RETIRED ENGINEERS AND SCIENTISTS OF CINCINNATI
Luncheon Meeting -Tuesday, February 19, 2008 @ 11:30 AM
Evergreen Retirement Community
230 West Galbraith Road, Cincinnati, Ohio (Hartwell)
(West of Drake Hospital, past Williamsburg on the right in the Dining Room)
TAXES and TRUSTS & RELATED TOPICS
ATTORNEY MICHAEL R. MILLER, Estate Trust Fiduciary Taxation
This is a chance for RESC luncheon attendees to present some questions and concerns on taxes and trusts at this time of the year. The speaker, Attorney Michael R. (Mike) Miller is a partner with Graydon Head & Ritchey LLP, Attorney-at-Law, and is knowledgeable in the area of trusts and taxes. Some areas of expertise are banks and trusts, estate and trust administration, individual estate and trust taxes to name a few.
About the speaker: Mike’s practice is concentrated in the areas of estate planning, estate and trust administration, fiduciary taxation and business succession planning. Prior to joining the firm, he spent six years in the Trust Departments of two financial institutions working in the areas of estate and trust administration. Mike is a member of the Cincinnati Estate Planning Council, the Graydon Head & Ritchey Community Service Team, President of the Board of Trustees for ProSeniors, Inc., and is on the Board of Directors for the Chamber of Northern Cincinnati. Mike is also a Certified Financial Planner and Fellow of the Cincinnati Bar Association Academy of Leadership for Lawyers. He is one of the Planning Committee for the CBA Advanced Estate Planning Institute. Originally from Kettering, Ohio, Mike and his family are residents of Kenwood.
J.D., University of Dayton School of Law, 1983
B.S., Bowling Green State University, 1980
Bar Admission – State of Ohio
Menu: Roast Beef Hot Brown, Buttermilk Mashed Potatoes, Green Beans Amandine, Pineapple and Carrot Salad, Homemade Pie, Beverages
OHIO REGISTERED PROFESSIONAL ENGINEERS – CPD CREDIT
RESC is offering one CPD credit hour (certificate) for this month’s program, Trusts and Taxes, presented by Financial Consultant, Michael Miller. Cost of the luncheon is $12 for RESC members, their guests and non-members registering as Ohio P.E.’s and includes the CPD certificate. Non-member Ohio P.E.’s have the option to register for the CPD certificate program, (no lunch), at a cost of $5.
Note: The Ohio State Board does not pre-approve CPD program content or the presenters. Each registrant is ultimately responsible for determining acceptability of the CPD’s logged. This program should qualify under “Financial Management”. Visit www.ohiopeps.org for more information.
We need your input to help our speaker understand RESC interests on this very broad subject. Send questions with your luncheon reservation or email to firstname.lastname@example.org. Telephone questions to 859-331-2579. Subject areas: Estate Planning, Wills & Trusts, Personal Planning, Family Business, Consulting, & Taxes.
Reservations: Your check, $12 for dinner and the CPD Certificate or $5 for just the certificate (no lunch), needs to be made payable to “RESC”. Mail to:
ROBERT W. HAAS
2541 THIRS DRIVE
VILLA HILLS, KY 41017
for receipt by February 13th. If you are late making your reservation for lunch, call 859-331-2579, and they will try to fit you in. Please indicate with your reservation if you desire the CPD certificate and, if so, provide your PE Registration #.