Not Found

2021 Wills, Trusts & POA: Advising Your Client on What They Need, Pitfalls & Differences

Total Credits: 1.5 MCLE, 1.5 Kansas Credit

Practice Area:
Trusts, Estate Planning & Probate
Audio and Video



Originally presented at our Solo & Small Firm Conference, June 9-11, 2021 

A panel of estate planners will discuss various estate planning techniques, including wills, trusts and powers of attorney, their differences and some pitfalls for practitioners to avoid.
Speakers: Karen I. Finley, The Finley Law Firm, LLC, Chesterfield; Susan B. TesonAttorney at Law, Liberty; Timothy F. McCurdyLashly & Baer, PC, St. Louis 

DEC 17 | Susan B. Teson
APR 7 | Diarra Cross-DavisCD Law Group, LLC, St. Louis


Speaker Bio

Karen Finley's Profile

Karen Finley Related seminars and products

The Finley Law Firm, L.L.C.

Karen Finley practices in the areas of fiduciary litigation, probate/trust administration, and estate planning. She received her LL.M. in Taxation from UMKC and her J.D. from MU. Ms. Finley is a former Tax Consultant with Deloitte & Touche, L.L.P. and Special Assistant Attorney General to the Missouri Department of Revenue. 

Timothy McCurdy's Profile

Timothy McCurdy Related seminars and products

Lashly & Baer, P.C.

Timothy F. McCurdy practices guardianships, fiduciary litigation, and elder law at Lashly & Baer, P.C. in St. Louis. Tim represents individuals and medical providers seeking appointment of guardians and conservators, as well as respondents. Tim has practiced in St. Louis since graduating from Notre Dame Law School in 2002.

Susan Teson's Profile

Susan Teson Related seminars and products

Kirkland Woods & Martinsen LLP

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.


Thu, Apr 07, 2022 - 12:00pm to 01:15pm CDT

Cancellation Policy

Click HERE to review the Cancellation Policy.

Please wait ...

Back to Top