Drafting Wills and Trusts N E by keara


									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

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)
 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)


NLT Pass Cancellation policy
  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-
  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
                                                                                     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)
                                   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.

To top