ESTATE PLANNING COUNCIL OF CLEVELAND

Annual Meeting & Awards Luncheon
Tuesday, June 10, 2014
The Union Club

12:00 pm Registration & Reception
Luncheon
Estate Planning Council of Cleveland Annual Meeting
Distinguished Estate Planner Award Presentation to Radd L. Riebe
1:30 pm Adjourn

About our Honoree:
Radd Riebe is a Managing Director in the Valuation & Financial Opinions Group in the Cleveland office of Stout Risius Ross, Inc. His focus is on business valuation and litigation advisory services in connection with trust, estate, and
private client advisory services. His business valuation experience spans more than 30 years and encompasses a wide range of industries from manufacturing to retail to services.

Radd began his career in 1978 in the Office of Counsel for the trust department at The Cleveland Trust Company. In 1981 under the tutelege of John Butala, Radd moved into the trust department of the bank, which had been renamed
Ameritrust Company, to start up a business valuation service for estate and gift practictioners. As Ameritrust became Society Bank and then Key Bank, the business valuation services area survived and flourished. In 2000, a then Detroit-based business valuation firm was looking to expand into the Cleveland market and Radd joined Stout Risius Ross to build a Cleveland office for the expanding need for a wide array of valuation advisory services. Today SRR has
300 employees in 12 offices across the U.S.

Radd has served as Chair of the Valuation Advisory Board for Trusts & Estates magazine and has authored eight articles for the magazine since 2007. He serves on the Cleveland Leadership Board for The College of Wooster. Radd is an Accredited Senior Appraiser in Business Valuation with The American Society of Appraisers, a Past President of The Estate Planning Council of Cleveland, and a member of the Society of Financial Service Professionals, The ESOP Association, Estate Planning Advisory Council at Case Western Reserve University, and the Cleveland Metropolitan Bar Association.

Radd received his Bachelor of Arts in Political Science from The College of Wooster in 1975, his Juris Doctor from Case Western Reserve University in 1978, and his Masters in Business Administration from Case Western Reserve
University in 1983. 

Radd is married to Beth and they have one daughter, Greta. Beth is the Office Administrator in the Cleveland office of the law firm of Littler Mendelson.  Greta is a student at Georgetown University and will be entering her senior
year in the Fall. An avid Indians fan, Radd’s free time includes sports and travel.

About the Distinguished Estate Planner Award:
The Distinguished Estate Planner Award was created in 2001 with the purpose of honoring an individual for outstanding contributions within the multi-disciplinary field of estate planning. Recipients of the award may currently be engaged in practice or retired, but must have been involved in the field of estate planning for a minimum of 15 years and a member of the Estate Planning Council of Cleveland for at least 5 years at some point in his or her career. Recipients also reflect the goals for which the council was organized: to provide a better understanding of estate planning and of the services that estate planners can render to the general public; to promote cooperation and to foster a better understanding of the proper relationship among estate planners of different professions; and to further the education of the members of the council and of the public in the field of estate planning.

Previous recipients of the award include P. Thomas Austin, J. Donald Cairns, Robert M. Brucken, Jeffry L. Weiler, Roger L. Shumaker, Herbert L. Braverman, James G. Dickinson, Marcia J. Wexberg, Stephen H. Gariepy, M. Patricia Culler, Gary A. Zwick, Matthew F. Kadish, and M. Elizabeth Monihan.

We are grateful for the support of our sponsors: