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Professional Seminar Series

Cincinnati Children's is proud to offer bi-annual complimentary continuing education seminars as a service to the Professional Advisor community.

The next seminar will be on November 6, 2014. Email stacy.blomeke@cchmc.org to sign up and be added to our email list announcing all seminars.

Seminars supply 2 Continuing Education Credits.

Next Topic

Professional Seminar SeriesThe Best Financial Planning Vehicle – the CRT
Presented by Emanuel "Emil" J. Kallina, II, J.D., LL.M.

Charitable remainder trusts were a hot topic, and frequently used during the 1990s. However, with advent of 15% federal capital gains rates in 2001, and downturn in the market, the CRT wasn't worth the time and effort to create, and added complexity to donors' lives. Now the times have changed, and the CRT is back in vogue!

 

Previous Topics Include:

Beyond Gifts of Cash: Charitable Planning with Illiquid Assets
Building Flexibility into the Estate Plan
Creative Planning: Gifts of Illiquid Assets
Overview of Charitable Planning Ideas and Estate Planning Update 2011
Legislative Update: What’s New and What Might be Right Around the Corner
Business Succession Planning: Designing, Implementing and Maintaining a Business Succession Plan

Please contact Stacy C. Blomeke at 513-636-1192 or stacy.blomeke@cchmc.org with questions.