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TUESDAY, JULY 8
8:15 am -
12:30 pm
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- Part 1: Creating an Emergency Attorney Succession Plan
- Victoria Collier, Quid Pro Quo Law
- Part 2: Steps to take to make your practice marketable upon retirement
- Victoria Collier, Quid Pro Quo Law
- Decedent’s Income Tax Issues
- Steven C. Wagner, JD, CPA, Fletcher Struse Wagner & Derksen PLC
- Comprehensive and Efficient Estate Planning Consultations
- Shawn Garner, Deason Garner & Hanson
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WEDNESDAY, JULY 9
8:15 am -
12:30 pm
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- Beneficiary Defective Whats?!?
- Samuel DiPietro, Spencer Fane LLP
- Part 1: Critical Issues to Look for in any Estate Plan that Indicate the Need for a Special Needs Trust
- Will Lindahl, CPT Institute
- Part 2: How to Bridge the Individual & Pooled Special Needs Trust Gap in Every Estate Practice
- Will Lindahl, CPT Institute
- How and When to Designate a Trust as the Beneficiary of Qualified Accounts
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THURSDAY, JULY 10
8:15 am -
12:30 pm
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- Mistakes Business Owners (and their Attorneys) Make in the Lifecycle of a Business
- Lisa Thompson, Thompson Law Group, P.C.
- Planning with High Exemptions and Uncertainty
- Brent Nelson, Rimon, P.C.
- Probate Procedure Essentials: A How to Guide to Administer Informal Estates Efficiently
- Vanessa Heim, Tiffany & Bosco PA
- Nora Jones, Tiffany & Bosco PA
- Litigating Claims of Financial Exploitation of Vulnerable Adults
- Nora Jones, Tiffany & Bosco PA
- Andrea O’Neill, Becker & House PLLC
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