Confronting Divorce in a Client's Estate Plan
Date: Thursday, February 10, 2022
Time: 12:00pm - 1:00pm
Location: Taft Center - Taft Room, 2nd Floor
Speaker: Alethea Teh Busken, Esq., Robert Carroll, CPA, CFP®, CDFA and Mary Ellen Malas
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Join us for a panel discussion on the ins and outs of planning for divorce prior to marriage, during the marriage and for a child’s marriage.
This seminar brings together a panel of experts from different fields – including an estate planning attorney, a divorce attorney and a CFP/CPA/CDFA - to provide their insights into best practices when assisting your clients who are facing these issues.
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Date:
Thursday, February 10, 2022
Time:
12:00 PM - Program Start
1:00 PM - Adjourn
Cost:
Members - $15.00
Non-Member - $35.00
New Professional - $15.00
BOXED LUNCHES WILL BE PROVIDED
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Location:
Taft Center
Taft Room
425 Walnut Street
2nd Floor
Cincinnati, OH 45202
Deadline to Register:
Tuesday, February 8th
Note: refunds will not be given for cancellations received after the deadline.
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2021-2022 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
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APPROVED Cont. Education Credits
CFP
CPA
KY Legal
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PENDING Cont. Education Credits
OH Insurance
OH Legal
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Alethea Teh Busken, Esq.
Trust Counsel
Johnson Trust Company
Alethea Teh Busken joined Johnson Trust Company in November 2021 as Trust Counsel. Before coming to Johnson, she was an attorney in the estate planning practice group at Kohnen & Patton, LLP in Cincinnati. Alethea earned her law degree at NKU Salmon P.
Chase College of Law, and undergraduate degrees in Spanish and Sociology from Brigham Young University. Born and raised in
Bloomington, Indiana, she considers herself a walking melting pot with Midwestern roots. Alethea is a board member of the Northern Kentucky Children’s Law Center in Covington, Kentucky, and serves on the YWCA Racial Justice Committee in Cincinnati. She lives in Madeira with her daughter, to whom she is devoted. Alethea is licensed to practice law in Ohio and Kentucky.
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Robert Carroll, CPA, CFP®, CDFA
Managing Director
Carnegie Investment Counsel
Bob Carroll is the Managing Director in the firm’s Cincinnati office. He actively listens and discovers what issues are most important to his client. Bob focuses on the unique financial planning and wealth management needs of his clients and their families. As a Certified Divorce Financial Analyst™, Bob has developed a specialty in helping clients before, during, and after divorce.
After beginning his career as a Certified Public Accountant at the Cincinnati office of Ernst & Young, he was an executive officer of Fifth Third Bank in the areas of audit, credit risk, mergers/acquisitions, and enterprise risk management. With his professional experience, Bob brings a depth of understanding to a wide range of financial topics for both individuals and businesses.
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Mary Ellen Malas
Partner
Keating Muething & Klekamp
Mary Ellen Malas focuses her practice on Domestic Relations and Family Law matters. She is keenly aware that when her clients are dealing with matters of this type, they usually are experiencing intense anxiety, stress and fear. Mary Ellen is able to work with her clients during these difficult times to develop creative solutions that meet their individual needs.
Mary Ellen is passionate in her representation of her clients. She believes that most clients are best served if they are able to resolve their conflicts outside of the courtroom, where they are able to control their own outcomes.
Mary Ellen is an original member of the Cincinnati Academy of Collaborative Professionals (“CACP”) founded in 1997. As a member of the CACP, Mary Ellen has acquired specialized training in negotiation skills and conflict resolution techniques. As a collaborative lawyer, Mary Ellen is committed to helping parties achieve an agreed resolution of their financial issues along with allocating parental rights and responsibilities, all while helping couples maintain their dignity, respect and privacy. This is especially important for parents who will have an ongoing co-parenting relationship requiring communication and cooperation while raising their children.
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