Heckerling Institute Highlights Including the 2010 Act sprd by Fifth Third Private Bank
Date: Tuesday, February 8, 2011
Time: 12:00 PM - 1:30 PM
Location: The City Club, 850 Euclid Avenue
Speaker: Herbert L. Braverman & Jeffry L. Weiler
Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave, entrances on Euclid & Prospect) to those that enter after11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.
About the program…
Jeff and Herb will provide the annual summary of significant aspects of the 45th Annual Heckerling Institute on Estate Planning sponsored by the University of Miami School of Law, including planning after the 2010 Act.
Herbert L. Braverman has been in private practice in Cleveland, Ohio for 39 years advising and contributing to the estate, charitable and business planning process for businesses and business owners, high net worth individuals, trusts, family foundations, family limited partnerships and several non-profit entities. He has served 24 years as an elected official as Councilman in Orange Village, Ohio, including 3 years as Council President, 4 years as Chairman of the Finance Committee and 2 years as Chairman of the Long Range Planning Committee. Herb is a graduate of the Wharton School of the University of Pennsylvania and a graduate of Harvard Law School. Herb has served as a community activist for over 35 years in the Northeast Ohio area, including several board membership and committee positions with various local organizations. Herb has been an ACTEC fellow since 1994, has been published in many publications, was selected as an Ohio Super Lawyer from 2001 – 2011 and was named the Council’s Distinguished Estate Planner in 2006. Herb has also been an active expert witness in his areas of expertise in Ohio and Florida for the past several years.
Jeffry L. Weiler is counsel with the Cleveland law firm of Tucker Ellis & West LLP, and is admitted to practice in the States of Ohio and Florida; an Ohio State Bar Association Certified Specialist, Estate Planning, Trust and Probate Law; a Florida Bar Board Certified Tax Lawyer; a Fellow, American College of Trust and Estate Counsel; a Certified Public Accountant in Ohio. Also he was The Distinguished Estate Planner for 2004 of our Council. He is listed in The Best Lawyers in America for Tax, and for Trusts and Estates, and has been so listed for more than 20 years; and has been selected as an Ohio Super Lawyer, one of top 100 lawyers out of 32,000 in Ohio 2004 through 2008 and in 2011, and one of top 50 lawyers in Cleveland 2004 through 2009; and was profiled in 2008. He formerly was an Adjunct Associate Professor of Law at Cleveland-Marshall College of Law, Cleveland State University, and taught Estate and Gift Tax and Income Taxation of Trusts, Estates and Beneficiaries (1980-1987); and formerly an Internal Revenue Agent in the Cleveland District Office (1965-1970). He is Member of numerous Bar Associations and Tax Committees of Bar Associations, including the Council of the Ohio State Bar Association Estate Planning, Trust and Probate Law Section; and Treasurer of Cleveland Bar Association, 1993 to 1996; and frequently speaks at local and out of town tax seminars. He was the proponent, originator, and Ohio State Bar Association representative to Ohio General Assembly, concerning Bills for Ohio funeral and burial arrangements (right of disposition Bill) and signing Wills (conscious presence).
Jennifer A. Savage, Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $20 for members when paid in advance before noon 02/07/11. Meeting cost is $25 for members at the door and $25 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 02/07/11 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs and CPAs that feel the program satisfies their continuing education requirements.
To Reserve click "RSVP Now!" below.
This event is sponsored by:
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