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Conference

2020 Annual Estate, Trust & Elder Law Institute


Total Credits: 15.2 MCLE, 2.2 Ethics, 1.0 Elimination of Bias, 15.0 Kansas Credit, 1.0 Kansas Ethics

Practice Area:
Elder |  Ethics |  Trusts, Estate Planning & Probate
License:
Access for 1 year(s) after program date.

Dates

Price


Description

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

Faculty

John Banjak Related seminars and products: 1

Principal & General Counsel

True Title Company, LLC


John T. Banjak, Esq. is a principal and general counsel of True Title Company, LLC, a full-service residential and commercial title agency based in St. Louis, Missouri, and managing member of Banjak & Associates, a law firm specializing in real estate and business transactions. John earned his B.S. degree in Finance from Indiana University and his J.D. law degree from Washington University in St. Louis. He has extensive experience in all facets of the title insurance & real estate industries from a legal, title underwriting and consulting standpoint.

Before opening True Title in 2012, John served as president and general counsel for three reputable St. Louis title agencies and as regional underwriting counsel for a national title insurance underwriter.  He also served as senior vice president and general counsel for Pulaski Bank. Prior to entering the title insurance field, John worked as a private practice attorney and as an assistant attorney general for the state of Missouri.

He is licensed to practice law in Missouri, and is a member of the Bar Association of Metropolitan St. Louis. John lectures frequently on real estate and title-related matters for organizations such as National Business Institute, Lorman Educational Services, Missouri Land Title Association and The Missouri Bar. He previously taught real estate law as an adjunct instructor for the St. Louis Community College District. Community involvement has included serving as Civil Service Hearing Commissioner for Metropolitan Sewer District and Chairman of City of Kirkwood Citizen’s Finance Committee, and currently as board member for AMIkids St. Louis and Kirkwood School District Foundation Board.


John Challis's Profile

John Challis Related seminars and products: 2

Kirkland Woods & Martinsen LLP


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.



Richard Courtney's Profile

Richard Courtney Related seminars and products: 1

Courtney Elder Law Associates


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. 


Amy DeGraeve's Profile

Amy DeGraeve Related seminars and products: 1

The Counts Law Firm, LLC


Amy DeGraeve joined The Counts Law Firm, LLC in 2019 after over a decade of specialization in probate and trust litigation, estate and trust administration and estate planning.  She provides a well-rounded view of the probate and trust administration and planning process, with knowledge through her litigation experience of when estate planning concepts can go awry and how to avoid negative results.  Amy attained her LL.M. in taxation and has experience with high net-worth planning and tax preparation for estate and gift tax returns. 

Amy is a member of The Missouri Bar and the Kansas Bar Association, the Kansas City Estate Planning Society, and the Children’s Mercy Hospital Planned Giving Committee.  She is a graduate of the UMKC School of Law, where she was a teaching assistant for the legal writing program and a published member of the UMKC Law Review. She attained her LL.M. in Taxation from UMKC School of Law.


Roberta Flowers Related seminars and products: 1

Stetson University College of Law


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's Profile

Jeffrey Glogower Related seminars and products: 1

Polsinelli PC


Jeffrey Glogower is shareholder in the Wealth Planning Department of Polsinelli PC. He is based in the St. Louis office and concentrates his practice in the areas of estate planning, trust and estate administration, wealth management, transfer taxation, and fiduciary litigation. 

 


Steven Gorin's Profile

Steven Gorin Related seminars and products: 1

Thompson Coburn LLP


Steve Gorin 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.


Keith Grissom Related seminars and products: 1

Greensfelder, Hemker & Gale, P.C.


Hon. William Gust's Profile

Hon. William Gust Related seminars and products: 2

Probate Commissioner-St. Louis County Court


William Gust is the Probate Commissioner for probate court of St. Louis County. Commissioner 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. Commissioner Gust also presides over the administration of probate matters. Prior to his time on the bench, Commissioner 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 specialties included everything from contested probate matters to complex civil matters.



Crystal Hawk Related seminars and products: 1

Welch & Hawk Estate Planning Center


Brian Hewitt's Profile

Brian Hewitt Related seminars and products: 1

Hewitt Law & Mediation, LLC


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 Related seminars and products: 1

Missouri Department of Social Services - Family Support Division


Robert Kirkland's Profile

Robert Kirkland Related seminars and products: 2

Kirkland Woods & Martinsen LLP


Bob Kirkland is Managing Partner of Kirkland Woods & Martinsen LLP, with offices in Liberty, Missouri, Springfield, 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.



David Lillesand's Profile

David Lillesand Related seminars and products: 1

Lillesand & Associates, PA


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's Profile

Rene Morency Related seminars and products: 1


Rene Morency, MBA/JD/LLM (Tax) focuses on estate planning and business. Rene is a Fellow of the ABA Real Property, Trust & Estate Law Section; member of the Estate Planning Council; Fellow of the Consortium for Graduate Study in Management; and member of the ABA Taxation Section. For more, see https://www.linkedin.com/in/renemorency-jd-taxllm-financemba/


Valerie Peterson's Profile

Valerie Peterson Related seminars and products: 1

Chief Executive Officer

ElderCounsel, LLC


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.


Brian Quinn Related seminars and products: 1

Quinn Estate & Elder Law, LLC


Avram L. Sacks's Profile

Avram L. Sacks Related seminars and products: 1


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's Profile

Robert Selsor Related seminars and products: 1

Polsinelli PC


Robert Selsor is a shareholder and chairs the Estate Litigation Practice Group at Polsinelli. He is based at the firm's St. Louis office. Bob is a fellow in the American College of Trust and Estate Counsel and has published extensively in the area of trust and estate litigation.


Kathleen Sherby's Profile

Kathleen Sherby Related seminars and products: 1

Bryan Cave Leighton Paisner LLP


Kathy Sherby is in the Private Client Group of Bryan Cave Leighton Paisner LLP. Her practice involves representation of individuals in all aspects of wealth transfer planning. Her particular focus is estate planning for retirement benefits. She co-chaired the subcommittee that prepared ACTEC's comments to Treasury on the SECURE Act.


Douglas Stanley Related seminars and products: 1

Bryan Cave Leighton Paisner, LLP


Susan Teson's Profile

Susan Teson Related seminars and products: 1


Susan B. Teson is Of Counsel with Kirkland Woods & Martinsen LLP. Recently retired from UMB Bank as Chief Fiduciary Officer, she is also an adjunct professor at UMKC Law School teaching estate planning/drafting and has been a member of the Missouri Bar since 1982, receiving her J.D. from UMKC.



Misty Watson's Profile

Misty Watson Related seminars and products: 1


Misty A. Watson was appointed to a four-year term as Deputy Probate Commissioner for the 21st Judicial Circuit in July of 2019. Prior to her appointment, Watson was a shareholder and member of the executive committee at Danna McKitrick, P.C. She received her LL.M. in Taxation and her J.D. from Washington University School of Law. 

 
Watson has more than 13 years of experience in trusts, estates, guardianships, and special needs trusts. Before attending law school, Watson was a social worker who facilitated special needs adoptions. 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 currently serves on the board of the Foster and Adoptive Care Coalition. 


Daniel Wheeler's Profile

Daniel Wheeler Related seminars and products: 2

Kirkland Woods & Martinsen LLP


Daniel P. Wheeler is a shareholder with the firm of Kirkland Woods & Martinsen LLP. He served as a Probate Commissioner for the Circuit Court of Jackson County, Missouri. He is a member of ACTEC and is the Chair of the Probate and Trust Division of the Missouri Bar.


Schedule

THU | DEC 10 

8:30 – 9:30 AM | PLENARY SESSION
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

Speaker: Keith K. Grissom, Greensfelder, Hemker & Gale, PC, St. Louis 

MO HealthNet Hot Topics
Speaker: 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 
Missouri Marital Rights
Speakers: Robert J. Selsor
and Jeffrey M. Glogower, Polsinelli PC, St. Louis

Disabled Child Benefits
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
Bias
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
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

Speaker: John M. Challis, Kirkland Woods & Martinsen LLP, Clayton

Drafting Effective Trust for Medicaid & VA Pension Planning
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
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

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
Speaker: John T. Banjak, Principal & General Counsel, True Title Company, LLC, St. Louis

SNT Alternatives for Unplanned Inheritance or Personal Injury Award
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
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
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
How Client Expectations Have Changed & What We Are Doing to Meet Them
Panelists: TBA
Moderator: Hon. Daniel P. Wheeler, 
Kirkland Woods & Martinsen LLP, Liberty

12:50 – 1:05 PM | BREAK 

1:05 – 2:05 PM | PLENARY SESSION
SECURE ACT: Drafting Trusts in Light of the SECURE Act
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

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
Speaker: David Lillesand
, Lillesand & Associates, P.A., Clearwater, FL

Advanced Guardianship & Conservatorships
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
ETHICS
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 

Sponsors

Sponsor information coming soon!

Cancellation Policy

2020 ANNUAL ESTATE, TRUST & ELDER LAW INSTITUTE REGISTRATION CANCELLATION & REFUND POLICY

  •  All cancellation and refund requests must be in writing to registrar@mobar.org
     
  •  A FULL REFUND of the registration fee will be issued if we receive your written cancellation by December 1, 2020. You will not have access to electronic course materials.
     
  •  NO REFUND of the registration fee will be issued if we receive your written cancellation after December 1, 2020.  You will have access to electronic course materials.

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