Evaluating Living Trusts Drafted by Others and Building the Perfect Document sponsored by Buckingham, Doolittle & Burroughs, LLC
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For the health and safety of all attendees, this program will be virtual only.
About the Program
Many estate planners read documents prepared by others and assume they know what they say with just a gloss. But there are often hidden gems in documents and when reading others’ documents, you need to understand how they are built and don’t naturally assume they need to be changed. This presentation will identify what items you should look for, what may be surprising embedded in the documents of others, different options to accomplish the same planning and how to build the perfect document.
About the Speaker
Mr. Zwick is a partner in the Tax and Wealth Management practice at Walter Haverfield LLP. His practice areas include all aspects of taxation for middle market entrepreneurs and their families and other high net worth individuals and their families. He received his BBA in Accounting and Finance from Kent State University, his J.D. from Cleveland State University Cleveland-Marshall College of Law, and his LL.M. (Taxation) from Georgetown University Law Center. Before joining Walter Haverfield LLP in 1997, Mr. Zwick spent 21 years in public accounting, including serving for many years as Director of Tax Operations and Head of the Cleveland Office Tax Department for a large regional Bowman 100 CPA firm. Mr. Zwick is licensed to practice law in Ohio and is admitted to the U.S. Tax Court, the Federal Court for the Northern District of Ohio, and is a Certified Public Accountant. His practice encompasses not only income tax planning, but also estate planning, ERISA, business and individual taxation, Subchapters C&S, mergers and acquisitions, employee benefits and IRS and U.S. Tax Court practice and controversy work. Mr. Zwick also handles criminal tax matters working in conjunction with Ralph Cascarilla, the firm’s Managing Partner and former Assistant U.S. Attorney. Mr. Zwick is the principal author of the book Tax & Financial Planning for the Closely-Held Family Business previously published by ALI-ABA, now published by Edward Elgar and is co-author of the book Transferring Interests in the Closely-Held Family Business also published by ALI-ABA. Mr. Zwick is also the author of the Chapter on Section 83 Property Transfers in Exchange for Services in the Lexis Nexis online Tax Encyclopedia. Mr. Zwick has published many feature articles in major tax publications. He is a frequent speaker to other tax professionals, both locally and nationally. He is board certified by the Ohio State Bar Association in federal tax and a former Chair of Federal Tax Specialty Board of the Ohio State Bar Association. Mr. Zwick was an adjunct professor of wealth transfer taxation and estate planning at the Case Western Reserve University School of Law LL.M. Taxation program and an adjunct professor of both tax law and wealth transfer tax at Cleveland State University College of Law. He was selected as Estate Planner of the Year in 2011 by the Estate Planning Council of Cleveland. Mr. Zwick is also an Accredited Estate Planner® as designated by the National Association of Estate Planners & Councils.
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. You must be attentive on the webinar for at least 60 minutes of programming AND complete the post event survey to receive credit for any of the credentials listed above.
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