Day 1: December 8th

* sessions providing professional conduct hours.

8:00 - 8:15 AM

Introduction to Event


  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio
8:15 - 9:00 AM

A View from the Bench*

This session will discuss trends, practice guidelines, and interesting cases in Judge Bartolotta’s Court room that attorneys can learn from. Understanding and knowing the local rules, customs, practices, and law will help attorneys better advocate, advise, and care for their clients in accordance with A Lawyers Aspirational Ideals and Creed.
  • Judge Mark J. Bartolotta | Judge, Lake County Court of Common Pleas View Bio
9:00 - 10:00 AM

Trends in Civil Litigation

1. ) Mediation Presentations in a Digital World 2.) Conduct Effective Legal Research Using Digital Platforms 3.) Discover Your Opponent’s Electronically Stored Information (“ESI”)
  • Justin J. Hawal | Associate, DiCello Levitt View Bio
  • Peter Soldato | Attorney, DiCello Levitt View Bio
  • Justin S. Abbarno | Associate, Dicello Levitt View Bio
10:00 – 11:00 PM

Doing Well While Doing Good*

A discussion of philanthropic tools that can be used to protect assets, reduce tax and provide benefits both for non-profit’s and for families. Discussion will include Donor Advised Funds, Charitable Lead and Remainder Trusts, Family Foundations and direct gifting. This will be reviewed in the context of overall estate planning and how the grantor can benefit while also making a positive impact in the non-profit world.
  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio
11:00 - 12:00 PM

Antitrust & Client Communications

General antitrust background for non-antitrust practitioners, an overview of the ways in which antitrust can intersect with financial industry-related cases, and a discussion of some recent antitrust cases involving different aspects of the financial industry, from credit scores to rigging of financial benchmarks.
  • Karin Garvey | Partner, DiCello Levitt View Bio
  • Robin van der Meulen | Partner, DiCello Levitt View Bio

Day 2: December 9th

* sessions providing professional conduct hours.

8:00 - 9:00 AM

A View from the Bench*

“A view from the bench”. He will discuss trends, practice guidelines and interesting cases from his courtroom in the Geauga County Probate division. Understanding and knowing the local rules, customs practices and law will help attorneys be better advocates for their clients.
  • Judge Timothy Grendell | Judge of the Geauga County Probate/Juvenile Court View Bio
9:00 - 10:00 AM

Mid-term election results and what they could mean for retirement

Join the TIAA/Nuveen Federal Government Relations team for a panel discussion about the mid-term election results and what they could mean for retirement, tax, and financial services policy in the new Congress. A neutral, non-technical conversation regarding the implications of election from a market perspective vs a political perspective.
  • Brian Nick, CAIA | Chief Investment Strategist View Bio
10:00 - 11:00 AM

Asset Protection

This segment reviews asset protection techniques attorney’s may use with clients to minimize the impact of long-term care, potential liability, and tax on estate transfers. This will be examined both from the perspective of the attorney as a fiduciary and also with regard to individual clients. We will look at specific tools that attorneys may use in designing estate and asset protection plans for clients including but not limited to title structure, entity ownership and use of insurance. This panel will also review the Ohio Legacy Trust ACT. Ohio has joined the ranks of just a handful of other states that have enacted asset protection trust legislation. The recently enacted Ohio Asset Management Modernization Act allows for the creation of self-settled spendthrift asset protection trusts. The cornerstone of the Act is the Legacy Trust Act which, for the first time, permits the use of an Ohio domestic trust that allows creditor protection for the Trust maker, with flexibility for receiving income for the Transferor.
  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio
11:00 - 12:00 PM

Economic, Political & Legislative Update

The political and economic landscape has changed dramatically in the last 12 months. This introduction will review the general economic, legal and political climate in the context of discussing implications for attorneys and their clients. This segment will focus on how the current legislative, economic, and political climate is affecting attorneys’ clients and specific considerations when designing estate, tax, and retirement plans. Attorneys will learn how to help clients take advantage of the new provisions in 2023 while avoiding potential pitfalls.
  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio