Estate Planning

December 13, 2013

Embassy Suites Hoover Hotel, Birmingham
8:20 a.m.
6 MCLE Credit Hours, including 1 Ethics Hour

[ Seminar Brochure ]

Your clients depend on you to protect their financial interests, but planning in today’s financial environment is more complex than ever.   Don’t miss this important program, which for 36 years has provided Alabama attorneys with the practical, up-to-date information essential to any estate planning practice. 


If you are unable to attend this seminar in person, you also have the option of watching LIVE from your own computer! Live webcasting allows attorneys from all parts of the state to have access to quality speakers and programs without having to travel. Webcasts count as "live credits" just as if the viewer were in attendance at the seminar. 

TO REGISTER FOR THE WEBCAST, just click “InReach Online Seminars” on the home page and then click “Live Webcast” and follow the on screen instructions. 

Instruction on how to purchase a "Live Webcast"

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TO REGISTER FOR THE LIVE ON SITE SEMINAR, please select one of the registration options below. 

To pay by check, you may download and print the mail in registration form Mail your form and check to CLE Alabama, Box 870384, Tuscaloosa, AL 35487-0384. 

To pay by credit charge, select the options below:

$350 LIVE ON SITE SEMINAR - registration within five days of the seminar Registration
At the seminar you will receive the materials on flash drive. If you register more than 24 hours in advance you will receive a link for downloading and printing the written materials to bring with you.

8:00        Registration and Continental Breakfast Buffet 

8:20        Welcome

Morning Presider:
Melinda M. Mathews
Sirote & Permutt PC, Birmingham

8:30        Ethics Issues: Representation of an Estate and Client Identity
Jeremy McIntire
Alabama State Bar, Montgomery

9:30        Portability
Jessica Stetler Grover, Cynthia G. Lamar-Hart, James P. Naftel
Maynard Cooper & Gale PC, Birmingham

10:30     Refreshment Break

10:40     What Do You Do Now?  Estate Planning After Permanent Tax Reform

Following a decade of constant change, the American Taxpayer Relief Act of 2012 made permanent and dramatic changes to the estate, gift and generation skipping transfer tax laws. This presentation will focus on what you need to know for effective planning under the new regime. 

C. Fred Daniels and Nancy W. Ball
Cabaniss Johnston Gardner Dumas & O'Neal LLP, Birmingham       

11:40     Lunch on Your Own

Afternoon Presider:
Craig M. Stephens
Sirote & Permutt PC, Birmingham

12:40     Trust Officer Issues
Clinton C. Berry Jr.
AlaTrust Inc. Montgomery

1:10        Planning in the Digital Age
•Digital and Virtual Assets
•Unclaimed Property

Amy D. Adams
Balch & Bingham LLP, Birmingham

Craig M. Stephens
Sirote & Permutt PC, Birmingham

1:40        Refreshment Break

1:50        Asset Protection
Howard W. Neiswender
Sirote & Permutt PC, Birmingham

2:50        Alabama Family Trust and Special Needs Trusts
Judy B. Shepura
Dominick Feld Hyde PC, Birmingham

3:50        Adjourn