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Advanced Estate Planning Institute 2025

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Price

$240 for Member
$390 for Non-Member
$0 for All-Access Pass

360 minutes
Date Published

May 8, 2025

Publisher

Cincinnati Bar Association

Subjects

Attorney Professional Conduct, Estate Planning and Probate

Questions

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Summary

Session 1:  Valuing a Decedent’s Interest in Redemption Buy-Sell Agreements after Connelly Est. v. IRS
                   L. Paul Hood, Jr., JD, LL.M., Paul Hood Services

Session 2:  Artificial Intelligence (AI) – Ethics for Lawyers
                  D. Allan Asbury, Esq., Ohio Board of Professional Conduct

Session 3:  Case Law Update 
                   Julia E. Tarvin, Esq., Taft Stettinius & Hollister LLP

Session 4:  Probate Court Update
                  Chief Magistrate Paul Rattermann, Hamilton County Probate Court

Session 5:  Prenups, Postnups and When Divorce and Custody Issues Affect Estate Planning
                  Scott A. Hoberg, Esq., Wood + Lamping LLP

SWOD-26652

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Presenters

L. Paul Hood, Jr., J.D., LL.M.

Paul is an author, speaker and consultant on tax, estate and charitable planning. A native of Louisiana (and a double LSU... Read More

D. Allan Asbury, Esq.
Ohio Board of Professional Conduct

D. Allan Asbury joined the Ohio Board of Professional Conduct in 2014 as Senior Counsel. Before joining the Board, Allan... Read More

Julia E. Tarvin, Esq.
Taft Stettinius & Hollister LLP

Julie serves as chair of Taft’s Cincinnati Private Client practice. Drawing on more than 20 years of experience, Julie... Read More

Chief Mag. Paul D. Rattermann
Hamilton County Probate Court

Paul D. Rattermann is the Chief Magistrate of the Hamilton County Probate Court. Before joining the Court in 2003, he was in... Read More

Scott Hoberg, Esq.
Wood + Lamping LLP

Scott Hoberg practices in the Probate Litigation, Estate Planning, and Family Law practice areas.Driven by passion for... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Advanced Estate Planning Institute 2025 - Video
Downloadable Files
Advanced Estate Planning Institute 2025 - Materials
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

Click on jurisdiction for specific details:

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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