EPC Webinar Replay:
“Effective Estate Planning for Diminished Capacity; Can You Really Avoid Guardianship”

Date: Wednesday, May 24, 2017
Time: 3:00pm - 5:00pm
Location: AECOM Building, Conference Room A, 1300 E. Ninth Street, Cleveland, OH 44114
Speaker: Webinar Presenter: Diana Zeydel, JD, LL.M., AEP® (Distinguished)
Roundtable Experts:
Mohammed Bidar, Esq. │ Cavitch, Familo & Durkin
Erica E. McGregor, Esq. │ Tucker Ellis
Margaret Mendenhall, RN │ Client Care Manager, Zeigler Metzger
Lisa J. Roth, Esq. │ Zeigler Metzger

Attendees are encouraged to gather together for a complimentary happy hour following the program at the Courtyard Café (located directly across from the conference room).

Complimentary for Members!
Each member is permitted to bring one guest to this event.

About the Program
This intermediate/advanced session will focus on lifetime planning for a client with diminishing capacity (physical or mental impairment), whether a guardianship can be avoided; if there is family disharmony, how the estate planning documents stand up in the event of a guardianship and what we should add to our estate planning documents even absent a dispute to ensure the ability to deal with all aspects of preserving and enhancing the estate plan when the client is no longer able to act.  

The program will air live on May 10, 2017 as a part of the National Association of Estate Planners & Councils Robert G. Alexander Webinar Series.  EPC Cleveland will be offering a live replay of the webinar and will follow the program with a one-hour roundtable session led by M. Elizabeth Monihan, AEP® (Schneider Smeltz Spieth Bell LLP) with local subject matter experts:

Mohammed Bidar, Esq. │ Cavitch, Familo & Durkin
Erica E. McGregor, Esq. │ Tucker Ellis
Margaret Mendenhall, RN │ Client Care Manager, Ziegler Metzger
Lisa J. Roth, Esq. │ Ziegler Metzger

About the Webinar Presenter
Diana S.C. Zeydel is the Global Chair of the Trusts & Estates Department of Greenberg Traurig, P.A. and is a member of the Florida, New York and Alaska Bars.  She focuses her practice on estate, business succession and tax planning for high-net-worth individuals and families as well as planning for U.S. and non-U.S. citizens and residents. Diana specializes in sophisticated intra-generational wealth transfer strategies, business succession planning and complex transfer tax controversies.  She received her LL.M. in Taxation from New York University School of Law (1993), her J.D. from Yale Law School (1986) and her B.A. from Yale University (1982).

Reservation Policy – All attendees are encouraged to register in advance.  There is no fee to attend the program.  Each member is permitted to bring one non-member guest.

Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders.  To obtain credit, the attendee must stay through both the webinar and roundtable discussion, partial credit is not available.  A certificate of completion will also be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.   The council strongly recommends that those who are self-reporting check with their governing body to determine the eligibility of continuing education credit for an on-demand distance-learning program.

To Reserve, click "Register Now" below.

Facility and happy hour provided by: 

Parking and location details – The webinar will take place in the AECOM Conference Room A in the AECOM Building.  The AECOM Building is located on the corner of East 9th and St. Clair (formerly known as the Penton Building formerly known as the Bond Court Building).  Please use the valet at the Westin Hotel on St. Clair.  Your ticket will be validated (don't forget to bring your parking ticket with you). After you have parked, walk through the hallway in the hotel past the Starbucks and through the glass doors.  Turn right and the Conference Room will be on your left-hand side.  The happy hour following the roundtable will take place at the Courtyard Café (located directly across from the conference room).


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