Private Wealth Management, U.S. Bank

Top Ten Take-A-Ways from Heckerling sponsored by Fifth Third Private Bank

Date: Tuesday, February 13, 2018
Time: 11:30am - 1:30pm
Location: The City Club of Cleveland, 850 Euclid Ave., 2nd Fl., Cleveland, OH 44114
Speaker: Joseph M. Mentrek, Esq., AEP®

Please arrive at 11:30 am for networking time in advance of lunch.
Lunch will be served at noon with the meeting beginning at 12:20 pm.


About the Program
Joe will provide the annual summary of highlights of the 52nd Annual Heckerling Institute on Estate Planning hosted by the University of Miami School of Law.

About the Speaker
Joseph M. Mentrek is a Partner with the Cleveland-based law firm of Calfee, Halter & Griswold, LLP and serves as chairman of the firm’s estate and succession planning group. Joe works closely with his clients and their advisors to develop and implement creative strategies and tax-sensitive solutions to achieve their wealth transfer and business transition goals.  Joe’s history truly embodies the multi-disciplinary values of the Estate Planning Council of Cleveland, as his affiliation with Calfee followed many years of practice in public accounting and financial services as a vice-president and director of the Wealth Center at Meaden & Moore, Ltd.  Prior to his time at Meaden & Moore, Joe practiced with the law firm now known as McCarthy, Lebit, Crystal & Liffman and the international accounting and business advisory firm now known as EY.  Joe is an active and visible member of the Cleveland estate planning community, and is a frequent speaker and author on topics concerning estate planning, estate, gift and income taxation, business succession planning, and personal financial planning.  He is a member of the Ohio State Bar Association and the Cleveland Metropolitan Bar Association, and was chairman of the CMBA Estate Planning Institute in 2011.  Joe is a past president and trustee of the Estate Planning Council of Cleveland, where he remains an active supporter of its committees and initiatives.  Joe was honored as the council’s Distinguished Estate Planner in 2015.  Joe is also an active member of several estate planning discussion groups, as well as numerous planned giving advisory boards in the greater Cleveland area.

Elaine B. Eisner │ 2017-2018 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 02/12/18, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to admin@epccleveland.org by 02/09/18).  If you reserve and are unable to attend, please call the office to cancel by noon 02/12/18 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.  A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements. 

To Reserve, click "Register Now" below.


EPC Cleveland is grateful for the support of our sponsor:

Parking Options-
Option 1:  Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave., entrances on Euclid & Prospect) to those who enter after 11:01 am and exit before 2:29 pm.  Guests should present ticket to the reception desk at The City Club for validation.  After validation and if within the timing restrictions, the parking fee is $3.
Option 2: Through a special arrangement between The City Club and The Metropolitan at the 9 (2017 E. 9th Street, Cleveland, Ohio 44115), guests are able to take advantage of a $10 valet rate.  To take advantage, tell the valet you are attending an event at The City Club.  Once at The City Club, pick up a blue ticket from the reception desk.  Present this ticket to the valet upon claiming your car.  This option is available to those who park at or later than 11:01 and pick up their vehicle before 2:29 pm.
*Prices and timing restrictions subject to change without notice.

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