2012 Annual Estate Planning, Trust and Probate Seminar
Continuing Legal Education
March 9, 2012 Friday 9:00am - 4:30am
2012 Annual Estate Planning, Trust and Probate Seminar
Friday, March 9, 2012
9:00-4:30pm
6.0 CLE hours
Lunch and Parking is included!
Agenda
9:00-10:00am Estate Planning Issues for Qualified and Non-Qualified Plans
Edwin P. Morrow, III, Esq., KeyBank Trust Department
10:00-11:00am Planning for Parents of Children with Disabilities
William J. Browning, Esq., Browning Meyer & Ball
11:00-11:15am Break
11:15-12:15pm Case Law Update
Honorable Jack R. Puffenberger, Judge, Lucas County Probate Court
12:15-1:00pm Lunch
1:00-2:00pm A Psychiatric Perspective on Testamentary Capacity and Undue Influence
Sherif Soliman, M.D., Senior Clinical Instructor, Case Western Reserve School of
Medicine, Department of Psychiatry
2:00-3:00pm Bulletproofing the Estate Plan: The Unruly Family and Tips to Minimize and Protect Against a Successful Legal Challenge
Adam Fried, Esq., Reminger Co., LPA
3:15-3:30pm Break
3:30-4:30pm Montgomery County Probate Court – “Hour of Power”
Update on Current Issues for Practitioners in Probate Court
- Event Code
- 1112-018
- Location
- Sinclair Community College, Bldg. 12
- Credit Hours
- 6.00
