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About the Teleseminar

Estate planning for professionals – physicians, lawyers, accounts and others – and executives raises challenging issues for the planner. These clients have high incomes but retirement assets  that are highly concentrated in restrictive retirement plan. They tend to have few tangible business assets – such as real estate or capital equipment or contact rights – but are often the target of many claimants – such as former clients in fiduciary litigation, tort claimants, former spouse and others.  Planning for them is a challenge of shielding tangible assets from a range of potential claimants, generating income from restricted retirement assets, and structuring income in a way to maximize growth potential and tax benefits. This program will provide you with a guide to issues and techniques when planning for professionals and executives. 

Day 1 – March 7, 2019

  • Estate planning and asset protection for professionals – physicians, lawyers, accountants, and executives
  • Key threats to wealth preservation – challenges to martial agreements, fiduciary claims, bankruptcy, and creditor claims
  • Planning challenges of highly concentrated assets in qualified plans – 401(k)s, IRAs, defined contribution plans
  • Compensation plans issues, including deferred compensation, Section 409A and non-eligible retirement assets

About the Speaker     

Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 Estate Planning & Probate Law Specialty Credit Hour

(Instruction Level: Intermediate)*Live Teleseminar programs are not live credit programs.  Supreme Court Commission on CLE rules allow SC Bar members to use Alternatively Delivered programming to obtain up to 6.0 hours of MCLE each reporting period.   For FAQ’s please click here.