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Webinar

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
Format:
Audio and Video

Dates


Description

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 

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

Materials

Speaker

Karen Finley's Profile

Karen Finley Related Seminars and Products

The Finley Law Firm, L.L.C.


Timothy McCurdy's Profile

Timothy McCurdy Related Seminars and Products

The McCurdy Law Firm, LLC


Tim McCurdy is Of Counsel at the firm. Tim grew up on a farm in Southwest Iowa. After obtaining his law degree from the University of Notre Dame, Tim moved to St. Louis to “watch a few Cardinals games” before returning to Iowa. Tim met his now wife and his plans quickly changed – Tim has called St. Louis home for more than twenty years.

Throughout Tim’s legal career, he has helped clients protect their rights in lawsuits throughout the country. After watching a loved one suffer from Alzheimer’s disease, Tim developed a passion for elder law. Tim’s practice now combines his more than twenty years of litigation experience with an in-depth knowledge of estate planning and probate.

Tim devotes his practice to helping families navigate disputes involving estate plans and probate administration. Tim’s trusts and estates litigation practice includes trust and will contests, the removal of fiduciaries, demands for accountings, and contested guardianships. Tim is also frequently appointed by probate judges to represent individuals facing guardianship petitions, and as a court-appointed fiduciary.

Tim also helps families protect their life savings while ensuring access to the health care they need through Medicaid and special needs planning. Tim’s elder law practice also includes helping families develop estate plans to avoid probate and to protect against future challenges to their estate plan.

Tim lives in Chesterfield with his wife, two sons, and two dogs. Outside of the office you can likely find Tim in the stands at a hockey rink or a theater cheering on his sons.


Susan Teson's Profile

Susan Teson Related Seminars and Products

Kirkland Woods & Martinsen LLP


Cancellation Policy

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