Using 2012’s Best Estate Planning Techniques before the Ball Drops sprd by Hahn Loeser & Parks LLP
Date: Tuesday, September 11, 2012
Time: 12:00 PM - 1:30 PM
Location: The City Club, 850 Euclid Ave.
Speaker: Stephen H. Gariepy
LOCATION: The City Club, 850 Euclid Ave., Cleveland (Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage, located at 740 Euclid Ave. with entrances on Euclid & Prospect, to those that enter after 11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.)
About the program…
The ball is still in our court until year-end to take advantage of the $5 million gift and generation-skipping exemptions. Steve will discuss how we can evaluate which clients are candidates for making use of the temporary gift and generation-skipping exemptions, determine which wealth transfer strategies best apply to particular client profiles, and motivate clients to take action before year-end.Returning from Morocco, Steve will present a fresh perspective.
About the speaker…
Steve Gariepy is co-chair of Hahn Loeser & Parks LLP’s Estate Planning and Business Succession Group. In 2011, Steve became the first recipient of Best Lawyers in America’s “Lawyer of the Year” for Cleveland Trusts and Estates. In 2009, he received the Estate Planning Council of Cleveland’s Distinguished Estate Planner award. He has served as president of the Estate Planning Council of Cleveland and chair of the Cleveland Metropolitan Bar Association’s Estate Planning Institute. He is an OSBA Board Certified Specialist in Estate Planning, Trust and Probate Law, a software consultant for BNA Estate & Gift Tax Planner, and a Fellow of the American College of Trust and Estate Counsel. He is admitted to practice in Ohio, Florida and Arizona.
Michael W. Matile, 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 $25 for members when paid in advance before noon 09/10/12. Meeting cost is $35 for members at the door and $35 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 09/10/12 to avoid a no-show reservation billing.
Purchase a table at the monthly luncheon… $200 / six guests.(Submit names to admin@epccleveland.org by 09/07/12.)
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, CPAs, and CWS designees that feel the program satisfies their continuing education requirements.
To reserve click "RSVP Now!" below.
This luncheon is sponsored by:
