Ohio Legacy Trust Act sprd by Jewish Federation of Cleveland
Date: Tuesday, April 9, 2013
Time: 12:00 PM - 1:30 PM
Location: The City Club, 850 Euclid Ave.
Speaker: John E. Sullivan, III
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 after 11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.)
About the program…
This presentation will give a brief overview of some key components of HB 479 (2012), most notably its provisions regarding “legacy trusts” (i.e., Ohio domestic asset protection trusts). The program will discuss some potential uses of legacy trusts and will warn of some pitfalls that might not be apparent from the face of the statute.
John E. Sullivan, III is a founding member of the Beachwood, Ohio law firm of Sullivan & Sullivan, Ltd. He graduated from Boston College in 1980; from the University Of Texas School Of Law in 1984; and is admitted to practice in Ohio, Massachusetts, Illinois, and numerous federal courts, including the U.S. Supreme Court and U.S. Tax Court. His practice focuses on asset protection, asset recovery, and estate and business planning. Mr. Sullivan devises complex asset protection plans (including the use of onshore and offshore trusts and companies as well as U.S. exempt property laws), and also prepares more traditional estate plans. Mr. Sullivan was named one of the “Top 100 Attorneys” in the United States by Robb Report’s Worth Magazine (December 2005). He has been quoted or cited in Bloomberg Wealth Manager, the Wall Street Journal, and Forbes.com, and he occasionally serves as an expert witness in asset protection, estate planning, and debtor-creditor suits. Mr. Sullivan is a frequent lecturer and has authored or co-authored many works. Mr. Sullivan is a principal co-author of the Ohio Asset Management Modernization Act (2012), which allows for Ohio asset protection trusts and which made other changes to Ohio’s trust, estate, and debtor-creditor laws.
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 04/08/13. Meeting cost is $35 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 04/08/13 to avoid a no-show reservation billing.
New this season! Purchase a table at the monthly luncheon… $200 / six guests.(Submit names to admin@epccleveland.org by 4/5/13.)
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 meeting is sponsored by:
