Wills, Estate Planning and Probate – 2.5 CLEWills, Estate Planning and Probate – 2.5 CLE
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| 1:30 p.m. |
Registration |
| 1:45 p.m. |
Introduction and Opening Remarks Craig R. Carlson, L’91 Member, Capital University Law School Alumni Association Board |
| 2:00 p.m. |
Exploring the Gutenberg Paradigm: The Dawn of the Electronic Will and the Future Development of the Law of Wills in the United States Joseph K. Grant, Associate Professor of Law Professor Grant will provide insight into the requirements for a valid will, the legal profession’s preference for the written will, the historical development of the law of wills and legislation, and issues and concerns about electronic wills in general. |
| 2:50 p.m. |
Break |
| 3:00 p.m. |
It’s about Client Goals, not the Economy! John D. Schuman, JD, CPA, CFP®, L’93 Mr. Schuman will provide information about setting financial goals and examining the type of planning that is necessary to achieve client goals, given new developments in estate and gift tax laws. Discussion will include will and trust strategies, post-mortem planning strategies, lifetime gifting strategies and charitable gifting strategies. |
| 3:50 p.m. |
Break |
| 4:00 p.m. |
A View from Both Sides of the Bench Lawrence A. Belskis, L’75 Former Franklin County Probate Court Judge Belskis will discuss tax, trust, estate and guardianship issues affecting your practice, as well as special statutory proceedings in the probate court. |
| 4:50 p.m. |
Closing Remarks |
For more information, contact the Office of Alumni Relations at (614) 236-6601, or via e-mail at alumni@law.capital.edu.
