7:45am - 8:30am

Economic & Legislative Update

Economic & Legislative Update

The economy and the legislature are constantly changing. Stay up to date on what they have been up to and how it affects you and your clients is no easy task.

8:45am - 9:15am

Panel Discussion | eFiling

Panel Discussion - Electronic Filing

More and more the important document that you need to prove your case is electronically stored. Learn the proper questions you need to ask to get access to these documents.

9:15am - 10:15am

Ethics Panel

Ethics Panel

Do not miss out on the trifecta of mandatory hours as you learn about new ways to deal with difficult situations while being ethical.

10:30am - 11:30am

Estate Planning Panel | What Should Everyone Have

Estate Planning Panel

This panel will provide a discussion of cutting edge topics including, but not limited to, digital estate planning, trusteed IRA’s and private financing of Ilit’s

11:30am - 12:15pm

Substance Abuse

Substance Abuse

Made mandatory by the Ohio Supreme Court.
The pitfalls of falling prey to a substance can destroy much more than just a career.

1:00pm - 2:00pm

Professionalism Panel | Minimizing Malpractice Exposure

Professionalism, Minimizing Malpractice Exposure

Another one of those mandatory hours however, being professional even with those who are not can make you and your clients money.

2:00pm - 3:00pm

Asset Protection | New Legacy Trust Act, Long Term Care

Asset Protection Panel

This panel will review the new Ohio Legacy Trust ACT! and also discuss other means of protecting assets including, but not limited to, Long Term Care planning.

3:15pm - 4:00pm

Structured Settlements & Annuities

Income & Investing for Fiduciary Accounts

With the significant time and effort involved in favorably settling personal injury and other cases, the importance of a properly structured settlement cannot be overstated.

4:00pm - 4:30pm

Planning for the Real Property in your Estate

Planning for the Real Property in your Estate

This segment will provide an update on current issues of importance to the general practitioner and their clients in the area of real estate with an emphasis on different ways to provide for real estate to pass at death.

Organizer - DiCello Levitt & Gutzler

DiCello Levitt & Gutzler is a different kind of law firm – one that combines excellence in class action, mass tort, catastrophic injury, civil rights, and commercial litigation. Practicing nationwide – and internationally – from offices in Chicago and Cleveland, we are an aggressive, attentive, and creative plaintiffs’ firm whose work speaks for itself – billions of dollars in recoveries in some of the highest-profile matters in U.S. history.

Revered by clients and respected by defense counsel, our team gets results.

DiCello Levitt & Gutzler

Organizer - Carver Financial Services

The advisors/professionals at Carver Financial Services Inc. approach each client with a personalized plan to meet their objectives. Our distinctive level of service is complemented by in-depth knowledge, objective advice, and the comprehensive support and resources of one of the nation’s largest independent financial services firms.

Our clients enjoy immediate and unlimited access to a team of financial professionals with over 100 years of combined experience who are thoroughly familiar with their unique circumstances and objectives – and our clients’ needs are always addressed promptly and courteously.

Securities offered through Raymond James Financial Services Inc. member FINRA/SIPC

Carver Financial Services