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News

What Clients Want: Asset Protection for Themselves and Their Heirs; Advising on Asset Protection Trusts

Tuesday September 1, 2015

Private: Michael J. Stegman

  • 1 attachment

Michael J. Stegman, a partner at Kohnen & Patton LLP, presented “What Clients Want: Asset Protection for Themselves and Their Heirs; Advising on Asset Protection Trusts” to the Notre Dame Tax and Estate Planning Institute in South Bend, Indiana, September of 2012.

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Ohio’s Revised Dynasty Trust Statute: Closing (and Springing) the Delaware Tax Trap and The Legacy Trust as a Vehicle for Advanced Estate Planning

Thursday May 1, 2014

Private: Michael J. Stegman

Presentations to the First Annual Asset Protection & Legacy Trust Institute to an audience of over 700 professionals April, 2013 by Michael J. Stegman.

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Monitoring and Avoiding Employee Theft

Tuesday October 1, 2013

Cover story for the CBA Report, October 2013 edition. Reproduced by permission of the Cincinnati Bar Association.

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The Legacy Trust as a Vehicle for Advanced Estate Planning

Monday July 1, 2013

Private: Michael J. Stegman

Probate Law Journal of Ohio, Vol. 23, No. 6, July/August 2013, co-authored with Brian C. Layman.

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Welcome to Ohio: a Premier Trust Jurisdiction

Saturday June 1, 2013

Private: Michael J. Stegman

Journal of the Society of Trust & Estate Practitioners, June 2013 by Michael J. Stegman.

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Money Laundering and the Unsuspecting Professional: Wising Up to the FATF

Friday March 1, 2013

Private: Michael J. Stegman

Presentation to the International Estate Planning Institute, New York State Bar Association and the Society of Trust and Estate Practitioners, New York, March, 2013 by Michael J. Stegman.

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Matrimonial Property Regimes in a Cross-Border Context: Who Owns What (and When)

Monday October 1, 2012

Private: Michael J. Stegman

  • 1 attachment

Presentation to the New York State Bar Association International Section Conference, Lisbon, Portugal, October 2012 by Michael J. Stegman.

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Ohio General Assembly Changes Statute of Limitations for Actions Based on Written Contracts

Saturday September 15, 2012

The Ohio General Assembly recently enacted a change to the statute of limitations applicable to actions for breach of contract.

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Community Property for Separate Property Lawyers: the Problem of the Itinerant Couple

Friday June 1, 2012

Private: Michael J. Stegman

  • 1 attachment

Presentation to the Estate Planning Conference on Wealth Transfer, Columbus, Ohio, June 2012 by Michael J. Stegman.

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Matrimonial Property Regimes and Cross-Border Recognition

Saturday October 1, 2011

Private: Michael J. Stegman

  • 1 attachment

Presentation to the International Estate Planning Committee of the American College of Trust and Estate Counsel (ACTEC), Coronado, California, October 2011 by Michael J. Stegman.

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