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Agenda

Atrium Medical Center Foundation 16th Annual Estate & Tax Planning Professional Seminar Friday, November 14, 2014.

7:30 am Registration  
8:30 am

Welcome

Carol J. Turner, FACHE
President & CEO Atrium Medical Center  
8:30 - 10:00 am

How the Affordable Care Act is Driving Change Across the Health Care Landscape 

William M. Freedman, JD

10:00 - 10:10 am Break and Fair
10:10 - 11:10 am

Retirement Income

Michael Oleszkowicz 

11:10 - 11:20 am Break and Fair
11:20 am - 12:20 pm

Year-end Tax Update

Candice DeClark Peace, JD, CPA

12:20 - 1:10 pm

Lunch and Health Fair

     

Track 1

Track 2

Track 3

Track 4

 1:10 - 2:10 pm

  Probate: The Good, The Bad, The Ugly
How to help your clients avoid costly mistakes

Scott K. Jones, JD & Dwight A Packard, II, JD

Medicaid Law

Ralph Conrad, JD

Attorneys only

Professionalism – A Lawyer’s Creed & Aspirational Ideals

Neil J. Weill, JD

Ohio CPAs Only

CPA Ethics

Ohio Professional Standards & Responsibilities

Jerry Esselstein,JD, MBA

Presented all afternoon for CPE

 2:10 – 2:20 pm   Break and Fair  
 2:20 – 3:20 pm

Trust and Funding Business Succession 

Jonathan Dargusch

Social Security Update

Sue Denny

Attorneys only

Ethics – A Code of Professional Responsibility

William B. Strubbe, JD

 3:20 – 3:30 pm   Break and Fair  
 3:30 – 4:30 pm

 Market Review & Outlook

Jason Jackman & Jason Farler

The Realities of Long Term Care Insurance

John Murray, CLTC

Attorneys Only

Substance Abuse: Causes, Prevention & Treatment 

Rachel Brooks, LSW
(30 min. presentation 3:30 - 4:00 pm)

 4:30 pm Closing Comments and Continuing Education Procedures.
Track I & II is open to all attendees (attorneys, accountants, financial planners and trust officers).
Track III is for attorneys only.