Join us in a joint session with the CMBA to discuss the critical importance of having a business owner’s business and estate documents work in tandem. Panel consists of tax, estate & corporate attorneys. 1 hr. of CLE available.
- Stories of uncoordinated documents
- Technical aspects
- Planning Best Practices
Meet the Presenters:
Learn from a panel of industry experts including, Ronald Wayne, Buckingham, Doolittle & Burroughs, Scott Norcross, Kohrman, Jackson & Krantz, and Gary Zwick, Walter / Haverfield moderated by EPI Northeast Ohio chapter President, Eric Schwarz, BNY Mellon.
Not able to attend this meeting? The EPI Northeast Ohio chapter offers members the opportunity to watch meetings through a live broadcast. Tune in during the meeting to stay up to date on the latest chapter content. Meeting ID: 664-282-906
Watch Live Broadcast
Thank you to our Sponsor!
This meeting is sponsored by the EPI Northeast Ohio chapter and Cleveland Metropolitan Bar Association.
This meeting will be held at the Cleveland Metropolitan Bar Association.
Address: 1375 East 9th Street #2, Cleveland, OH 44114