Estate and Financial Planning for Disabled Children sponsored by Key Private Bank
Date: Tuesday, April 12, 2011
Time: 12:00 PM - 1:30 PM
Location: The City Club, 850 Euclid Avenue
Speaker: Laurie G. Steiner
LOCATION: The City Club, 850 Euclid Ave., Cleveland (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…
In this presentation, Laurie Steiner will briefly cover the governmental benefits available to disabled individuals and will examine the financial and estate planning tools available to help these special people, including special needs trusts. Special needs planning is a growing area that estate planners and financial planners need to understand.
Laurie G. Steiner received her B.A. degree from the College of Wooster and her J.D. degree, magna cum laude, from Cleveland Marshall College of Law. Ms. Steiner is a frequent speaker on asset protection, Medicaid planning and estate planning topics to both professional groups and civic groups. Her practice is focused on estate planning, elder law and probate. She is a current contributing author to 50 Something magazine and a past contributing author to The Times of Your Life. She is the substitute host and also appears on the television show AGolden Opportunities,@ Sunday mornings on TV-3 in Cleveland, the local NBC affiliate. She is a member of Cleveland (Estate Planning Probate and Trust Section), Akron, Ohio State (Probate and Trust Law Section) and American (Real Property, Probate and Trust Law Section) Bar Associations, the National Academy of Elder Law Attorneys and the Estate Planning Council of Cleveland. She joined the law firm of Budish, Solomon, Steiner & Peck, Ltd. when it was formed in September 1993, and previously was associated with Hahn Loeser & Parks.
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 04/11/11. Meeting cost is $30 for members at the door and $30 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 04/11/11 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.
Reserve by clicking "RSVP Now!" below!
This event is sponsored by:
