Estate Planning and Valuation Issues in Today’s Trumped-Up Environment: A New World Order? sponsored by Key Private Bank

Date: Tuesday, September 12, 2017
Time: 11:30am - 1:30pm
Location: The City Club of Cleveland, 850 Euclid Ave., 2nd Fl., Cleveland, OH 44114
Speaker: Radd L. Riebe, J.D., ASA and Patrick J. Saccogna, J.D., LL.M., CPA (inactive), 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

Donald J. Trump’s historic victory in the 2016 U.S. Presidential election sent shock waves throughout the country, and will undoubtedly continue to have major ramifications for all Americans during his tenure as President. This is particularly true in the tax arena, where he and congressional Republicans have proposed dramatic, sweeping changes. These changes could fundamentally alter the practices estate planners and our clients everywhere and for years to come, particularly in the estate planning and valuation areas.

About the Speakers

Radd L. Riebe, J.D., ASA is a Managing Director in the Valuation Advisory group at Stout Risius Ross, Inc. He has extensive experience in the firm’s Trust and Estate Advisory Services group. Radd’s business valuation experience over 35 years encompasses a wide range of industries, over 3,000 engagements, and has been performed for numerous purposes including fairness opinions, estate and gift taxation, ESOPs, marital dissolutions, stock option grants, recapitalizations, blockage opinions, buy-sell agreements, mergers & acquisitions, Subchapter C to Subchapter S conversions, and other tax, corporate, and litigation related matters. He currently serves as the chair of the Valuations Committee for Trusts & Estates magazine. He was selected as the 2014 Distinguished Estate Planner by The Estate Planning Council of Cleveland. He has also testified as an expert witness related to valuation issues.

Patrick J. Saccogna, J.D., LL.M., CPA (inactive), AEP® is a partner in the Personal & Succession Planning practice group at Thompson Hine LLP. He focuses his practice on counseling high net worth individuals, families, and closely-held businesses in a wide range of personal, charitable, business and succession planning matters. He also represents beneficiaries and individual and corporate executors and trustees in a variety of estate and trust administration, tax compliance, and fiduciary litigation matters. Patrick is a Fellow in the American College of Trust and Estate Counsel (ACTEC), a Certified Public Accountant (CPA) in Ohio, and is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils. Patrick received the Estate Planning Council of Cleveland's 2017 Distinguished Estate Planner Award. He also was selected as the Best Lawyers® 2017 “Lawyer of the Year” (Cleveland:  Closely Held Companies and Family Businesses Law).

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 09/11/17, $40 for members at the door, $40 for guests and $200 for a table of six (please submit names to by 09/08/17).  If you reserve and are unable to attend, please call the office to cancel by noon 09/11/17 to avoid a no-show reservation billing.

Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. EPC Cleveland will also request credit from the Ohio Department of Insurance. 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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