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1. Key Elements of Effective Wills
2. Trusts 101
3. Who is the Fiduciary?
4. Basic Tax Planning
5. Documentation Long-Term Care, Incapacity and End-of-Life Decisions
6. Ethical Considerations

1. KEY ELEMENTS OF EFFECTIVE WILLS
   9:00 - 10:15, Laura J. Martin
1. Establishing Statutory Framework
2. Types of Wills
3. Testator's Competency – Verifying and Documenting
4. Beneficiary Designations and Distributions in Retirement Plans and Life Insurance
5. Titling Assets
6. Sample Will Provisions
7. Updating Will Documents
2. TRUSTS 101
   10:30 - 11:30, Charles S. Kamine
1. Types, Goals and Functions of Trusts
2. Major Laws Governing Trust Creation and Administration
3. Who are the Main Parties? Their Duties and Responsibilities to a Trust
4. Revocable vs. Irrevocable
5. Choosing Trust Situs
6. Trust Funding Basics
3. WHO IS THE FIDUCIARY?
   11:30 - 12:15, Charles S. Kamine
1. Personal Representatives and Trust Officers: Powers and Duties
2. Helping Clients Pick the Fiduciary(ies)
3. Your Contact with the Personal Representative
4. Trust Protectors and Advisers
5. Fiduciary Liability
4. BASIC TAX PLANNING
   1:15 - 2:15, Edwin P. Morrow III
1. The 2010 Tax Law Change
2. Impact of the New Law of Lifetime Giving
3. Impact of the New Law on Estate Planning
4. Explaining “Portability”
5. Why Trusts Still Trump Outright Bequests
6. The Optimal Basis Increase Trust
7. Disclaimer Trusts
8. New “Boilerplate” for Wills/Trusts
9. Building Tax Flexibility into Trusts
5. DOCUMENTING LONG-TERM CARE, INCAPACITY AND END-OF-LIFE DECISIONS
   2:30 - 3:30, Laura J. Martin
1. Medicaid Planning Overview
2. Long-Term Care Options and Planning in a Nutshell
3. Special Needs Trusts
4. Advance Medical Directives
5. Powers of Attorney
6. DNR Orders and Organ Donation Considerations
6. ETHICAL CONSIDERATIONS
   3:30 - 4:30, Robert G. Hyland
1. Defining who Your Client is From the Start
2. Conflicts of Interest
3. Lawyers Acting as Fiduciaries
4. Practicing Before the IRS

ROBERT G. HYLAND is an attorney with the Cincinnati law firm of Buechner Haffer Meyers & Koenig Co., LPA, where his practice areas include estate planning and administration, small business, taxation and real estate transactions, and litigation in those areas. He is a frequent lecturer on estate planning and administration topics for the bar and other community organizations. Mr. Hyland is a member of the Cincinnati Bar Association (member, Trust, Wills and Estate Planning Committee, and the Taxation sections), the American Bar Association (member, Real Property, Probate and Trust Law Section) and the Ohio State Bar Association. He earned his A.B. degree from Hamilton College and his J.D. degree from the University of Cincinnati.

CHARLES S. KAMINE is a principal in the Cincinnati law firm of Kamine & Schilling, LLC, where he practices in the areas of estate planning, probate and real estate law. Mr. Kamine has been an attorney for more than 34 years and has previously lectured on real estate, probate and legal ethics at continuing legal education seminars. He is a member of the Cincinnati Bar Association (former chair, Real Property Law and Grievance committees). Mr. Kamine earned his B.A. degree from Brandeis University and his J.D. degree from the University of Denver College of Law.

LAURA J. MARTIN is a partner in the Dayton law firm of Behnke Martin & Schulte, LLC, where she focuses her practice on estate planning, probate, and small business matters. Ms. Martin regularly speaks before lay persons, investment groups, financial advisors and other professionals on estate matters. She also has appeared as a guest lecturer at the University of Cincinnati College of Law. Ms. Martin is a member of the Ohio Association for Justice and the Ohio State, Dayton and American bar associations. She earned her B.S. degree from Iowa State University and her J.D. degree from the University of Cincinnati College of Law.

EDWIN P. MORROW III is a wealth specialist and national manager of wealth strategies communications for Key Private Bank. He works with high net worth individuals and their attorneys, accountants, and other advisors nationwide in conjunction with Key Private Bank's investment management, trust services, and wealth management teams. Mr. Morrow earned his J.D. from the Northwestern School of Law of Lewis and Clark College, his LL.M. from Capital University, and his M.B.A. degree from Xavier University. He is a certified specialist in estate planning, probate, and trust law through the Ohio State Bar Association. Mr. Morrow also is a certified financial planner (CFP®). He is a frequent speaker at continuing legal education courses and financial conferences. Recent articles include "Trusteed IRAs: An Elegant Estate Planning Option" in Trusts and Estates Magazine and "Using Separate or Standalone Trusts as Beneficiaries of Retirement Plans" in Journal of Retirement Planning.

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