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Presentations

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

Tuesday September 1, 2015

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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Estate Planning in the Era of High Federal Exemptions, Probability, and No Ohio Estate Tax-2015 OSBA Convention, Sandusky, Ohio

Friday May 1, 2015

Ann M. Seller

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The European Union Succession Regulation: a U.S. Perspective

Sunday February 1, 2015

Michael J. Stegman

Presentation to the STEP Germany Conference, Stuttgart, February 2015 by Michael J. Stegman.

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The Ohio Legacy Trust Act

Thursday October 30, 2014

Michael J. Stegman

ARA Section of Real Property, Trust & Estate Law, Domestic Asset Protection Trust Planning : Jurisdiction Selection Series, October 2014

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Domestic Asset Protection Trusts: Who’s on First? And How You Know When You’re Even in the Ball Park

Friday July 25, 2014

Michael J. Stegman

Presentation to the University of Kentucky College of Law 41st Annual Midwest/Midsouth Estate Planning Institute, Lexington, Kentucky - July 2014 by Michael J. Stegman

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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

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

Friday March 1, 2013

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

Michael J. Stegman

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

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

Friday June 1, 2012

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

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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