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Estate Planning

December 10, 2021 @ 8:30 am - 4:00 pm

Attend by Live Webcast

6 MCLE Credit Hours, including 1 Ethics Hour

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



The Schedule

Brooke Everley Nicholson
Everley Law LLC/ Red Mountain Law Group, Birmingham


8:30        Alabama Case Law Update
Megan Kelly and Millard V. Young IV
Maynard Cooper & Gale PC, Birmingham


9:30      Split Dollar Insurance Financing: Good Planning under ANY Legislation
David Byers
Capital Strategies, Birmingham


10:30     Break


10:40     The Intersection of Divorce and Estate Planning
Alyson M. Hood, The Bloomston Firm, Birmingham
Candi Peeples, Peeples Law, Birmingham
Amy D. Adams, Balch & Bingham LLC, Birmingham


11:40     Break for Lunch


12:40     Asset Protection Planning, including Qualified Dispositions in Trust Act
Vincent J. Schilleci III
Dominick Feld Hyde PC, Birmingham


1:40        Lifetime Gifts to Spouses: SLATS and Other Musings
Jennifer McEwen and Harris Anthony
Maynard Cooper & Gale PC, Birmingham


2:40        Break


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


3:50       Adjourn