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2020 Annual Estate, Trust & Elder Law Institute Video Recordings & Course Materials | Self-Study

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


These video recordings & course materials from the 2020 Annual Estate, Trust & Elder Law Conference include quality CLE programing delivered by our knowledgeable faculty of attorneys, judges, and industry experts. Click on the Schedule tab to view the session topics that were presented and included in this self-study product.

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.


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  

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

MO HealthNet Vendor Applications & Mo HealthNet Hot Topics
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

Rights of the Disinherited Spouse
Speakers: Robert J. Selsor and Jeffrey M. Glogower, Polsinelli PC, St. Louis

SS Benefits for Special Needs Children: The Basics AND Practical Advice
Speaker: Avram L. Sacks, Attorney at Law, Skokie, IL

Tips on Spotting & Fixing Implicit Bias in Your Estate Planning Practice
Speaker: Shira Truitt, 
The Truitt Law Firm, LLC, St. Louis

COVID-19: Staffing & Managing a Virtual Law Firm
Speaker: Valerie Peterson, Chief Executive Officer, ElderCounsel, LLC

No Contest Clauses
Speaker: John M. Challis, Kirkland Woods & Martinsen LLP, Clayton

Drafting Medicaid & Veterans Asset Protection Trusts
Speakers: Valerie Peterson and Howard S. Krooks, ElderCounsel, LLC

Personality Driven Approach to Mediation
Speaker:  Brian C. Hewitt, Hewitt Law & Mediation, LLC, Indianapolis, IN

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

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

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

Challenges in Practicing Estate, Trust & Elder Law in a Time of a Pandemic
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

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

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 Guardianships & Conservatorships
Speakers: Hon. Misty Watson, Deputy Probate Commissioner, St. Louis County Probate Division and Hon. William J. Gust, Probate Commissioner, St. Louis County Court

The Good, the Bad, & the Ugly: Ethical Representation in a Pandemic
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

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