Planning Before the Fall

Date: Tuesday, September 14, 2021
Time: 11:30am - 1:30pm
Location: Union Club of Cleveland, 1211 Euclid Ave, Cleveland, OH 44115
Speaker: Lisa A. Roberts-Mamone and Kevin R. McKinnis

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About the Program
Lisa Roberts-Mamone and Kevin McKinnis will briefly review some of the proposals that have been made to change the federal income tax rules and, more importantly, the federal transfer tax structure later this year or in 2022 (and/or perhaps beyond) and the profound affect it may have on planning for clients in the very near future (perhaps, even, before this fall). Thereafter, Lisa and Kevin will discuss planning ideas that can and should be explored by a variety of clients and families in different contexts and situations that you are likely to face in the coming months. They will discuss those techniques which are the simplest to implement, as well as those that seem to be the most popular. Lisa and Kevin will also discuss specific ideas for planning with life insurance, in second marriage situations, charitable planning situations, asset protection strategies, and some ideas that can be considered to hedge against the possibility of potential retroactive application of some of the transfer tax rules that are under consideration. There will be no shortage of recommendations for you and your clients to consider, and the presenters will try to point out the benefits and disadvantages of the various techniques.

About the Speakers
Lisa Roberts-Mamone
is a partner in the Cleveland office of BakerHostetler. She is experienced in the areas of estate planning and wealth transfer for high-net-worth individuals and families. She provides comprehensive guidance to clients involved in complex trust and estate matters, with a special emphasis on working with family offices and multigenerational families. Lisa is a trusted advisor and counselor to her clients, providing personal attention and support in difficult situations. She is described as "a great implementer," "exceedingly competent," and "very well thought-of" by sources (Chambers HNW 2018). Lisa was named the Estate Planning Council of Cleveland’s 2021 Distinguished Estate Planner.
Kevin McKinnis is an associate in the Cleveland office of BakerHostetler. As an estate planning and tax attorney, his practice focuses on counseling families, fiduciaries, private foundations and charities. Additionally, he has considerable experience representing fiduciaries and beneficiaries in intra-family estate and trust disputes. Kevin works closely with clients to achieve their goals in a tax efficient manner and to ensure the smooth transition of closely held businesses to the next generation.

Michael H. Novak │ 2021-2022 Program Chair

Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders, from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit, and from the Ohio Department of Insurance. A certificate of completion will be available for those AEP, CPA, and CWS designees who feel the program satisfies their continuing education requirements.  

Covid-19 Information – EPC Cleveland is working closely with the Union Club to help mitigate the risks of Covid-19 transmission. Currently, the buffet will be served by staff members wearing a mask, there will be 6 people per table, and social distancing will be encouraged. You will be required to wear a mask while you are not seated, including during networking time. Any additional local or venue COVID-related protocols in place at the time of the event will be enforced. Your flexibility is appreciated.

Reservation Policy

IN PERSON: All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  The meeting cost is $32 for members when paid in advance before noon 09/10/21, $45 for members at the door, $45 for guests, and $235 for a table of six (please submit names to by 09/10/21).  If you reserve and are unable to attend, please call the office to cancel by noon 09/13/21 to avoid a no-show reservation billing.

VIRUTAL: All attendees must register in advance. The meeting cost is $10 for members and $15 for guests. You will receive login credentials with your registration confirmation email.    

Parking - 

Valet option: Valet parking will be available at the Union Club for $12/car. You must have the EXACT AMOUNT in CASHNo credit cards will be accepted.

Self-parking options: Self-parking can be found at the following nearby garages: Statler Garage (1111 Euclid Ave, Cleveland, OH 44115), Huntington Garage (999 Chester Ave, Cleveland, OH 44114), Oswald Centre Garage (1168 Superior Ave E, Cleveland, OH 44114).

Registration is now closed for this event.

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