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The 52nd Annual Estate Planning Institute

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Date Published

October 30, 2025

Publisher

Cleveland Metropolitan Bar Association

Subjects

Estate Planning, Estates and Trusts

Questions

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Summary

Thank you to our Institute Executive Council:
Immediate Past Chair: Tom Stuckart, Senior Trust Advisor, Vice President Fifth Third Private Bank
2025 Chair: Paul R. Shugar, Shareholder, Reminger, 
Vice Chair: Lori Kilpeck, Shareholder, Roetzel and Andress
Curriculum and Outlines Chair: Jaclyn M.Vary, Partner, Calfee, Halter & Griswold LLP
Curriculum and Outlines Chair  John R. Harrison, Senior Fiduciary Advisor, PNC Private Bank

Program Agenda:

7:45 AM
Doors Open


8:15 – 8:30 AM
Opening Remarks

Paul R. Shugar, Shareholder, Reminger; 2025 Institute Chair

 8:30-9:15 AM
Ohio Probate Law Update

Milica Prica, Associate Attorney, Cavitch, Familo & Durkin, Co., L.P. A.

9:15-10:30 AM
Contested Guardianships and the Contesting Contesters Who Contest Them 

Timothy J. Gallagher, Shareholder, Reminger

10:30-10:45 AM
Remarks from Chris Schmitt, CEO, Cleveland Metropolitan Bar Association
Adjourn to 15-minute Break

10:45-11:45 AM
Skipping Over Generations, Not Responsibilities: Fiduciary Considerations with the Generation Skipping Transfer Tax
Meredith Walsh,
 Glenmede

11:45 AM - 1 PM
Lunchtime

1-2 PM
Signed, Sealed … Still Negotiable? Navigating Charitable Gift Agreements
Sandra Lucas, 
Senior Director of Major Gifts – Development, John Carroll University; Immediate Past Chair, Estate Planning Section, Cleveland Metropolitan Bar Association
Amanda Pinney, Executive Director, Strategic Giving, Case Western Reserve University
Amanda Steyer, Associate Chair, Gift Planning, Cleveland Clinic
Alexander C. Campbell, Counsel, BakerHostetler

2:00-3:00 PM
The 3 C’s of Probate & Estate Planning: Competence, Client, Conflicts (Professional Conduct Credit)

Gretchen Mote, Director of Loss Prevention, Ohio Bar Liability Insurance Company

3-3:15 PM
15-minute Break

3:15-4:45 PM
Federal Legislative and Case Law Update

Turney P. Berry, Partner, Wyatt, Tarrant & Combs, LLP
Sarah Baley, BakerHostetler

4:45-6 PM
Adjourn to Reception 

SWOD-26667

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Presenters

Paul Shugar

As a shareholder of Reminger’s Probate Litigation Department, Paul has statewide experience involving an array of... Read More

Milica Prica
Associate Attorney - Cavitch, Familo & Durkin, Co., L.P.A.


Timothy J. Gallagher
Shareholder - Reminger

Tim is a shareholder in Reminger's Cleveland office. He focuses his practice on probate litigation. In this capacity, he... Read More

Meredith Walsh
Glenmede


Sandra Lucas
Senior Director of Major Gifts – Development, John Carroll University; Immediate


Amanda Pinney
Executive Director - Case Western Reserve University


Amanda Steyer
Associate Chair - Gift Planning, Cleveland Clinic


Alexander C. Campbell
Schneider Smeltz Spieth Bell LLP

Alex joined the firm as a Partner in 2020. Previously, Alex was an attorney at Buckingham, Doolittle & Burroughs, LLC in... Read More

Gretchen Mote
OBLIC


Turney P. Berry
Partner - Wyatt, Tarrant & Combs, LLP


Sarah Baley
BakerHostetler


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Program Titles and Supporting Materials

This program contains the following components:

Media Files
The 52nd Annual Estate Planning Institute
Downloadable Files
Case Law Update 2025 Outline
CMBA EPI Power Point 2025 MP Case Law Update
Contested Guardianships
GST Presentation
Outline Navigating Charitable Gift Agreements CMBA
3 C S of Probate Estate Planing CMBA
TPB UPDATED Recent Developments 2025 101967272 1
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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.

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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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