Total Credits: 1.2 Self Study
Originally presented during our 2020 Annual Estate, Trust & Elder Law Institute Virtual Conference, December 10-11.
This program builds upon a basic knowledge of The SECURE Act. Estate planning practitioners, Steve Gorin and Rene Morency, explore drafting strategies by discussing sample form provisions, explaining what they say and when to use them.
Speaker: Steven B. Gorin, Thompson Coburn LLP, St. Louis and René Morency, Prudent Counsel, LLC, St. Louis
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.
| Drafting Trusts in Light of the Secure Act (806 KB) | Available after Purchase | ||
| MOLAP Information (215 KB) | Available after Purchase | ||
Steve is a practitioner in the areas of estate planning and the structuring of privately held businesses.
His several thousand page PDF, "Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications," is considered essential reading.
For a free quarterly subscription, go to https://www.thompsoncoburn.com/forms/gorin-newsletter.
For more about Steve, see http://www.thompsoncoburn.com/people/steve-gorin.
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/
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