September 20, 2007 
“Gift Planning and
Current Developments: A Seminar for Professional Advisors”
Sponsored by the
Foundation for Appalachian Ohio
On September 20,
2007, the Foundation for Appalachian Ohio hosted its fourth
exciting continuing education program for financial and professional advisors,
attorneys, CPAs, insurance agents and other finance services representatives.
The seminar took place at Ohio University
in Athens, Ohio,
from 10 a.m. – 3:30 p.m.
FAO's annual seminars are wonderful opportunities to network with business
colleagues and earn credit hours for continuing education.
Partnering with FAO in sponsorship of this annual event is
available. For previous descriptions of sponsorship levels and associated benefits, contact aday@ffao.org
2007 Speakers: Gordon
Litt and John Furniss, III, of Bricker & Eckler LLP, Columbus,
Ohio
Gordon Litt is a
native of New Concord, Ohio, (Guernsey
County) and current resident of
eastern Fairfield County, Ohio.
He is a partner with the Ohio law
firm of Bricker & Eckler LLP and a member of the firm’s tax, trusts and
estates practice group. Gordon works extensively with privately held
businesses, business owners, their families and other advisors in designing
comprehensive business succession plans, tax strategies and estate plans,
including various charitable giving alternatives. Gordon has significant
experience in representing landowners in connection with various tax
planning matters, including the use of conservation easements for income
and estate tax planning purposes. Among his many accomplishments, Gordon has
been elected as a Fellow of the American
College of Trust and Estate
Counsel, recognized in “Best Lawyers in America”
(tax law, trusts and estates) and honored as an Ohio Super Lawyer. Gordon
serves on the Board of Trustees for Muskingum
College and The International
Center for the Preservation of Wild Animals, Inc. (the Wilds).
John Furniss III,
a native and current resident of Lancaster, Ohio,
is a member of Bricker & Eckler LLP Tax, Trusts & Estates Department.
He practices in the areas of estate planning; estate and trust administration;
charitable giving; non-profit and tax-exempt organizations; and business
succession planning. John is involved in a number of professional
organizations, including the Ohio State Bar Foundation and the Board of
Governors for the Ohio State Bar Association Estate Planning, Trust and Probate
Law Section. John was recognized as part of Ohio Super Lawyers
Rising Stars in 2005 and 2006. John also stays active in local civic
organizations, including the Jazz Arts Group and the Fairfield Heritage
Association.
2007 Professional
Education Credits Approved for:
The Supreme Court of Ohio (4 hours)
Accountancy Board of Ohio (4.5 hours)
Institute of Certified
Bankers (CCTS, CRSP, CSOP CTFA & CISP)
Ohio Department of Insurance/Thomson
Prometric (4.5 hours)
Certified Financial Planner Board of Standards, Inc. (4.5 hours)
2007 Sponsors:
Bricker & Eckler LLP
Carpenter & Associates Financial and Advisory Services
Jack and Bonny Huffman
Jones, Cochenour & Co.
JP Morgan Chase & Co.
Kerr Distributing Co., Inc.
Knowledgeworks Foundation
Peoples Bank
