ESTATE PLANNING COUNCIL OF CLEVELAND

If attending in person, please arrive at 11:30am for networking time in advance of lunch. Lunch will be served at noon with the meeting beginning at 12:20pm.

If attending virtually, the webinar session will begin at 12:20pm.

About the Program
So many legislative proposals, so little clarity. What’s an estate planner to do? Tom Pauloski, Bernstein’s National Managing Director of Wealth Strategies, will lead a discussion of adaptable strategies—like spousal lifetime access trusts (SLATs)--that are highly effective under current law, but can be unwound or modified as tax laws change.

About the Speaker
Thomas J. Pauloski is National Managing Director for Wealth Planning and Analysis, the research division of Bernstein Private Wealth Management’s Private Client Group.  He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions.  Previously, Tom was a partner at the Chicago law firm of Winston & Strawn LLP, where he concentrated his practice in estate, tax, and business planning.  Tom also has been a member of the Chicago law firm of Levin & Schreder, Ltd., a Vice President in the Private Client Group of Zurich Life in Long Grove, Illinois, and a partner at the Chicago law firm of Schiff Hardin & Waite. Tom is a nationally known speaker on estate planning, tax, and insurance issues, and has written numerous articles and continuing legal education materials on estate planning topics.  He serves on the faculty of the American Bankers Association National Trust and National Graduate Trust Schools, and has served on the adjunct faculty of the Cannon Financial Institute Schools.  Tom has been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School.  Tom also has served on the editorial board of Trusts & Estates magazine.  He retired from the United States Naval Reserve in 2003, after 21 years of service. Tom received his bachelor of science degree in environmental engineering from Northwestern University, and his juris doctor, magna cum laude, from Loyola University Chicago School of Law, where he served as editor-in-chief of the Loyola Law Journal.

Michael H. Novak │ 2021-2022 Program Chair

Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders, from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit, and from the Ohio Department of Insurance. A certificate of completion will be available for those AEP, CPA, and CWS designees who feel the program satisfies their continuing education requirements.  

Covid-19 Information – EPC Cleveland is working closely with the Union Club to help mitigate the risks of Covid-19 transmission. Currently, the buffet will be served by staff members wearing a mask, there will be 6 people per table, and social distancing will be encouraged. All guests will be required to wear masks during networking time and while not seated for lunch. Any other local or venue COVID-related protocols in place at the time of the event will be enforced. Your flexibility is appreciated.

Reservation Policy –

IN PERSON: All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  The meeting cost is $32 for members when paid in advance before noon 10/11/21, $45 for members at the door, $45 for guests, and $235 for a table of six (please submit names to admin@epccleveland.org by 10/08/21).  If you reserve and are unable to attend, please call the office to cancel by noon 10/11/21 to avoid a no-show reservation billing.

VIRUTAL: All attendees must register in advance. The meeting cost is $10 for members and $15 for guests. You will receive login credentials with your registration confirmation email.    

Registration for this event is now closed.

Thank you to our sponsor: