Basis Bonanza: A Few Creative Ways to Generate Basis Step-Up

Date: Tuesday, September 26, 2017
Time: 4:30pm - 7:00pm
Location: The Hyatt Regency
Speaker: Clary Redd
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Quarterly Chapter Meeting
Tuesday, Sept. 26, 2017
4:30 PM - 7:00 PM 
Basis Bonanza:
A Few Creative Ways to Generate Basis Step-Up
Speaker: Charles "Clary" Redd
Event Details
Tuesday, Sept. 26, 2017
4:00 - 4:30 PM - Registration
4:30 - 6:00 PM - Program
6:00 - 7:00 PM - Happy
Hour & Networking
The Hyatt Regency Cincinnati 
151 W. Fifth Street
Cincinnati, OH 45202
Members - $35
Non-Members - $75
Deadline to Register:
Monday, Sept. 25, 2017 
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
About the Speaker
Charles A. Redd
Stinson Leonard Street LLP
Clary Redd concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. Prior to joining the firm, Clary was a partner with another large law firm where he served as Vice Chair of its Trusts & Estates Practice Group. He was previously employed as a trust administrator by First Wisconsin Trust Company (now U.S. Bank, N.A.) in Milwaukee and as an assistant counsel by Centerre Trust Company of St. Louis (now U.S. Trust, Bank of America Private Wealth Management).
Clary has extensive experience and expertise in: (a) the drafting of wills, trust instruments, durable powers of attorney, marital agreements and other estate planning documents; (b) pre- and post-death tax planning for individuals, trusts and estates; (c) preparation and filing of estate tax returns, gift tax returns and fiduciary income tax returns; (d) representation of individual and corporate fiduciaries; and (e) litigation in the Probate Division and other equity divisions of the Circuit Court. He has worked on estates and estate planning projects, some involving assets valued at over a billion dollars, and has successfully handled numerous estate tax matters, gift tax matters, generation-skipping transfer tax matters, will and trust construction cases, will contests, contests of trust instruments, breach of fiduciary duty cases and other types of cases involving estates and trusts.
Continuing Education Credits
Credits Approved:
KY Insurance
KY Legal
OH Insurance
Credits Pending:
OH Legal
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Hospitality Sponsor
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