Chapter Meeting - The 1846 Last Will of John Sutton: What's New and Not So New in the World of Wills, and Contest Litigation

Date: Thursday, April 26, 2018
Time: 4:30pm - 7:30pm
Location: National Underground Railroad Freedom Center
Speaker: Terry Franklin
CEPC logo
Quarterly Chapter Meeting
Thursday, April 26, 2018
4:30 PM - 7:30 PM 
 
Event Details
Date:  
Thursday, April 26, 2018
 
Time:  
4:15 - 4:30 PM - Registration
4:30 - 6:00 PM - Program
6:00 - 7:30 PM - Happy Hour
                      & Networking
 
Location:  
Cincinnati, OH 45202
Directions
 
Fees:  
Members - $35
Non-Members - $50
 
Deadline to Register:
Tuesday, April 24, 2018
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 cincycouncil@gmail.com
Continuing Education Credits
Credits Approved:
CFP
CPA
KY Insurance
OH Insurance
OH Legal 
 
Credits Pending:
KY Legal
Upcoming Events
2018 Annual Meeting / Networking Happy Hour
Date: June 13, 2018
Time: 6:00 pm - 8:00 pm
Location: Cincinnati Shakespeare Company
We would like to invite you to our April 26th Chapter Meeting with guest speaker Terry Franklin at the National Underground Railroad Freedom Center.
 
Following the presentation, guests are invited to enjoy networking with drinks, food, and access to the Grand Hall and 2nd floor exhibits!
 
We hope to see you there!
 
Board of Directors
Cincinnati Estate Planning Council
The 1846 Last Will  
of John Sutton:
What's New and Not So New in the 
World of Wills, and Contest Litigation
Terry Franklin went looking for evidence that would answer the question whether there was love in the relationship between his fourth great-grandfather, John, a white slaveholder in the Antebellum South, and his fourth great-grandmother, Lucy, who was described in John's 1846 will as his 'mulatto slave'.  The will emancipated Lucy and the eight children and six grandchildren that John and Lucy shared.  Terry's search for answers also revealed a fascinating discovery, perfect for a trust and estates litigator. In this multi-media presentation, Terry retraces the path to his discovery of the will, and the unexpected will contest that threatened to keep his family enslaved.  During the presentation, Terry also discusses issues of drafting to anticipate potential problems, the estate planner as witness, and how the facts of an estate planning meeting can play out at trial.
 
About the Speaker
Terry Franklin
Sacks Glazier Franklin & Lodise
 
Terrence M. Franklin is a seasoned attorney with nearly a quarter century of experience handling trust and estates and probate litigation, disputes and appeals. His breadth of experience underscores the firm's long-standing reputation and the reason clients turn to the firm for complex cases involving significant dollar amounts.

Mr. Franklin has extensive trial and appellate experience, including successful published appeals and the landmark Moeller case, which was brought before the California Supreme Court. 16 Cal. 4th 1124.

Mr. Franklin is a member of the Diversity Committee of the American Bar Association (ABA) Real Property, Trust and Estate Section; former Council Member and Supervisory Council Member for the Litigation, Ethics and Malpractice Group; Former Vice Chair of the Practice Group Management; and Former Chair of the Ethics and Malpractice Committee.
Read Full Bio
THANK YOU TO OUR SPONSORS!
2017-2018 Season Sponsor
The Greater Cincinnati Foundation 
 
Presenting Sponsor
Veid _ Veid Certified Public Accountants 
 
Supporting Sponsors
Bethesda Foundation
Dinsmore & Shohl
Greater Cincinnati Planned Giving Council

See Upcoming Event Calendar