Past Events

February 27, 2020 Chapter Luncheon - The Duty to Report Elder Abuse, Neglect, and Exploitation
Gregory S. French
January 9, 2020 Networking Happy Hour
December 10, 2019 2019 Federal Tax Update
Sam Donaldson
November 19, 2019 Chapter Luncheon - The False Panacea of Transfer on Death Registrations
Ken Coyne
October 9, 2019 Season Kick-off, Networking Happy Hour
June 4, 2019 2019 Annual Meeting
May 2, 2019 Chapter Meeting - The Ohio Family Trust Company Opportunity
Cindy L. Steeb, MBA, JD
March 7, 2019 Chapter Meeting - Luncheon
Marily J. Maag & Barbara Rose, MPH, RN
January 8, 2019 Networking Happy Hour
October 23, 2018 Chapter Meeting - Optimal Basis Planning
Edwin Morrow III, Wealth Strategist, US Bank Private Wealth Management
June 13, 2018 2018 Annual Meeting & Networking Happy Hour
April 26, 2018 Chapter Meeting - The 1846 Last Will of John Sutton: What's New and Not So New in the World of Wills, and Contest Litigation
Terry Franklin
February 22, 2018 Chapter Meeting - Helping Clients Navigate the Financial Impact of a Marital Separation or Divorce
Panel
January 9, 2018 Networking Happy Hour
September 26, 2017 Basis Bonanza: A Few Creative Ways to Generate Basis Step-Up
Clary Redd
June 6, 2017 Lager Tour & Annual Meeting Happy Hour
April 27, 2017 "Nudging" Better Behavior
Nancy B. Rapoport
February 9, 2017 Family Healthcare: Advance Directives, Longā€Term Care, Medicare and Medicaid, Social Security and Other Government Benefit Programs
Bernard A. Krooks, Esq.
November 3, 2016 Happy Hour & Networking
September 27, 2016 How to Work with the IRS
Michael Gregory
June 9, 2016 2016 Annual Meeting
May 3, 2016 Best Ideas 2016: Case Study
Facilitator - Larry Grypp, President of the Goering Center for Family & Private Business at the University of Cincinnati
February 2, 2016 Planning & Drafting for the Married Couple in an Era of Mobility, Portability, & Liability
Turney Berry
January 6, 2016 Happy Hour & Networking
October 8, 2015 Quarterly Chapter Meeting - DINK Planning
Amy R. Tripp
June 1, 2015 Annual Year-End Golf Outing & Trivia Night!
April 30, 2015 Best Ideas 2015
Panel
February 5, 2015 Funding Education: 529 Plans & Other Creative Options -The Gift of Opportunity
Susan Bart
September 9, 2014 Annuities 101
John Olsen
June 17, 2014 Golf Outing & Annual Meeting/Trivia Night
May 15, 2014 UC Foundation Event - Russell James Presentation
Russell N. James, JD, Ph.D., CRP
May 8, 2014 Best Ideas 2014
Panel
February 20, 2014 Planning with Portability
Diana Zeydel
September 20, 2013 Myths, Mysteries, & Mistakes
Professor Jeffrey Pennell
June 24, 2013 2013 Annual Golf Outing & Casino Night
April 30, 2013 Best Ideas 2013
March 14, 2013 Tales from the Crypt: A Review of Past Mistakes by Attorneys, Accountants, Trust Officers, and Othe
Skip Fox
September 25, 2012 Estate Planning in 2012
Steve Akers
June 11, 2012 2012 Annual Year-End Event
May 10, 2012 Best Ideas 2012
February 22, 2012 Asset Protection Planning
Gideon Rothschild
November 3, 2011 Fiduciary Responsibilities for Not-For-Profit Leadership
Rich Lynch
October 4, 2011 Incentive Trusts: a Panacea or a Problem
Louis Mezzullo
June 13, 2011 Annual Year-End Event
May 2, 2011 The Best Ideas of 2011
Panel of Presenters
November 30, 2010 The Unthinkable Has Happened: No Estate Tax and Carryover Basis
Jonathan Blattmachr
September 14, 2010 What's Hot, What's Not!
Steve Leimberg
June 21, 2010 Annual Golf Outing and Year End Meeting
May 5, 2010 The Best Ideas of 2010
7 Presentations
April 7, 2010 Happy Hour Wine Tasting and Networking
January 20, 2010 Recent Wealth Transfer Developments
Professor Jeffrey Pennell
September 29, 2009 Due Diligence in Recommending the Correct Life Insurance Policy
Michael Halloran AEP, CLU, ChFC , CFP
June 22, 2009 Annual Golf Outing and Dinner
See Below
April 28, 2009 Best Ideas Program
Ten Of Your Fellow Members and Dinner Speaker: LisaMarie Luccioni
January 21, 2009 ASSET PROTECTION TRUSTS - Fad, Panacea or the Next Planning Wave?
John A Warnick
View Current Events