* sessions providing professional conduct hours

7:45 – 8:45 am

Introduction & Administrative Details Economic, Political & Legislative Update

The political and economic landscape has changed dramatically in the last 12 months. This session will review the general economic, legal and political climate in the context of discussing implications for attorney's and their clients. The focus will be on how the current legislative, economic, and political climate is affecting attorney's clients and specific considerations when designing estate, tax and retirement plans. Attorney’s will learn how to help clients take advantage of the new provisions in 2021, while avoiding potential pitfalls.
  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio
8:45 - 9:30 pm

Building Resiliency in Yourself and Others

Resilience is the concept of coming back from a setback. Resilience has been identified as the number one characteristic of morale, health and success. One of the most important characteristics we can help develop in ourselves and others is resilience. We all know that life can be difficult and learning not just how to deal with it but how come back stronger is extremely valuable. This session will focus on learning ways to become resilient. And just like anything else, the sooner you learn this, the easier it is to become part of your thinking.
  • Dr. Kevin Elko | Performance Consultant, Speaker and Best-Selling Author View Bio
Dr. Kevin Elko
9:30 – 10:30 am

Legislative Outlook

Chris Hennessey is both a lawyer and CPA with extensive consulting experience in finance, investments, taxes, and estate planning. The White House has released details of the administration's American Families Plan, the next phase in broad spending programs following the recent American Jobs Plan, which paired infrastructure spending with corporate tax increases. In this session Chris will review changes that are scheduled to take place in 2022 and review the potential impact of proposed legislation. Pending changes will have a deep impact on both estate and tax planning. It is imperative that attorneys are aware of the potential implications, opportunities and risks so they can best serve both their clients and their own firms.
  • Chris Hennessey | Lawyer, C.P.A., Professor Emeritus of Law, Babson College, Member, Putnam Business Advisory Group View Bio
10:30 – 10:45 am

Break

10:45 – 11:30 am

Common Pleas Court Update

This session will discuss interesting cases and trends in Judge Lucci’s Court room and focus on various topics/issues relevant to practice in the General Division of the Lake County Common Pleas Court.
  • Honorable Eugene A. Lucci | Lake County Court of Common Pleas View Bio
Judge Eugene Lucci
11:30 – 12:15 pm

A View from the Federal Bench*

This session will discuss trends, practice guidelines, and interesting cases in Judge Calabrese’s Court room that attorneys can learn from. Understanding and knowing the 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.
  • Honorable J. Philip Calabrese | U.S. District Court, Northern District of OH View Bio
12:15 - 1:00 pm

Lunch

1:00 – 2:00 pm

Rollovers and Retirement Plans

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019. This was the first major piece of legislation affecting retirement plans since the Pension Protection Act of 2006. The new law makes significant changes in a number of retirement and tax planning areas. There are 29 provisions in the act. This segment will review what has changed and how to take advantage of the new rules. We will also discuss planning opportunities with regard to rollovers, ROTHs and Tax Credits.
  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio
  • Dan McGinnis, CFP® | RJFS Financial Advisor, Carver Financial View Bio
2:00 – 3:00 pm

PANEL DISCUSSION: New Trends in Civil Litigation*

The business and legal community is beginning to look forward to the resumption of the so-called ‘new normal’ post-Covid. However, the aftershocks of the pandemic will be felt throughout 2021 and beyond. Law firms will need to adapt to accommodate the lasting impacts of the virus on the legal industry. Civil litigators will need to be especially prepared to handle several trends that may influence the conduct of litigation and dispute resolution, such as an uptick in volume, growth for tech-savvy firms, the use of technology in the courtroom, and a determination to resolve disputes timely. The discussion will also cover the role of the attorney in promoting ethics and “A Lawyer’s Creed” philosophy in the post-Covid world.
  • Mark M. Abramowitz | Associate, DiCello Levitt Gutzler View Bio
  • Justin J. Hawal | Associate, DiCello Levitt Gutzler View Bio
  • Peter Soldato | Attorney, DiCello Levitt Gutzler View Bio
3:00 – 3:20 pm

Break

3:20 – 4:20 pm

Are Mediations the Most Effective Tool in Your Litigation Strategy*

During this session, Judge McMonagle will outline the strategy and psychology of effectively using mediation from both the litigator and mediator perspective. There will be discussion on understanding who is the real client and how to ensure fairness in matters of race, ethnicity, foreign origin, religion, gender, sexual orientation, disability, socioeconomic status, as it relates to the parties involved.
  • Honorable James McMonagle | Vorys Sater Seymour and Pease LLP View Bio
4:20 - 5:20 pm

Divorce Considerations

Roughly 50% of all marriages in the United States end in divorce. As a result of the Covid-19 pandemic and varying states of lockdowns, we have seen a dramatic increase in the number of divorces. This session will look at reaching workable settlements for both parties. We will discuss potential tax issues that are not always apparent at the time you reach an agreement. Other topics will include but are not limited to transfers of property, innocent spouse rules, tax issues on sale of residence and spousal & child support. Although this is no longer the case for all your clients, the house and the pension are often the most significant portions of the marital property. We’ll discuss some of the tax considerations that can help you structure tax-efficient settlements, plus discuss the pension area – which is constantly changing and is possibly the largest area of malpractice among lawyers.
  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio
5:20 - 5:30 pm

Wrap up, Documentation & Course Evaluation


  • Randy Carver, CRPC®, CDFA® | President & CEO, Carver Financial Services, Inc. RJFS Registered Principal View Bio