Planning for elderly clients has special challenges. There are competing demands of providing for clients in their latter years, growing health issues, and a desire to leave something for their children or for their grandchildren’s education. There is also the increasing incidence of late-in-life divorces. How to satisfy these demands in a tax-efficient and administratively easy way requires the use of many tools. This program will provide you with a practical guide to estate and trust planning for elderly clients, including spotting and identifying capacity issues, planning for long-term medical care, issues surrounding personal residences, planning for grandchildren’s education, and drafting plans that will withstand litigation.
Day 1 – February 7, 2012:
Day 2 – February 8, 2012:
Speakers:
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. She is a former trustee of the Catholic Charities Corporation and former chair of the entity’s Planned Giving Committee. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.
Daniel J. Hoffheimer is a partner in the Cincinnati office of Taft Stettinius & Hollister LLP, where his law practice concentrates on advising nonprofit organizations and charitable foundations, and estate planning, trust and probate law. He is a Fellow of the American College of Trust and Estate Counsel and formerly served as a Lecturer-in-Law at the University of Cincinnati College of Law. Mr. Hoffheimer formerly served as the president of Cincinnati Bar Association and currently serves on the Section Council of the Estate Planning, Trust and Probate Law Section of the Ohio State Bar Association. He received his B.S. from Harvard University and his J.D. from the University of Virginia School of Law.