N E W L AW Y E R T R A I N I N G NON-PROFIT ORG. Columbus, Ohio Permit No. 603 U.S. POSTAGE PAID Attention New Attorneys! The Supreme Court of Ohio mandates that all new attorneys must complete 12 hours of New Lawyer Training (NLT) by the Drafting Wills and Trusts end of their first biennial reporting. The requirement includes three hours of mandatory instruction that includes one hour of professionalism, one hour of law prac- tice management and one hour of client funds management. Nine hours of designated new lawyer training instruction in one N E W L AW Y E R T R A I N I N G A P P R O V E D or more substantive areas of law is also required. NLT Pass—All Your Credits, One Low Price The OSBA NLT Pass allows new lawyers to earn all of their cred- Columbus, OH 43216-6562 its for one low price. The NLT pass is available to OSBA mem- Return Service Requested bers only for just $195. The pass is limited to three OSBA NLT accredited courses and cannot be used for regular CLE programs. If you are a nonmember who would like to take advantage of the P.O. Box 16562 NLT Pass, call the OSBA Member Service Center at (800) 232-7124 or (614) 487-8585. Membership is free for attorneys in their first year of practice. LIVE SIMULCAST Free NLT Passes COMPLETE YOUR N LT T O D AY ! If you are unemployed or the firm/organization for which you work does not pay for NLT courses or if you work for a legal aid DATE AND LOCATIONS: Drafting Wills and Trusts society, then you qualify for a scholarship that provides you a February 19, 2010 free NLT Pass that can be used toward any OSBA CLE course (Live and via Webcast) Akron approved for NLT credit. There is no reason you should have Cleveland February 19, 2010 any out of pocket charges to get your NLT hours! Columbus (Live and via Webcast) Dayton Perrysburg Columbus Cleveland Fairfield Wooster Fairfield Dayton NLT Pass Cancellation policy Akron Perrysburg Non-attendance without prior cancellation will result in forfei- Wooster ture of one program on the pass. Those not attending will receive the course materials in full consideration of tuition paid. If a can- HOURS cellation is received by 5 p.m. the business day prior to the pro- 5.0 New Lawyer Training hours, including 1.0 ethics gram, the NLT pass will not be affected. Drafting Wills and Trusts Registration 10-034 Program Description Schedule (cont.) Ohio attorney number: You will return to the office knowing: 11:15 Alternative and Supplementary Will Provisions Admission date: • Specific techniques to assure that you can now properly prepare • Common disaster • No contest provisions each of the most important kinds of will and trust documents • Disinheritance • Guardians Name: • Each of the critical steps in the drafting process • Pour over to revocable or • Powers of appointment living trust • Legal life estates Firm: • Contingency clauses • Trusts Schedule James S. Aussem; Cavitch Familo & Durkin; Cleveland Address: 8:00 Registration 8:30 Designing the Will 12:15 Lunch (on your own) City, state, zip: • Role of the attorney • Payment of debts, 1:15 Ethical Issues in Estate Planning • Interviewing the client expenses and taxes Jay E. Michael; OSBA Board Certified in Estate Planning, Phone: Fax: • Conflicts of interest • Tangible personal Trust and Probate Law; Attorney at Law; Columbus • Client competency property and residences E-mail: • Organization of file • Nomination of and 2:15 Break I New address • Fees powers of fiduciaries 2:30 Designing the Trust Tuition and locations • Opening paragraphs • Establishment of trust • Selecting the trust form Please select: I Akron I Cleveland I Columbus Robert V. Morris; Morris Starkey & Waid LLC; Dublin • Disability of grantor • Acceptance of trust I Dayton I Fairfield I Perrysburg I Wooster 10:00 Break • Additions • Spray, discretionary or • Revocation and amendment sprinkle provisions Please check one: I $100 Member I $100 Nonmember 10:15 Miscellaneous Issues • Powers of trustee • Spendthrift provisions • Health care power of • Living wills • Resignation of trustee Form of payment (NLT registrants only) attorney • Disposal of body parts David E. Kauffman; OSBA Board Certified in Estate NLT: I Use my NLT Pass I Purchase NLT Pass for $195 • General durable POA • Retirement accounts Planning, Trust and Probate Law; Frost Brown Todd, LLC; (Members only) Columbus I Apply for NLT Pass scholarship Ralph E. Lehman; Logee Hostetler Stutzman & Lehman; (Complete scholarship application below. Do not submit payment if applying) Wooster 4:00 Seminar Concludes I qualify for a pass scholarship because (check box): I I am not employed I I work for a legal aid society I My employer does not reimburse NLT tuition Date and locations To register I Enclosed is a check for $ February 19, 2010 Mail: OSBA CLE, P.O. Box 16562, Columbus, OH 43216-6562 I Mastercard I Visa I American Express Akron.............................John S. Knight Center, 77 E. Mill St. Phone: (800) 232-7124 or (614) 487-8585 (credit card only) Account number: Cleveland .......................Forum Conference Center, One Cleveland Center, E. 9th St. and St. Clair Fax: (614) 487-8808 (credit card only) Expiration date: Columbus ......................Ohio State Bar Association, 1700 Lake Online: www.ohiobar.org (credit card only) Signature: Shore Drive Door: Call in advance to confirm date, time, Dayton ...........................Sinclair Center, 444 W. Third St. location and space availability. DVD/Book order I am unable to attend: Fairfield..........................Receptions Conference Center North, I DVD: Please reserve a copy of Vol. 10-034 DVD and course book. Enclosed is a 5975 Boymel Drive payment of $100 (includes 6.75 percent sales tax and $5 shipping). (No NLT credits) Perrysburg ......................Hilton Garden Inn, 6165 Levis Commons If you have a disability and need special accommodations, please advise the I Book only: Please reserve a copy of Vol. 10-034 (book). Enclosed is a payment of Blvd. OSBA not less than seven days prior to the meeting. $50 (includes 6.75 percent sales tax and $5 shipping). Wooster............................OSU-OARDC Shisler Center, 1680 Cancellation policy: Cancellations received by 5 p.m. the business day prior to the program will be refunded less a $25 office fee. Those not attending will receive the Madison Ave. course materials in full consideration of tuition paid.