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Recent News Items

Newsletter: April-June 2013

May 23, 2013

Fiscal Year 2014 Revenue Proposals

Read more: Newsletter: April-June 2013

   

2013 Seminar

Smith and Condeni's Twentieth Annual Select Strategies pocket option demo for Insurance and Estate Planning Seminar

Read more: 2013 Seminar

   

Newsletter: January-March 2013

March 13, 2013

Survey of Estate Planning Issues For 2013, Finally… Creditor Protection in Ohio With Domestic Asset Protection Trust

Read more: Newsletter: January-March 2013

   

The TOLI Vault

January 28, 2013

Introducing The TOLI Vault, our New Trustee Administration Services.

Read more: The TOLI Vault

   

Newsletter: November/December 2012

December 10, 2012

Business Succession Planning, https://pocketoption.com.ph/download Estate and Trust Planning

Read more: Newsletter: November/December 2012

   

Newsletter: September/October 2012

October 10, 2012

Panning For Non-Traditional Couples; Medicare Open Enrollment Deadlines; Planning With Limited Liability Companies

Read more: Newsletter: September/October 2012

   

Newsletter: July/August 2012

August 10, 2012

Oil & Gas Leases In Ohio; Veterans Pension Programs; Current Topics & Recent Developments

Read more: Newsletter: July/August 2012

   

Newsletter: May/June 2012

June 14, 2012

Large Gift Planning With Increased Tax Exemption; Asset pocket option reviews Protection Opportunities Under Ohio's New LLC Laws; Estate & Tax Planning For Same Sex Couples

Read more: Newsletter: May/June 2012

   

Newsletter: March/April 2012

March 27, 2012

Wealth Management Through Estate Planning; Tax Law Changes & Retirement Planning; Estate & Trust Administration

Read more: Newsletter: March/April 2012

   

Newsletter: January/February 2012

February 14, 2012

Get Personal: Making Every Conversation Matter; Ohio Uniform Power of Attorney Act; Succession Planning for Business Owners

Read more: Newsletter: January/February 2012

   

Newsletter: November/December 2011

November 21, 2011

Inflation Adjustments for 2012; Non-tax Reasons for Trust Planning; The Importance of Lifetime Trust Funding

Read more: Newsletter: November/December 2011

   

Newsletter: September/October 2011

October 20, 2011

Case Study on Complementary Use of Life Insurance and IRAs; Eyes Wide Shut - Vigilance in the Recognition of Client Exploitation; Don't Be Late to the Party - Medicare Enrollment Deadline

Read more: Newsletter: September/October 2011

   

Newsletter: July/August 2011

August 16, 2011

Governor Kasich Repeals the Ohio Estate Tax; The Future Of Medicaid and Medicare; Important Business Documents

Read more: Newsletter: July/August 2011

   

Newsletter May/June 2011

June 13, 2011

In this issue: Planning for Lifetime Transfers in 2011 And 2012; Protection of Real Estate in a Decedent's Estate; Estate Tax Planning with Qualified Personal Residence Trusts

Read more: Newsletter May/June 2011

   

Newsletter: March/April 2011

March 18, 2011

In this issue: Federal Estate & Gift Tax Reforms Possible; Ohio Domestic Asset Protection Trust Planning; Creditor Protection Planning With Inherited IRAs

Read more: Newsletter: March/April 2011

   

Newsletter: February 2011

February 21, 2011

In this issue: Death For The Ohio Estate Tax?; The Married Couple’s Guide To The New Federal Estate Tax Law; Trends And Tips In Long-term Care Planning

Read more: Newsletter: February 2011

   

Newsletter: January 2011

January 18, 2011

In this issue: Estate Tax Planning Strategies For Married Couples; Year End Tax Planning; 17th Annual Select Strategies For Insurance And Estate Planning Seminar

Read more: Newsletter: January 2011

   

Newsletter: November 2010

November 16, 2010

In this issue: Estate Tax Planning Strategies For Married Couples; Year End Tax Planning; 17th Annual Select Strategies For Insurance And Estate Planning Seminar

Read more: Newsletter: November 2010

   

Newsletter: October 2010

October 22, 2010

In this issue: Beneficiary Conversion Strategies for Roth Ira's; Best Practices for Retention Of Business Records; Life Care Planning for Seniors

Read more: Newsletter: October 2010

   

Newsletter: September 2010

September 28, 2010

In this issue: The Role Of Gender In Estate Planning; Long-term Care Planning Techniques; Federal Estate Tax Planning In 2010

Read more: Newsletter: September 2010

   

Newsletter: August 2010

August 19, 2010

In this issue: Estate Tax Update; Veterans' Benefits for LTC; A Case Study

Read more: Newsletter: August 2010

   

Newsletter: July 2010

July 26, 2010

In this issue: Annuities and Estate Planning; Retaining Key Employees; Dealing with Current Estate Tax Law

Read more: Newsletter: July 2010

   

Newsletter: June 2010

June 24, 2010

In this issue: Non-domestic Estate Planning; The Importance Of Estate Planning: A Case Study; Business Planning In Difficult Financial Times

Read more: Newsletter: June 2010

   

Newsletter: May 2010

May 20, 2010

In this issue: Federal Estate Tax Planning In 2010; Planning With Family Limited Partnerships; Early Withdrawals From Retirement Accounts

Read more: Newsletter: May 2010

   

Newsletter: April 2010

April 15, 2010

In this issue: Asset Protection for Retirement Benefits; Federal Estate Tax Planning in 2010; Why Hire and Elder Law Attorney to Assist with the Medicaid Application Process?

Read more: Newsletter: April 2010

   

Newsletter: March 2010

March 16, 2010

In this issue: Roth IRA Conversion and Federal Estate Tax Planning in 2010

Read more: Newsletter: March 2010

   

Newsletter: February 2010

February 26, 2010

In this issue: The Importance of a Well-Designed Estate and Wealth Management Plan

Read more: Newsletter: February 2010

   

Newsletter: January 2010

January 19, 2010

In this issue: Estate Tax Planning for 2010 and Beyond

Read more: Newsletter: January 2010

   

Planning with Life Insurance Limited Liability Companies

November 10, 2009

Smith and Condeni LLP releases new article on planning with Life Insurance Limited Liability Companies.

Read more: Planning with Life Insurance Limited Liability Companies

   

Newsletter: October 2010

October 19, 2009

In this issue: Social Security

Read more: Newsletter: October 2010

   

Smith and Condeni Launches New Website

October 15, 2009

Our new website features a completely new user interface and easy-to-use menus and navigation.

Read more: Smith and Condeni Launches New Website

   

Newsletter: September 2009

September 10, 2009

In this issue: Business Succession Planning, Estate Taxes and Long-term Care Coverage

Read more: Newsletter: September 2009

   

Newsletter: August 2009

August 15, 2009

In this issue: Long Term Care and Medicaid Planning, Claiming Dependents for Income Tax Purposes.

Read more: Newsletter: August 2009

   

Newsletter: June 2009

June 11, 2009

In this issue: Estate Tax Reform, Post Mortem Planning

Read more: Newsletter: June 2009

   

Newsletter: April 2009

April 07, 2009

In this issue: IRAs and RMDs, Charitable Lead Trusts

Read more: Newsletter: April 2009