James M. Mackey, a partner with the law firm of Walter & Haverfield will disccuss estate planning in Ohio. His topic covers federal estate tax status, Ohio estate tax and the future of estate planning.
As we look at the 21st century, Mr. Mackey will address:
*Life Insurance Ownership Issue
*Irrevocable Life Insurance Trust
*Wood vs. US Bank -- the Duty to Diversity
*Planning for Married Couples -- Discrepancy between State and Federal Estate Tax Exclusion
*Planning for the Surviving Spouse
*Total Return Trust Planning
*Recent Development in Retirement Planning
The Ohio Trust Code will also be covered including drafting issues, administration issues, the Uniform Principal and Income Act and The Prudent Investor Act.
Mr. Mackey is well-known for his skill as an estate planner for individuals, as well as the business owner, assisting families through the complex maze of issues, relating to estate/gift tax and property transfers. Mr. Mackey was recently certified by the Ohio State Bar Association as an Estate Planning, Trust and Probate Specialist, making him one of an elite group of attorneys in Ohio to have earned this distinction.
Date: Thursday, November 16, 2006
Time: 8:00 a.m. Registration/buffet breakfast
8:15 a.m. Announcements
8:30 a.m. Program
11:00 a.m. Adjourn
Location: Lockkeepers
8001 Rockside Road
Valley View, OH 44125
