall. 
Cocktails, hors d'oeuvres and networking will take place after the event.


Hosted Tour! 

At 5:30 pm we will embark on a private guided tour of Cincinnati Music Hall. This tour is optional and included with your registration fee. Click Here for Music Hall Tour Information.

 Event Information


Thursday, April 30, 2015



Meeting Cost:

$25.00 - Members
$50.00 - Non-Members

$25.00 - Young Professionals*  


Cincinnati Music Hall

1241 Elm Street
Cincinnati, OH 45202 

(513) 744-3344



Parking: Washington Park Garage 

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

2:30pm-3:00pm Registration

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


**A question will be included on the registration form if you intend to participate in the tour




Online Registration is now closed. Please contact our office at to register.

Deadline to Register:  Monday, April 27, 2015

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

Thank you to our Hospitality Sponsors!


Continuing Education Credits - 2 Hours

Credits Approved:

Kentucky Insurance
Kentucky Legal
Ohio Insurance
Ohio Legal




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

Grantor Tax TrustPresenters2015


Thomas Holding, CFP, CRPC, CLU - Lincoln Financial Advisors

Help Protect Your Clients From Tax Risk with Wealth Protection Strategies


Jon Dannemiller, ChFC, CLU, CASL, AEP   - Time Financial - Crump

New Paradigm for Insurance as a Planning Tool with Clients


Mark Gaudet,  CPA, CFP - Clark Schaefer Hackett

NIIT and Material Participating: Looking at the Aragon Case


Jody Brant, Esq. - Katz Teller Brant & Hild

Modification of Trusts for Basis Step-Up Planning


Chad Levin, Esq. - Kohnen & Patton, LLP.
Using Self-Settled Irrevocable Trusts for Medicaid Planning & Other Medicaid- Sensitive Drafting Issues


Ken Coyne, Esq. - Graf Stiebel & Coyne Co. LPA
Protecting the Estate Plan from Mischief and Malice 

Cincinnati Estate Planning Council
Season Sponsor

See Upcoming Event Calendar