Cleveland-chapter

Coordination of Business and Estate Documents…Avoid Disaster

NORTHEAST OHIO CHAPTER EVENT

Coordination of Business and Estate Documents…Avoid Disaster


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.

 

Learning Objectives:

  • 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

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Northeast Ohio Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPICleveland.org

About the Presenters


Scott Norcross

Scott Norcross

Partner, Kohrman, Jackson & Krantz

VIEW BIO

Ronald Wayne

Ronald Wayne

Trusts & Estates Practice Group Leader, Buckingham, Doolittle & Burroughs

VIEW BIO

Gary Zwick

Gary Zwick

Partner, Walter / Haverfield Attorneys at Law

VIEW BIO

About the Moderator


Eric Schwarz

Eric Schwarz

CFP®, CEPA of BNY Mellon Wealth Management

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA Credit

One (1) CLE hour

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).