Total Credits: 15.4 MCLE, 2.2 Ethics, 1.0 Elimination of Bias, 15.0 Kansas Credit-General, 2.0 Kansas Ethics
Join us for the 2020 Annual Estate, Trust & Elder Law Conference!
Virtual Conference | December 10-11, 2020
Learn, connect, and get inspired . . . from anywhere! The Annual Estate, Trust & Elder Law Conference is coming to YOU! Attend this year from the comfort of your office or home. Quality CLE programing delivered by our knowledgeable faculty of attorneys, judges, and industry experts.
Emily J. Kembell
Planning Co-Chair, Estate, Trust & Elder Law Committee
Kirkland Woods & Martinsen
Christine A. Alsop
Planning Co-Chair, Estate, Trust & Elder Law Committee
Elder & Disability Advocacy Firm
Garnett Matthews-Campbell
Director of Membership Services & CLE
The Missouri Bar
John Challis is a partner with Kirkland Woods & Martinsen in Clayton. He is an ACTEC fellow that specializes in fiduciary litigation. John is a frequent speaker, the Chair of the Missouri Bar Fiduciary Litigation Committee, and was named 2020 Lawyer of the Year by Best Lawyers for Fiduciary Litigation.
T. Jack Challis is Managing Director of Midwest Trust Company in St. Louis. He has practiced Trust and Estate Law for more than 45 years. Mr. Challis has served in many Bar leadership positions. He is a 30+ year Fellow of ACTEC and former Chair of OCDC, Region X.
Richard A. (“Rick”) Courtney directs the Courtney Elder Law Associates planning group of Frascogna Courtney, PLLC in the areas of elder law, public benefits law (Medicaid, Medicare, SSI), asset protection and estate planning, trusts and trust administration, retirement benefits planning, special needs planning for persons with disabilities, guardianships and conservatorships, nursing home and disability rights, and probate administration. Rick is a Certified Elder Law Attorney; a former Assistant Dean and Adjunct Professor of Law; a Fellow and member of the Council of Advanced Practitioners of the National Academy of Elder Law Attorneys; the Trust and Estate Law Sections of the American and Mississippi Bar Associations; and the Special Needs Alliance, a national organization of special needs planning attorneys. He is a Fellow in the American College of Trust and Estate Counsel and is included in Best Lawyers in America in elder law and trust and estate planning. Rick received the 2009 New York-based Theresa Award for community service and advocacy on behalf of children and adults with special needs, and in 2015 he testified before Congress in support of legislation to assist adults with disabilities establish special needs trusts.
Probate Commissioner Amy B. DeGraeve was appointed to the bench on October 29, 2021, by the judges of the 16th Circuit Court.
At the time of her appointment, Commissioner DeGraeve was an attorney with
The Counts Law Firm, LLC. In her law practice she specialized in
fiduciary litigation, trust and probate estate administration, estate planning, income tax planning, business succession planning, prenuptial and postnuptial agreements, guardianships and conservatorships.
Prior to employment at the Count Law Firm, she was an attorney with Kirkland Woods & Martinsen LLP, Lathrop & Gage LLP, and Vold & Morris.
Commissioner DeGraeve graduated from the University of Missouri-Kansas City in 2001 with a B.A. degree in Language and Literature. She earned her Juris Doctor degree from UMKC Law School in 2004, and a Master of Laws in Taxation (LL.M.) degree in 2006.
She has served on the Jackson County Probate Procedures Manual Revision
Committee. She is a member of the Kansas City Metropolitan Bar
Association Probate and Estate Planning Committee. She has also served as a member of the Children’s Mercy Hospital Donald H. Chisholm Planned Giving Council.
Commissioner DeGraeve was appointed to serve a four-year-term and was sworn in January 2022.
Roberta K. Flowers is a professor of law at Stetson University College of Law. Within the Elder Law LL.M. program, Professor Flowers teaches Ethics in an Elder Law Practice. She also teaches Evidence, Criminal Procedure, and Professional Responsibility. While at Stetson, Professor Flowers has successfully coached trial teams, arbitration teams and moot court teams to national championships. She has served as the director of the Center for Excellence in Advocacy and as the William Reece Smith Jr. Distinguished Professor in Professionalism. During her time at Stetson, Professor Flowers has received the university-level Excellence in Teaching Award, Most Inspirational Teacher Award from the Student Bar Association, and an award from the Student Bar Association for supporting student life. She also has received the university-level Homer and Dolly Hand Award for Excellence in Scholarship, the Dean's Award for Extraordinary Service, and been awarded the Distinguished Service Award four times. In 2005, the Florida Supreme Court awarded Professor Flowers the Faculty Professionalism Award.
Professor Flowers has lectured worldwide on the topic of ethics. She won a Telly Award for Excellence in Educational Films for having produced a series of educational videos on the ethical issues faced by prosecuting attorneys. Along with Professor Rebecca Morgan, she created a video series used to train and educate attorneys nationwide on the ethical dilemmas faced by elder law attorneys. The Florida Supreme Court awarded Professor Morgan and Professor Flowers the Florida Supreme Court Professionalism Award for their video productions. Additionally, with Professor Morgan, Professor Flowers designed the nation's first "elder friendly courtroom," which serves as model for courtrooms of the future.
Professor Flowers graduated magna cum laude from Baylor University in 1979 with a bachelor's degree in psychology. She received her J.D. from the University of Colorado in 1984, where she was selected to be a member of the Order of the Coif.
Professor Flowers is active in several professional associations. She has served on numerous committees of The Florida Bar, including the Professional Ethics Committee, the Evidence Committee, and the Standing Committee on Professionalism. She is currently the chair of the Professionalism Sub-Committee of the Litigation Section's Ethics and Professionalism Committee of the American Bar Association.
Jeffrey Glogower is shareholder in the Wealth Planning Department of Polsinelli PC. He is based in St. Louis and concentrates his practice in the areas of estate planning, succession planning, trust and estate administration, wealth management, and transfer taxation.
Steve is a practitioner in the areas of estate planning and the structuring of privately held businesses. Lawyers, accountants and business owners regularly look to Steve for fresh, highly knowledgeable insights into the best possible tax and estate planning approaches to their transactions.
Over the course of his 30-year career, Steve has amassed a deep knowledge of nearly every aspect of tax strategy for privately held businesses and freely shares that knowledge with others in the field. His quarterly newsletter, "Business Succession Solutions," is considered essential reading for hundreds of CPAs and attorneys, who describe it as "a fantastic contribution to the field." Steve also maintains a blog, Business Succession Solutions, intended to help business owners — and those who advise or support them — consider smart tax strategies.
Steve is a highly visible member of the ABA's Real Property, Trust & Estate Law Section and the American College of Trust & Estate Counsel, which regularly directs its members to Steve's quarterly newsletter. He has represented both groups in comments to the IRS, the U.S. Treasury, and tax lawmakers.
To obtain technical resources Steve authors and distributes at no charge, go to https://www.thompsoncoburn.com/insights/blogs/business-succession-solutions/about
Keith Grissom is an officer and co-practice group leader at Greensfelder, Hemker & Gale, P.C., counseling businesses and individuals on matters including estate planning and closely held business succession planning. His experience includes addressing income, estate, generation-skipping transfer and gift tax issues related to estate planning and trust administration.
William Gust is the Probate Commissioner for St. Louis County. Comm. Gust regularly hears a variety of contested probate matters including: adult guardianships, minor guardianships, contested matters relating to decedent estates, trust matters, and mental health civil commitment matters. He also presides over the administration of probate matters.
Prior to his time on the bench, Comm. Gust was a shareholder at an Am Law 100 law firm. While in practice he maintained both a local and national practice. He tried and litigated cases in various parts of the United States, ranging from St. Louis County Probate Court to Delaware Chancery Court. His expertise included everything from contested probate matters to complex civil matters.
Heather M. Hall is a member of Schormann Law Firm, LLC, where she focuses her practice on fiduciary litigation, probate and trust administration, and minor and adult guardianships. Heather formerly clerked for the Honorable Kathleen Forsyth in the Probate Division of the Circuit Court of Jackson County, Missouri, and has since dedicated her practice to fiduciary litigation and probate related matters. Heather is often appointed by St. Louis County as court-appointed counsel for respondents in guardianship and conservatorship proceedings. Heather received her J.D. with honors from the University of Missouri – Kansas City School of Law.
Brian C. Hewitt is the owner of the Indianapolis and Greenwood, Indiana law firm of Hewitt Law & Mediation, LLC. He concentrates his practice in estate, death tax and business planning and representation, probate, trust, guardianship, commercial and civil litigation, the representation of financial institutions and mediation.
Umo Ironbar-Brandt is the Counsel for the Department of Social Services within the Family Support Division (FSD). As the primary legal counsel for the Department’s largest Division, it is her responsibility to ensure the agency’s compliance with multiple, complex federal and state laws, as well as regulations the agency has promulgated. Her areas of law within FSD are Contract law and Administrative law. She provides legal advice and representation to FSD in the administration of Medicaid, Supplemental Nutrition Assistance Program (SNAP / Food Stamps), Temporary Assistance for Needy Families (TANF), Rehabilitation Services for the Blind (RSB), Community Services Block Grant (CSBG), Low Income Home Energy Assistance Program (LIHEAP), and other programs.
Bob Kirkland is the founding partner of Kirkland Woods & Martinsen LLP, with offices in Liberty, Missouri, Springfield, Missouri, Clayton, Missouri and Overland Park, Kansas. He works with a variety of individual clients in the areas of gifting techniques, asset protection, charitable planning and business succession planning. He also advises fiduciaries in estate and trust administration matters.
Mr. Kirkland is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), is a past Missouri State Chair of ACTEC, and a past member of the ACTEC Board of Regents and ACTEC Executive Committee. He is listed in The Best Lawyers in America.of Regents and ACTEC Executive Committee. He is listed in The Best Lawyers in America.
Howard S. Krooks, CELA, CAP is a partner of Elder Law Associates PA. He is admitted to practice law in New York and Florida. His professional practice is devoted to elder law and trusts and estates matters. He's certified as an Elder Law Attorney by the National Elder Law Foundation.
David Lillesand is founding partner of Lillesand, Wolasky & Hitchcock, P.L., with offices in the Tampa Bay area and in Miami, Florida. He has been lead counsel in over 3,500 Social Security/SSI ALJ hearings, triggering Medicare and Medicaid eligibility, and appeals before the SSA Appeals Council in Falls Church, Virginia, U.S. District Courts and the U.S. Court of Appeals for the Eleventh Circuit In Atlanta. David is a graduate of the University of Minnesota and the University of Wisconsin Law School, and studied European social welfare systems in summer, 2012, at the University of Oslo in Norway. He frequently lectures nationally for the American Bar Association, NAELA, NOSSCR, and annually for the Academy of Special Needs Planners (ASNP) in the areas of Social Security and SSI disability claims, creating SSI financial eligibility through the creation and administration of Special Needs Trusts, ABLE accounts and other spend down alternatives. He is primary author of the 100-page Special Needs Trusts chapter in the Florida Bar-Lexis/Nexus publication, Administration of Trusts in Florida (2019), and a contributing author of Structured Settlements and Periodic Payment Judgments, Law Journal Press (2018). His analysis of the impact of Obamacare on SSA disability claims and Special Needs Law was published in Forbes.com. David is trilingual, speaking English, Spanish, and POMS (the SSA Claims Staff Manual) and to his wife’s amazement, has learned how to fluently read IKEA.
Rene Morency, MBA/JD/LLM (Tax) focuses on estate planning and business. Rene is a Dennis Belcher ACTEC Young Leader of the American College of Trust & Estates Counsel; past Fellow of the ABA Real Property, Trust & Estate Law Section (RPTE); RPTE Vice-Chair of Operating Businesses; Board Member of the Estate Planning Council; Fellow of the Consortium for Graduate Study in Management; member of the ABA Taxation Section Publications Committee; and Taxation Section Chair of the Bar Association of Metropolitan St. Louis. For more, see https://www.linkedin.com/in/renemorency-jd-taxllm-financemba/
Valerie Peterson is the CEO of ElderCounsel, LLC, a national membership organization that serves elder law, veterans pension and special needs planning attorneys. Valerie is licensed to practice law in Florida and Kansas.
Jessica runs a thriving elder law and estate planning firm in rural northeast Missouri.
Jessica opened a solo small firm after law school, focusing on elder law and estate planning, with the aim of serving the needs of rural Missouri. Since opening her practice in 2012, Jessica has served as the first circuit juvenile attorney, was named an Up and Coming young attorney by Missouri Lawyers Weekly in 2018, and has held numerous community seminars and information sessions on estate and long-term care planning.
Jessica has worked extensively with local charities and has served on the board of her local chapters of the Chamber of Commerce, HUD, and YMCA.
After receiving a B.S. in political science with honors from Truman State University, she went on to to earn her Juris Doctor from the University of Missouri-Columbia School of Law, graduating in the top 15% of her class. While in law school, Jessica helped shape Missouri guardianship reform law.
Avram L. Sacks, is an attorney in private practice, concentrating on Social Security law and benefits. He is a former Assistant Regional Counsel for the Social Security Administration, past editor of the CCH Social Security Law Reporter, the author of two books on Social Security Law, and a founding member of the Special Needs Alliance advisory council. A member of the National Academy of Elder Law Attorneys and the National Organization of Social Security Claimant’s Representatives, Avram frequently lectures on Social Security matters across the country, represents claimants before the Social Security Administration and federal courts, and advises clients on how to maximize their Social Security retirement and survivor benefits through optimal claiming strategies.
Robert Selsor is committed to representing, counseling, and protecting his clients in a variety of estate and trust disputes, including trustee claims, will and trust contests, estate asset recovery, contested guardianships, and a variety of other fiduciary claims at the trial and appellate levels. Bob also regularly advises and guides trustees and beneficiaries regarding ongoing trust administration to help them to avoid liability issues before disputes have fully materialized. He is also an authority on cases involving biological heirship and legitimation as well as church–related trust cases involving departing congregations. By taking the time to understand his clients’ unique situations, Bob uses his extensive experience to craft tailored legal advice geared toward each matter and careful strategies designed to achieve his clients’ goals. His practice is divided approximately equally between plaintiff and defense cases.
Bob has proposed, written and/or co-authored legislation relating to trust and probate litigation and is widely published in the area. His publications have been cited in court decisions and by other practitioners and he is the author of a chapter on estate fiduciary claims in the Missouri Estate Administration Deskbook. The former Fulbright Scholar is also a popular lecturer among Missouri practitioners and is a Fellow of the prestigious American College of Trust and Estate Counsel, where he serves on the Fiduciary Litigation Committee.
Maintaining a diverse geographic practice in Missouri and Illinois, Bob is also often involved in matters in numerous jurisdictions throughout the nation. His practice has also included a variety of international probate and trust matters involving estates in Canada, Central America, the United Kingdom, and the South Pacific.
Bob has tried a large number of jury and bench trials including what is believed to be the largest contested conservatorship in Missouri history, as well as the largest fee award against an opposing party. In addition to numerous successful outcomes at the trial and appellate level, Bob has won millions in punitive damages as well, a rare result in this area of litigation. A number of his appellate cases, including those in the Missouri Supreme Court, have helped to explain and shape the law in Missouri in the trust and probate area. In addition, he has served as a mediator in numerous estate cases with claims aggregating over $100 million. He likewise serves as an arbitrator and has provided early neutral evaluations for litigants in both state and federal courts.
Ms. Sherby's practice involves representation of private individuals in all aspects of wealth transfer planning with a particular focus on retirement benefits. She has also represented trustees and beneficiaries regarding various fiduciary issues; advising trustees and trust protectors as to their fiduciary duties in administering trusts, modifications, reformations and terminations.
Doug Stanley is a partner at Bryan Cave Leighton Paisner LLP. Doug counsels on a wide range of advanced estate planning, tax and dispute matters.
Doug is co-leader of the firm’s Fiduciary Disputes Team, an adjunct professor in Tax at Washington University School of Law and a Fellow of ACTEC.
Shira Truitt is manager and General Partner of The Truitt Law Firm, LLC. Her practice consists of estate planning, family law, business law, and some education law.
Shira is currently a member of the Missouri Bar Association, Mound City Bar Association, the Illinois State Bar Association, the Metro East Bar Association, St. Clair County, Illinois, and Madison County, Illinois Bar Associations. A graduate of the Missouri Bar's Leadership Academy, Ms. Truitt co-chairs the Missouri Bar's Legislative Committee, represents the St. Louis Region on the Missouri Bar's Client Security Fund, and co-chaired the Technology Sub-Committee for the Missouri Supreme Court and Missouri Bar's Joint Committee on the Future of the Profession. In the Illinois State Bar Association, Ms. Truitt has served on several task forces and currently participates with the Standing Committee on Women and The Law and Judicial Evaluations Outside Cook County. Ms. Truitt served as an Assembly Member and was the 2016 Diversity Award winner.
A native of Baton Rouge, Louisiana, Shira Truitt is a proud graduate of Southern University and A & M College, having earned her Bachelor of Science in Psychology from Southern University and A & M College, one of this nation’s HBCU’S. Ms. Truitt was admitted to Psi Chi, the Honors Fraternity for Psychology. Ms. Truitt's undergraduate thesis is entitled “A Retrospective and Prospective Look at Black Male Academies: A Survey of Black Male Seniors.” Ms. Truitt earned both her Master of Social Work with a concentration in Children and Youth and a Specialization in Family Therapy from the George Warren Brown School of Social Work at Washington University and her Juris Doctoris from Washington University in St. Louis.
Misty Watson was appointed Deputy Probate Commissioner for Saint Louis County in 2019. Prior to appointment, Watson was a member of the executive committee at Danna McKitrick. She has over fifteen years experience in trusts, estates, and guardianships.
Watson received the 2019 Publico Pro Bono Award from The Missouri Bar. She was the Washington University School of Law Women's Law Caucus International Women's Day 2013 Celebration Honoree and received the John R. Essner Award for pro bono work through Legal Services of Eastern Missouri.
Watson received her LLM in Taxation and Juris Doctor from Washington University.
Daniel P. Wheeler is a shareholder with the firm of Kirkland Woods & Martinsen LLP. Mr. Wheeler focuses his practice on fiduciary litigation, probate administration, adult and minor guardianships, and mediation in cases throughout Missouri and Kansas.
Mr. Wheeler served as a Probate Commissioner for the Circuit Court of Jackson County, Missouri for more than fourteen years. As Probate Commissioner, he presided over family and fiduciary disputes in trust and probate matters, including fiduciary litigation, complex trust litigation, discovery of assets actions, surety claims and general probate administration in decedent, guardianship and conservatorship estates. He has been chosen to be the probate presenter at the annual Missouri Judicial College for the past seventeen years, and also presents annually at the conference of the Missouri Association of Probate & Associate Circuit Judges. He speaks regularly at the Missouri Bar annual meeting as well as numerous continuing legal education seminars for the Missouri Bar, the Kansas City Metropolitan Bar Association and the University of Missouri at Kansas City.
Prior to joining the bench, Mr. Wheeler was in engaged in private practice in the area of probate litigation and administration matters. He has tried thirty-two jury trials to completion, of which twenty-six were in the probate division of the circuit courts. He is licensed in the states of Missouri and Kansas, and has completed the mediation training requirements of the Missouri Supreme Court.
Mr. Wheeler received a bachelor's degree in Industrial Engineering from the University of Missouri - Columbia in 1981. While an undergraduate student, he was a captain of the University's cross-country and track teams, and he was a recipient of the Tom Bott's Award, the senior track leadership award. He received a Masters in Business Administration from the University of Missouri in 1985, where he was a member of the Beta Gamma Sigma business honor society. He received his law degree, cum laude, from the University of Missouri in 1985, and he was a member of the Missouri Law Review and the Order of the Coif honor society.
THU | DEC 10
8:30 – 9:30 AM | PLENARY SESSION | 1.2 MCLE
Legislative & Case Law Update
Speakers: Hon. Daniel P. Wheeler, Kirkland Woods & Martinsen LLP, Liberty, and Amy B. DeGraeve, The Counts Law Firm, LLC, Prairie Village, KS
9:30 – 9:45 AM | BREAK
9:45 – 10:35 AM | BREAKOUT SESSION 1
Tax Basis Planning | 1.0 MCLE
Speaker: Keith K. Grissom, Greensfelder, Hemker & Gale, PC, St. Louis
MO HealthNet Vendor Applications & Mo HealthNet Hot Topics | 1.0 MCLE
Speakers: Brian G. Quinn, Quinn Estate & Elder Law, LLC, Manchester, and Umo O. Ironbar, Special Counsel, Family Support Division, Department of Social Services, Jefferson City
10:35 – 10:50 AM | BREAK
10:50 – 11:40 AM | BREAKOUT SESSION 2
Rights of the Disinherited Spouse | 1.0 MCLE
Speakers: Robert J. Selsor and Jeffrey M. Glogower, Polsinelli PC, St. Louis
SS Benefits for Special Needs Children: The Basics AND Practical Advice | 1.1 MCLE
Speaker: Avram L. Sacks, Attorney at Law, Skokie, IL
11:40 AM – 12:00 PM | GRAB YOUR LUNCH
12:00 – 12:50 PM | LUNCH N LEARN | 1.0 MCLE / 1.0 E / 1.0 B
Tips on Spotting & Fixing Implicit Bias in Your Estate Planning Practice
Speaker: Shira Truitt, The Truitt Law Firm, LLC, St. Louis
12:50 – 1:05 PM | BREAK
1:05 – 2:05 PM | PLENARY SESSION
COVID-19: Staffing & Managing a Virtual Law Firm | 1.2 MCLE
Speaker: Valerie Peterson, Chief Executive Officer, ElderCounsel, LLC
2:05 – 2:20 PM | BREAK
2:20 – 3:10 PM | BREAKOUT SESSION 3
No Contest Clauses | 1.0 MCLE
Speaker: John M. Challis, Kirkland Woods & Martinsen LLP, Clayton
Drafting Medicaid & Veterans Asset Protection Trusts | 1.0 MCLE
Speakers: Valerie Peterson and Howard S. Krooks, ElderCounsel, LLC
3:10 – 3:25 PM | BREAK
3:25 – 4:25 PM | PLENARY SESSION
Personality Driven Approach to Mediation | 1.2 MCLE
Speaker: Brian C. Hewitt, Hewitt Law & Mediation, LLC, Indianapolis, IN
FRI | DEC 11
8:30 – 9:30 AM | PLENARY SESSION
SECURE ACT: How it Changes Basic Planning Strategies | 1.2 MCLE
Speakers: Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, and Kathleen R. Sherby, Bryan Cave Leighton Paisner LLP, St. Louis
9:30 – 9:45 AM | BREAK
9:45 – 10:35 AM | BREAKOUT SESSION 4
Title Insurance & Estate Planning: Issues & Overlaps | 1.0 MCLE
Speaker: John T. Banjak, Principal & General Counsel, True Title Company, LLC, St. Louis
SNT Alternatives for Unplanned Inheritance or Personal Injury Award | 1.0 MCLE
Speaker: David Lillesand, Lillesand & Associates, P.A., Clearwater, FL
10:35 – 10:50 AM | BREAK
10:50 – 11:40 AM | BREAKOUT SESSION 5
Tax: Issue Spotting | 1.0 MCLE
Speakers: Douglas J. Stanley, Bryan Cave Leighton Paisner LLP, St. Louis, and Crystal M. Hawk, Welch & Hawk Estate Planning Center, Hannibal
Working with Special Needs Clients & Their Families | 1.0 MCLE
Speaker: Richard A. Courtney, Courtney Elder Law Associates, Jackson, MS
11:40 AM – 12:00 PM | GRAB YOUR LUNCH
12:00 – 12:50 PM | LUNCH N LEARN
Challenges in Practicing Estate, Trust & Elder Law in a Time of a Pandemic | 1.0 MCLE
Panelists: Heather Hall, Schormann Law Firm, LLC, St. Peters, Jessica Rooks, The Rooks Law Firm, Kirksville, Hon. Daniel P. Wheeler, Kirkland Woods & Martinsen, LLP, Liberty and R. Dyan Zimmerman, Oswald Roam & Rew, LLC, Blue Springs
12:50 – 1:05 PM | BREAK
1:05 – 2:05 PM | PLENARY SESSION
SECURE ACT: Drafting Trusts in Light of the SECURE Act | 1.2 MCLE
Speaker: Steven B. Gorin, Thompson Coburn LLP, St. Louis and Rene Morency, Prudent Counsel, LLC, St. Louis
2:05 – 2:20 PM | BREAK
2:20 – 3:10 PM | BREAKOUT SESSION 6
Difficult Trust Distributions | 1.1 MCLE
Speakers: T. Jack Challis, Managing Director of Estate Planning Strategies, Midwest Trust, St. Louis, and Susan B. Teson, Kirkland Woods & Martinsen LLP, Liberty
Basics of SSI | 1.0 MCLE
Speaker: David Lillesand, Lillesand & Associates, P.A., Clearwater, FL
Advanced Guardianships & Conservatorships | 1.1 MCLE
Speakers: Hon. Misty Watson, Deputy Probate Commissioner, St. Louis County Probate Division and Hon. William J. Gust, Probate Commissioner, St. Louis County Court
3:10 – 3:25 PM | BREAK
3:25 – 4:25 PM | PLENARY SESSION
The Good, the Bad, & the Ugly: Ethical Representation in a Pandemic | 1.2 MCLE / 1.2 E
Speakers: Bobbi K. Flowers, Professor of Law & Director, Center for Excellence in Elder Law, Stetson University College of Law, Gulfport, FL and Kathleen R. Sherby, Bryan Cave Leighton Paisner, LLP, St. Louis
4:25 PM | ADJOURN
2020 ANNUAL ESTATE, TRUST & ELDER LAW INSTITUTE REGISTRATION CANCELLATION & REFUND POLICY
| Availability | Module Title | Credits | Duration | Course Details | |||||||||||||||||||||||||||||||||||||||||||||
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| Dec 10, 2020 @ 08:30 AM (CST) |
PLENARY SESSION | Legislative & Case Law Update
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Total Credits: 1.2 MCLE | 1 Hour 01 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 10, 2020 @ 09:45 AM (CST) |
BREAKOUT SESSION 1 | Tax Basis Planning
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Total Credits: 1.0 MCLE | 52 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 10, 2020 @ 09:45 AM (CST) |
BREAKOUT SESSION 1 | MO HealthNet Vendor Applications & Mo HealthNet Hot Topics
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Total Credits: 1.0 MCLE | 51 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 10, 2020 @ 10:50 AM (CST) |
BREAKOUT SESSION 2 | Rights of the Disinherited Spouse
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Total Credits: 1.0 MCLE | 48 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 10, 2020 @ 10:50 AM (CST) |
BREAKOUT SESSION 2 | SS Benefits for Special Needs Children: The Basics AND Practical Advice
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Total Credits: 1.1 MCLE | 57 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 10, 2020 @ 12:00 PM (CST) |
LUNCH N LEARN | Tips on Spotting & Fixing Implicit Bias in Your Estate Planning Practice (Qualifies for 1.0 Ethics / 1.0 Bias hours)
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Total Credits: 1.0 MCLE | 51 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 10, 2020 @ 01:05 PM (CST) |
PLENARY SESSION | COVID-19: Staffing & Managing a Virtual Law Firm
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Total Credits: 1.2 MCLE | 1 Hour 02 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 10, 2020 @ 02:20 PM (CST) |
BREAKOUT SESSION 3 | No Contest Clauses
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Total Credits: 1.0 MCLE | 51 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 10, 2020 @ 02:20 PM (CST) |
BREAKOUT SESSION 3 | Drafting Medicaid & Veterans Asset Protection Trusts
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Total Credits: 1.0 MCLE | 52 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 10, 2020 @ 03:25 PM (CST) |
PLENARY SESSION | Personality Driven Approach to Mediation
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Total Credits: 1.2 MCLE | 1 Hour 01 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 11, 2020 @ 08:30 AM (CST) |
PLENARY SESSION | SECURE ACT: How it Changes Basic Planning Strategies
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Total Credits: 1.2 MCLE | 1 Hour 02 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 11, 2020 @ 09:45 AM (CST) |
BREAKOUT SESSION 4 | SNT Alternatives for Unplanned Inheritance or Personal Injury Award
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Total Credits: 1.0 MCLE | 52 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 11, 2020 @ 09:45 AM (CST) |
BREAKOUT SESSION 4 | Title Insurance & Estate Planning - Issues & Overlaps
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Total Credits: 1.0 MCLE | 50 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 11, 2020 @ 10:50 AM (CST) |
BREAKOUT SESSION 5 | Tax: Issue Spotting
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Total Credits: 1.0 MCLE | 48 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 11, 2020 @ 10:50 AM (CST) |
BREAKOUT SESSION 5 | Working with Special Needs Clients & Their Families
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Total Credits: 1.0 MCLE | 47 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 11, 2020 @ 12:00 PM (CST) |
LUNCH & LEARN | Challenges in Practicing Estate, Trust & Elder Law in a Time of a Pandemic
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Total Credits: 1.0 MCLE | 52 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 11, 2020 @ 01:05 PM (CST) |
PLENARY SESSION | SECURE ACT: Drafting Trusts in Light of the SECURE ACT
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Total Credits: 1.2 MCLE | 1 Hour | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 11, 2020 @ 02:20 PM (CST) |
BREAKOUT SESSION 6 | Difficult Trust Distributions
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Total Credits: 1.1 MCLE | 54 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 11, 2020 @ 02:20 PM (CST) |
BREAKOUT SESSION 6 | Basics of SSI
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Total Credits: 1.0 MCLE | 52 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 11, 2020 @ 02:20 PM (CST) |
BREAKOUT SESSION 6 | Advanced Guardianships & Conservatorships
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Total Credits: 1.1 MCLE | 54 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Dec 11, 2020 @ 03:25 PM (CST) |
PLENARY | The Good, the Bad, & the Ugly: Ethical Representation in a Pandemic (Qualifies for 1.2 Ethics hour)
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Total Credits: 1.2 MCLE | 1 Hour | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Total MCLE Credits Information | |||||||||||||||||||||||||||||||||||||||||||||||||
