Agenda

Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before the start time.

Thursday, October 31, 2024
8:30 am – 3:30 pm EDT

 

Understanding the Grantor’s Goals and Potential Risks
Presented by: Matthew D. Deliberato

  • Long-term and short-term financial goals
  • Identifying beneficiaries
  • Identifying assets and potential risks
  • Objectives for asset management and control
  • Creation, duration, and termination of trust

Creating Revocable “Living” Trusts
Presented by: Matthew D. Deliberato

  • Purposes of the revocable trust
  • Benefits and drawbacks
  • Funding the trust
  • Administrative issues

Creating Irrevocable “Living” Trusts
Presented by: Mike Menninger

  • Purposes of the irrevocable trust
  • Benefits and drawbacks
  • Funding the trust
  • Administrative issues

Creating Testamentary Trusts
Presented by: Mike Menninger

  • Purposes of the testamentary trust
  • Benefits and drawbacks
  • Funding the trust
  • Administrative issues

Asset Protection Planning for Seniors and the Disabled
Presented by: Rachael A. Houck

  • Overview of government benefit programs
  • Trust options
  • Planning for spouses, supplemental needs trusts

 

Webinar Instructions

All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled.

Internet connection: Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at www.gotowebinar.com

Credits

Accountants
7.2 CPE Credits

Attorneys
6.0 CLE Hours

 

Continuing Education Credit Information

This webinar is open to the public and is designed to qualify for 6.0 CLE hours for Ohio attorneys and 7.2 CPE credits for Ohio accountants.

This webinar has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 general CLE hours. 

This webinar is open to the public and offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of Taxes. Knowledge of trusts and taxes is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Continuing education providers that are approved by the National Association of State Boards of Accountancy are deemed acceptable sources of continuing education by the Accountancy Board of Ohio.

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

On-Demand Credits

The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits.

Speakers

Matthew D. Deliberato

Principal and Founder of The Deliberato Law Center, LLC in Independence, OH

Mr. Deliberato’s practice is focused on estate planning that incorporates wills, trusts, powers of attorney for administration and healthcare to protect the assets of an individual that have been earned over a lifetime. His elder law practice counsels clients on how to plan for nursing home care and how to establish successful Medicaid planning strategies. Mr. Deliberato was born and raised in Garfield Heights, OH. He attended St. Ignatius High School in Cleveland and graduated from the Loyola University, Chicago. Mr. Deliberato began his professional career as a fourth generation Funeral Director. After one short year, he returned to school at the Cleveland Marshall College of Law. He started the firm in 1999. Mr. Deliberato is an active community member, having served on several boards, including the Garfield Heights Financial Oversight Committee, the Northeast Ohio Planned Giving Commission, and the Knights of Columbus.

Rachael A. Houck, Esq., CELA

Owner and Attorney of Houck Menninger Law, LLC.

Ms. Houck believes strongly in the ability for seniors to have self-determination in the decision-making process regarding their care. She also believes in compassion, empathy, and listening. Her job is to hear her clients concerns, help them discover unknown or unanticipated issues, and work through them to provide options we implement together. Ms. Houck is honored everyday to be able to build relationships with clients and their families, educating and counseling them through what is one of the most difficult times in their lives. She has earned the title and distinction of being certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. This certification is the highest level of specialty for Elder Law attorneys, and it pushes her to remain at the front edge of Elder Law planning. It allows her to provide the counsel and service my clients and their families need and deserve. Ms. Houck is also certified with the Veteran’s Administration to assist in helping war time veterans and their surviving spouses obtain special benefits to help with long-term care. She earned her J.D. degree from Ohio State Moritz College of Law.

Michael J. Menninger, OSBA Certified Specialist

Owner/Attorney at Houck Menninger Law, LLC

Mr. Menninger has been a full-time estate planner since 2014. He is one of only approximately 155 attorneys in Ohio that is certified as a specialist in Estate Planning, Trust & Probate Law by the Ohio State Bar Association. Mr. Menninger helps families implement simple and complex estate planning strategies, advising on tax and asset protection considerations, and educating and counseling clients along the way. He has served as faculty for the OSBA, Wealth Counsel State Forums, the National Business Institute, and Strafford Publications, among other organizations. Mr. Menninger has taught attorneys and CPAs on a variety of subjects, including basic estate planning, trust taxation, IRA planning, and irrevocable trust modification. Recently, he was recognized by Ohio Lawyer Magazine as a Rising Star in Estate Planning. He received his J.D. degree from Northern Kentucky University.