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Estate Planning Law

December 11, 2020 @ 8:30 am - 4:00 pm

Co-sponsored by the Real Property, Probate & Trust Section of the Alabama State Bar

Attend by live webcast

6 MCLE credit hours, including 1 hour of ethics

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.

Members of the Real Property, Probate & Trust Section of the Alabama State Bar will receive a 10% discount off the regular webcast price for this program.  Click the link below and select the section discount option on the webcast registration page.

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Registration Options: You can attend this seminar by watching a live webcast on your computer.


 

The Schedule

Morning Presider:
R. Gregory Watts, Johnstone Adams LLC, Mobile

8:30        Ethical Issues in Estate Planning
Jeremy McIntire, Alabama State Bar, Montgomery

9:30        Tax Considerations When Handling an Estate Administration
Tanya K. Shunnara, Sirote & Permutt PC, Birmingham

10:30     Break

10:40     Planning in a Low Interest Rate Environment
Scott E. Adams, Bradley Arant Boult Cummings LLP, Birmingham

11:40     Break for Lunch

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

12:40     Avoiding Probate with Revocable Trusts: Pros and Cons
Jennifer Q. Griffin, Campisi Law PC, Birmingham

1:25        Break

1:35        SECURE Act: Planning Points for the Employer and the Participant/IRA Owner
Jessica S. Grover
Cynthia G. Lamar-Hart
Jessica Shaver Everest
Maynard Cooper & Gale PC, Birmingham

2:50        Contested Guardianships and Conservatorships
Ashley L. Neese, Dominick Feld Hyde PC, Birmingham

3:50       Adjourn