We invite you to attend a seminar specifically designed for our clients. There have been a significant number of changes to the estate planning rules, estate tax rules, long term care planning, and Medicaid eligibility over the past several years. This year, our client seminars will revisit each of the changes, and take a look at the practical impact of these changes on you and your estate plans. We will still provide an update of law changes that have occurred in the past two years. The following is a list of some of the topics that will be visited at the estate planning seminars:
Update on the status of Ohio’s new Legacy Trust and creditor protection planning. Ohio as an alternative to “off-shore” trusts.
The impact of the US Supreme Court's decision restricting the creditor protection afforded to IRA accounts once they are in the hands of your beneficiary?
Coordination of estate planning options for clients with assets in more than one State; especially between Ohio, Florida and Arizona.
Beyond a review of your Trust or Last Will & Testament: The importance of reviewing how your assets are titled.
Update on Medicaid eligibility requirements and its impact on planning for Long Term Nursing Home costs.
A look at many of the other changes, both enacted and proposed, to Ohio, Florida, and Federal laws that effect your estate plans.
How often should I be reviewing and updating my estate plan?
This seminar is being presented at four different times.
Select which date and time that you would like to attend, and call to let us know.
August 11, 2015 (Tuesday) from 2:00pm to 4:00pm, and from 6:00pm to 8:00pm
August 12, 2015 (Wednesday) from 2:00pm to 4:00pm, and from 6:00pm to 8:00pm
Where: All seminars are being held at: Westlake High School Performing Arts Center
(Please note the return to this location) Westlake High School, Hilliard Rd., Westlake, Ohio 44145
Reserve your seating. Please R.S.V.P. at (440) 892-2040
(This seminar is for our clients, their families and friends)
If you were unable to attend, but would like a copy of the seminar outline, complete the information form below and include a request for the outline in the comment section below.