ISBA Members: Use your
15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!
just use the green button next to the “Add to Cart” button below!
Presented by the ISBA
1.0 hour MCLE creditOriginal Program Date: February 10, 2023
Accreditation Expiration Date: September 12, 2025 (You must certify completion and save your certificate before this date to get MCLE credit)
Trust and estate planning in 2023 will require navigating many rocky patches. There are new assets classes. Inflation is rising. We are still dealing with the ongoing effects of the pandemic. There is legislation pending to substantially alter the taxability of estates. Familiar planning platforms and techniques may no longer be efficacious as change unfolds. Planning requires not only looking at the law as it is today but as it may change – perhaps dramatically – during the year. This program will provide you with a practical guide to planning in the uncertainty of 2023.
- Tax legislation that will or has changed the taxability of estates
- Planning with rising inflation – and higher interest rates?
- Trends in valuation of estates with higher rates
- Considering how to handle new asset classes
- Planning for the ongoing effects of the pandemic
Speakers:
Michael Sneeringer a partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.
Pricing Information
- Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
- ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
- Fees:
- ISBA Member Price of $30 is displayed below when you login and program is eligible for Free CLE member benefit
- New Attorney Member (within the first five years of practice) - $25
- Law Students - Free