7:45am - 9:00am

Introduction & Administrative Details on conference Election & Legislative Update

Introduction & Administrative Details on conference Election & Legislative Update

This introduction will review the general economic and political climate in the context of discussing implications of new legislation for attorney’s.

9:00am - 9:30am

Lake County Technology and e-Filing Update

Lake County Technology and e-Filing Update

This session will explain what the duties of a lawyer are in practicing in Lake County regarding the soon to be implemented efiling system.

9:30am - 10:15am

Property Tax Valuations

Property Tax Valuations

Currently in Ohio, practitioners, appraisers and the courts are struggling with whether leased fee sale transactions reflect the fair market value of real estate.

10:30am - 11:30am

Ohio Supreme Court Justice - Justice William O'Neill

Estate Planning Panel

This session will explain some of the initiatives of the Supreme Court to help with the image of the profession, the responsibility of a lawyer to both his client and the judiciary and persuasive techniques for arguing a case to the Supreme Court.

11:30am - 12:15pm

Fiduciary vs. Suitability

Substance Abuse

This segment will examine the difference between a fiduciary standard and suitability standard in general and will review the new Department of Labor Fiduciary Rule specifically.

1:00pm - 2:00pm

Ohio Supreme Justice - Justice Pfeifer

Ohio Supreme Justice - Justice Pfeifer

Justice Pfeifer will discuss some of the lessons he learned over his many years on the Supreme Court.

2:00pm - 2:45pm

Advanced IRA Strategies & Beneficiary Designations

Advanced IRA Strategies & Beneficiary Designations

IRA’s represent @ $7.3 trillion in assets (Investment Company Institute 2014). While accumulating assets in IRA’s is relatively simple there are complex rules regarding withdrawals and beneficiary transfers.

3:00pm - 3:45pm

Update To Federal Discovery Rules A Year In Review

Income & Investing for Fiduciary Accounts

This session will explore how the changes to the Federal Rules of Procedure have affected litigation in Federal Courts.

4:15pm - 5:00pm

Special Needs Planning

Special Needs Planning

Special needs planning is the process of providing for the personal and financial security and well-being of an individual with a disability.

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