Skip to main content
Not Found

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

Total Credits: 1.5 Self Study

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 

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.



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

Mitchell, Brown & Associates, L.L.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.

Cancellation Policy

Click HERE to review the Cancellation Policy.

Please wait ...

Back to Top