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 Estate PlanningNovember 12, 2010 Your clients depend on you to protect their financial interests, but planning in today’s financial environment is more difficult than ever. Don’t miss this important program, which for 33 years has kept practitioners on top of the latest developments in the world of estate planning.  
McWane Science Center Birmingham 8:20 a.m. 6 hours, including 1 hour of Ethics 8:00 Registration and Continental Breakfast Buffet 8:20 Welcome Morning Presider Melinda Mathews, Sirote & Permutt PC, Birmingham 8:30 Current Developments -Hub and Spokes of New Business Code Steven A. Benefield, Christian & Small LLP, Birmingham -What’s New in Trusts and Estates Melissa A. R. May, Sirote & Permutt PC, Birmingham 9:30 Planning in the Current Environment Scott E. Adams, Bradley Arant Boult Cummings LLP, Birmingham 10:30 Refreshment Break 10:40 Philanthropy in the Current Environment Melissa Daniel, Daniel Philanthropy Advisors LLC, Birmingham 11:40 Lunch Served at McWane Center Afternoon Presider R. Gregory Watts, Johnstone Adams Bailey Gordon & Harris LLC, Mobile 12:30 Financial Exploitation of Elderly Clients: Detection, Prevention and Reporting Joel A. Mendler, Sirote & Permutt PC, Birmingham 1:30 Refreshment Break 1:40 Probate Litigation Trends and Trust Reformation Cynthia G. Lamar & Jessica S. Grover Maynard Cooper & Gale PC, Birmingham 2:40 Ethics Issues (including capacity issues) Ralph H. Yielding, Bradley Arant Boult Cummings LLP, Birmingham Jeremy W. McIntire, Alabama State Bar, Montgomery 3:40 Adjourn |
