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JAMES S. AUSSEM, a partner with Cavitch Familo & Durkin Co., LPA, focuses his practice primarily in succession planning, business and estates and trusts. His extensive background includes helping closely-held businesses with mergers, acquisitions and dispositions, as well as complex tax issues. Mr. Aussem is a sought-after speaker, facilitator and instructor for many professional organizations on topics such as business succession, estate planning, insurance, trusts and estates. He has spoken at the Cleveland Estate Planning Institute, the AICPA Advanced Planning Institute, the Cleveland Tax Institute, the Ohio Accounting Show, the Ohio State Bar Association, the Federal Bar Association and the Northern Ohio Planned Giving Day. Active in many civic and professional organizations, Mr. Aussem is a director of the Cleveland Society of Financial Service Professionals, serving as its president for the year 2010-2011, and serves on the Planned Giving Committees of the Cleveland Museum of Art, the American Cancer Society and Baldwin-Wallace College, which in 2004 presented him with its Distinguished Alumni Award. He also is a member of the American, Ohio State, and Cleveland Metropolitan bar associations and the Estate Planning Council of Cleveland. Mr. Aussem was listed as an Ohio Super Lawyer in 2005 and 2006, and was chosen as One of America's Best Lawyers for 2010 and 2011. He earned his B.A. degree from Baldwin-Wallace College and his J.D. degree from Cleveland-Marshall College of Law, Cleveland State University. ALBERT G. HEHR III is a partner in the Independence law firm of Hehr & Myers Co., L.P.A. He is an elder law attorney and a member of the WealthCounsel and National Academy of Elder Law Attorneys. After serving as a police officer for more than 13 years, Mr. Hehr partnered in Hehr & Myers Co., L.P.A. to focus in proactive law, helping clients solve problems before they occur. In addition to providing counsel and ongoing education for Hehr & Myers clients, Mr. Hehr provides continuing education in estate and Medicaid planning for executors, trustees, those with power of attorney and other decision makers. He earned his B.A. degree from Cleveland State University and his J.D. degree from Cleveland-Marshall College of Law. JASON ICE, CFP, is Director of Financial Services at C&P Wealth Management, LLC, a financial planning and investment advisory firm offering a full array of financial services, from consulting on specific financial planning issues such as retirement planning, to total financial management services. He works with Ciuni & Panichi, Inc.'s clients to identify and prioritize their financial goals while creating an individualized wealth plan for each client. Prior to joining the firm, Mr. Ice had been with Ameriprise Financial, most recently as the field vice president and branch manager in Westlake. He earned the designation Certified Financial Planner® (CFP®) from the Certified Financial Planner Board of Standards, Inc. Mr. Ice earned his B.S. degree in finance from Penn State University. JAMES M. MACKEY is a partner with the firm of Walter & Haverfield LLP, where he is certified as a specialist in estate planning, trust and probate law by the Ohio State Bar Association. His areas of practice include estate planning, probate and corporate law, business law, including organization, planning, reorganization, successions, taxation, valuation, buying and selling businesses, closely held business law, family business law and limited liability company law. Mr. Mackey is a frequent lecturer to professional and public organizations on business and estate planning topics. He is a member of the Cleveland (Corporate Law, Estate Planning, Probate and Trust Law sections), Ohio State (Real Property, Real Estate, Probate and Trust Law sections) and the American (Real Property, Corporate Law, Probate and Trust Law sections) bar associations. Mr. Mackey earned his B.A. degree from John Carroll University and his J.D. degree from Cleveland State University.
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