This CLE will be held on September 16, 2022 and for the first time since the beginning of the COVID-19 pandemic, the annual Pliskin Institute returns to an in-person format. Space for in-person attendance is limited, so register today to join your colleagues across the state for exceptional programming. Learn more and to register!
Distinguished speaker Natalie B. Choate, Esq., headlines this year’s faculty with a two-part presentation on practical estate planning for retirement benefits after the SECURE Act and the recently proposed regulations. Other topics include coordination with the Ohio Attorney General’s Charitable Law Section, personality-driven approaches to mediation and dispute resolution, best practices in preparing gift tax returns to reduce the likelihood of an audit, legal solutions to battle elder abuse and updates to Ohio law.