Breakfast: Ohio Estate and Trust Legislative Update sponsored by HW&Co., CPAs & Advisors
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Lisa Monihan just completed a two-year term as Chair of the Ohio State Bar Association’s Estate Planning, Trust and Probate Law Section. She will share her experience and report on recent Ohio legislative developments of interest to trusts and estates professionals. Her presentation will cover statutes which have recently been enacted, and she will highlight some of the proposals currently under consideration for future legislation.
M. Elizabeth (“Lisa”) Monihan is a partner in the Schnieder Smeltz Spieth Bell LLP law firm, where she co-chairs the Trusts and Estates Practice Group and she also serves on the firm’s Technology Committee. Lisa’s practice is focused on wealth transfer planning for individuals and fiduciaries, including income, gift, estate and generation-skipping transfer tax planning, trust and estate administration, multi-generational family issues, retirement planning, succession planning for closely-held businesses, and charitable planning. Lisa establishes personal, long-tern relationships with her clients, and guides them through their legal, tax, financial and family issues in their unique situations with empathy and compassion.
Ted Robbins, CPA, CFP® │ 2023-2024 Program Chair
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders, from the Ohio Department of Insurance for OH Insurance CE, and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. The website will be updated no later than one week before the program with approval status. A certificate of completion will be available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements.
As of 11/7/23:
CFP - Pending
Ohio Insurance - Pending
CLE - Pending
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 $35 for members when paid in advance before noon 12/04/23, $50 for members at the door, $50 for guests, and $210 for a table of six (can be mix of members and non-members - please submit names to email@example.com by 12/01/23). If you reserve and are unable to attend, please call the office to cancel by noon 12/04/23 to avoid a no-show reservation billing.
VIRUTAL: All attendees must register in advance. The meeting cost is $35 for members and $50 for guests. You will receive login credentials with your registration confirmation email.
Thank you to the sponsor of this event: