Event Details

Conversation & Coffee

September 20, 2017 at 7:30 AM
Playhouse in the Park

Topic:  Behind Closed Doors: Estate Planners Talk with Their Clients About Charitable Giving

Christine A. Buttress and Mark A. Noel will take the audience “behind the curtain” by sharing their observations derived from years of confidential conversations with high net worth and charitably inclined clients.  Chris and Mark will focus on the factors that motivate clients to engage in planned giving.  Perhaps more importantly, Chris and Mark will share factors and circumstances that can lead to client fear, apathy, distaste, and procrastination towards charitable giving, as well as how those factors can be mitigated by both estate planners and the charitable community.  This presentation will be an interactive and conversational way for persons in donor relations and other interested parties to receive glimpse inside the estate planning attorney’s conference room.

Speakers:

Christine A. Buttress has practiced law in the personal planning area in Greater Cincinnati for over 30 years. She practices in the areas of estate planning, estate and trust administration, prenuptial agreements and strategic philanthropy. She facilitates her clients’ generosity by counseling them in the management and disposition of property during lifetime, at death and after death, as well as in the related tax and personal considerations. Chris describes her approach to estate planning as holistic. It is not just about things and numbers; it is about the people and their relationships with one another.  Chris is a frequent lecturer and has published a variety of articles on a wide range of subjects in the area of estate planning.  She has been selected by her peers for inclusion in The Best Lawyers in America for her work in Trusts and Estates law from 2003-2017. Based on the grading and comments of her peers, Chris is recognized with an AV Rating, the highest rating given to lawyers by Martindale-Hubbell. From 2004-2017, she has been chosen by her peers as an Ohio Super Lawyer. Chris is also a fellow of the American College of Trust and Estate Counsel. Beginning in 2003, the Ohio State Bar Association certified Chris as a specialist in Estate Planning, Trust and Probate Law.

Mark A. Noel received his law degree from the University of Kentucky and his LL.M. in Estate Planning from the University of Miami School of Law.  Mark focuses his practice on designing and implementing estate plans to fulfill clients’ wishes, preserve and protect their assets, and minimize or eliminate the impact of tax laws on the transfer of wealth.  Mark’s practice also includes helping clients execute various strategies to accomplish their charitable goals in a tax efficient manner. He has extensive experience in advising trustees and executors regarding their legal obligations and best practices with respect to trust and estate administration.  Mark has spoken at multiple professional seminars in Ohio and Kentucky regarding various trust and estate law topics, including estate planning techniques for charitably inclined clients. His prior speaking engagements include Ohio State Bar Association seminars and the Cincinnati Bar Association’s Advanced Estate Planning Institute. Mark is a contributing author of Kentucky Estate Administration, 5th ed. (UK/CLE) (2014).  He has been recognized by his peers in the legal community as a Super Lawyer “Rising Star” in 2009, 2013 – 2015, and 2017.

WHAT: Conversation & Coffee

WHEN: Wednesday, September 20, 2017

TIME: 7:30-9:00 a.m. 

WHERE: The Playhouse in the Park, Eden Park, Cincinnati, Ohio 

WHO: GCPGC members and guests

Cost:  Free for all attendees, thanks to our sponsor, The Fifth Third Foundation. 

Bring a colleague or board member to learn what the GCPGC is about...

If you do not receive an email confirmation of RSVP, please call 513-554-3071 to confirm your RSVP and report that the automatic response mechanism did not work for your e-mail.

Members of the 2017 Conversation and Coffee Committee are Heather Dare of PNC Bank, Mindy Hammer of the Free Store/Food Bank, Jeff Lydenberg of PG Calc, Conrad Theide of Cincinnati Public Radio and Jonathan Perlman of the Cincinnati Museum Center. For more information on upcoming Conversations and Coffee programs, please visit the Greater Cincinnati Planned Giving Council website at http://www.gcpgc.org.

MARK YOUR CALENDAR: Conversation and Coffee is hosted at the Playhouse in the Park and is always the 3rd Wednesday morning of each month.

Please register at the door, online registration is now closed. If you have any questions, please contact us admin@gcpgc.org.
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