Planning & Drafting for the Married Couple in an Era of Mobility, Portability, & Liability

Date: Tuesday, February 2, 2016
Time: 4:00pm - 7:00pm
Location: Hyatt Regency Cincinnati
Speaker: Turney Berry
Click Here to Register Today!
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Planning & Drafting for the Married Couple in an Era of Mobility, Portability, & Liability
Speaker: Turney Berry
Tuesday, February 2, 2016
4:00 PM - 7:00 PM
Event Details
Tuesday, Feb. 2, 2016
3:30 - 4:00 PM - Registration
4:00 - 5:30 PM -
5:30 - 7:00 PM - Happy Hour & Networking
The Hyatt Regency 
151 West Fifth St.
Cincinnati, OH 45202
Members - $25
Non-Members - $75
Deadline to Register:
Thurs., January 28, 2016
Note: refunds will not be given for cancellations received after the deadline. No shows will be billed.
If you have trouble registering online, please contact Misty at 513-554-3074 or email at
Upcoming Events
Annual Meeting
June 9, 2016 
Horseshoe Casino 
About the Presentation
Mr. Berry will discuss effective and efficient methods of planning and drafting for the married couple in an era of large and increasing applicable exclusion amounts and the unlimited marital deduction.  In addition, other interesting planning ideas for married couples with estates that exceed, but not greatly exceed, the taxable threshold.  Forms and techniques that are easy to understand and administer, and that are flexible enough to deal with many different circumstances, will be emphasized.
About the Speaker
Turney P. Berry concentrates his practice in the areas of estate planning, fiduciary matters, and charitable planning.
Mr. Berry is a Member of the Executive Committee and the Chair of Wyatt, Tarrant & Combs' 26 lawyer Trusts, Estates & Personal Planning Service Team. 
Mr. Berry is the author or co-author of three Tax Management Portfolios:  Estate Tax Deductions - Sections 2053 and 2054; Private Foundations - Self Dealing - Section 4941; and Taxable Expenditures - Section 4945.  In addition he is co-author of Trust Law in Kentucky  (in progress) and his frequent articles have appeared in numerous journals and magazines.  
Click Here for Full Bio 
Continuing Education Credits
Credits Approved:
Kentucky Legal
Ohio Insurance
Ohio Legal
Credits Pending:
Kentukcy Insurance
2015-2016 Season Sponsor
Hospitality Sponsor

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