Multi-Generational Estate Planning

Date: Tuesday, November 12, 2013
Time: 12:00 pm - 1:30 pm
Location: The City Club, 850 Euclid Ave.
Speaker: M. Elizabeth Monihan, 2013 Distinguished Estate Planner

LOCATION:       The City Club, 850 Euclid Ave., Cleveland (Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave, entrances on Euclid & Prospect) to those that enter after 11:01 am and exit before 2:29 pm.  Guests must present ticket to The City Club for validation.)

About the program…

Now that the Ohio estate tax has been repealed and the federal estate tax exemptions for a married couple amount to over $10,000,000, there is not much left to do for your estate planning clients, right?  Everyone can just have simple wills, right?  Wrong.  Multi-generational planning for all types of clients is still alive and well.  The need for planning for a variety of needs for present and future generations of a client’s family is stronger than ever.  With almost 30 years of experience in planning for multi-generational family needs, Lisa Monihan will share her thoughts with us on this topic.

M. Elizabeth Monihan has been a Director and Shareholder of Spieth, Bell, McCurdy & Newell since 1998, and has practiced with the firm since 1995.  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.  She establishes personal, long term relationships with her clients, and guides them through the legal, tax, financial and family issues in their unique situations with empathy and compassion.  Lisa is a frequent speaker to professional and community groups on estate planning and related topics.  Lisa is a Past President of the Estate Planning Council of Cleveland (1994-1995) and the 2013 recipient of its Distinguished Estate Planner Award.

Emily Shacklett, CPA, AEP®, 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 11/11/13.   Meeting cost is $35 for members at the door and $35 for guests.  If you reserve and are unable to attend, please call the office to cancel by noon 11/11/13 to avoid a no-show reservation billing.

Purchase a table at the monthly luncheon… $200 / six guests. (Submit names to by 11/08/13.)

Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders.  In addition, a certificate of completion will be available for those CTFAs, CPAs, and CWS designees that feel the program satisfies their continuing education requirements.

To Register, click "Register Now!" below.

This luncheon is sponsored by:


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