4/27/10 ASHLAND, Ohio --The Partnership for Philanthropic Planning North Central Ohio Council (formerly the North Central Ohio Planned Giving Council) will host a session for legal, financial and estate planning professionals and charitable organizations on May 25. The seminar, to be held from 12:30 to 5 p.m. in the Ridenour Executive Education Center in Ashland University's Dauch College of Business and Economics, is the first event in the Council's 2010 Continuing Education Seminar Series.
The seminar speaker will be Johni Hays, who has been engaged in the practice of law with an emphasis in charitable and estate planning since 1993. She will present "Gift Planning with Commercial Annuities and Tax Heavy Gifts Plus Taking Your Ethics Temperature." The fee for those wishing four hours continuing education credit is $75, while the non-credit audit fee is $50. Those planning to attend are asked to register by calling (419) 289-5072.
Topics to be discussed as part of this seminar include Commercial Annuities including Deferred Annuities, Immediate Annuities, Nonqualified Annuities and Qualified Annuities; Charitable Gift Planning Strategies with Tax Heavy Gifts including IRAs and Qualified Plans and Savings Bonds; and Ethical Issues in Gift Planning, including NCPG Model Standards and Donor Bill of Rights.
Hays maintains that ethical decisions are extremely important and that great care must be taken to ensure that integrity of both the planning techniques and planner are preserved. Woven into all of her presentations are very cutting-edge strategies for handling complex situations and tax challenges, but it all has to do with handling them in the correct manner.
One of her greatest strengths, besides her creative approaches to handling "tax heavy assets," is her sensitivity to knowing the needs and desires of the client before the planning begins. She also has become well known in her area of expertise on how to best handle annuities of all shapes and descriptions. Her audiences walk away from her presentations not only with valuable information but inspiration and the knowledge of how to better serve their clients.
Hays frequently lectures to groups on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning and IRAs, as well as income, estate and gift taxation. She previously served as the executive director of the Greater Des Moines Community Foundation Planned Giving Institute. In addition, she practiced estate planning with Myers Krause and Stevens, Chartered law firm in Naples Fla., where she specialized in estate planning. She also worked with the insurance industry helping agents with estate and charitable plans for their clients.
She graduated cum laude with a Juris Doctor degree from Drake University in Des Moines, Iowa, in 1993. She also holds a bachelor of science degree in business administration from Drake University and graduated magna cum laude in 1988.
The Partnership for Philanthropic Planning, North Central Ohio Council is a regionally-based partnership led by Ashland University and Samaritan Hospital and supported by the Ashland, Richland and Wayne County Community Foundations, and more than 25 other charitable, business and professional organizations.