The Columbus Bar Association’s 15th Annual Probate Law Institute (PLI) is scheduled for Friday, May 1, 2009. The Planning Board has finalized the agenda and this year’s event promises to be one of the best ever. Richard T. Taps is a certified elder law attorney by the National Elder Law Foundation, an author and a well known Medicaid expert. Mr. Taps topic is "Medicaid Update for Nursing Home and PASSPORT Eligibility." His presentation will cover court decisions, administrative appeal decisions, and state hearing decisions for the period of March 1, 2008 to March 1, 2009. I will be posting more details, including the Course Agenda, in the very near future.
In a recent Wall Street Journal investment article, the reporter covered the use of a charitable lead trust (CLT) and the benefit of doing so in a depressed economy. [We covered this topic in a blog post last year]. Coincidentally, the Wall Street Journal article provided an example of the use of such a trust right here in good old Columbus, Ohio. The charitable portion of the trust is handled through a donor-advised fund with The Columbus Foundation.
What does this have to do with the Probate Law Institute? Everything. Brad Britton, Director of Planned Giving with The Columbus Foundation is presenting a section on The Current Benefits of Planning with Charitable Lead Trusts. I will be posting more details, including the Course Agenda, in the very near future.
The Columbus Bar Association’s 15thAnnual Probate Law Institute (PLI) is scheduled for Friday, May 1, 2009. What does the PLI have to offer? How about two probate judges, the Ohio Attorney General and several knowledgeable estate planning and probate experts. Our newly elected Franklin County Probate Judge Eric Brown will kickoff the Institute and Lucas County Probate Judge Jack Puffenberger will present the statutory and case law update. Ohio Attorney General Richard Cordray is the keynote speaker. If you are a probate practitioner, this is an Institute that you do not want to miss.
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