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Estate Planning

December 9, 2022 @ 8:30 am - 4:00 pm

Attend by Live Webcast

6 MCLE Credit Hours, including 1 Ethics Hour

You Need to Attend!

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 over 40 years has helped Alabama attorneys safeguard their clients with the practical information that is essential to any estate planning practice.

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Join in by Webcast!

This program will be presented by Live Webcast.  It’s easy, convenient and safe to watch 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. (YOU MUST REGISTER FOR THE WEBCAST BY 8:25 AM ON 12/9)

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The Schedule

Morning Presider:
Andrew J. Potts, Law Offices of Andrew J Potts, Birmingham

8:30     Basic Planning Considerations
David B. Welborn, Browder & Welborn LLC, Tuscaloosa

9:30     Elder Abuse Act Update
Thomas Ryan, Ryan Hicks Cumpton & Cumpton LLP, Huntsville

10:30   Break

10:40   Alabama Case Law Update
Alexandra Priester, Dominick Feld Hyde PC, Birmingham

11:40   Break for Lunch

Afternoon Presider:
Brooke Everley Nicholson, Everley Law LLC/ Red Mountain Law Group, Birmingham

12:40   Probate Procedure Act Update
Vincent J. Schilleci III and Megan M. Kelly, Maynard Cooper & Gale PC, Birmingham

1:40     SECURE Act
Jessica S. Grover and Cynthia G. Lamar-Hart, Maynard Cooper & Gale PC, Birmingham

2:40     Break

2:50     Ethical Issues in Estate Planning
Autumn Caudell, Alabama State Bar, Montgomery

3:50     Adjourn