Estate Planning

December 7, 2018

Law Offices of Bradley Arant Boult Cummings LLP, 1819 5th Avenue N, Birmingham
8:30 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 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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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 WEBCASTClick Here and follow the on screen instructions.

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To pay by credit card, select a registration option below:



$349 LIVE ON SITE SEMINAR - Registration after 12:00 p.m. the day before the seminar Registration
At the seminar you will receive the materials on flash drive. If time permits, you will receive a code for downloading the seminar materials before the seminar.
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.

8:20        Welcome

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

8:30        New Tax Act

J. Winston Busby & Tanya K. Shunnara
Sirote & Permutt PC, Birmingham

9:30        Subchapter S Corporations: Pitfalls and Planning

C. Fred Daniels
Cabaniss Johnston Gardner Dumas & O'Neal LLP, Birmingham

10:00     Refreshment and Networking Break

10:10     New Decanting Act and Non Judicial Settlement Agreements

Jessica S. Grover and Cynthia Lamar-Hart
Maynard Cooper & Gale PC, Birmingham

11:10     Trust Protectors: What They Are and What They Do

James P. Naftel
Maynard Cooper & Gale PC, Birmingham

11:40     Lunch on Your Own

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

12:40     Medicaid Overview for Estate Planners

Lynn Campisi
Attorney at Law, Birmingham

1:40        Refreshment and Networking Break

1:50        Long Term Trust Planning

(Children With Issues: Cults, Substance Abuse, Incentives, Special Needs Trusts, Trust Protectors, Gambling, Limited Powers of Appointment, etc.)

W. Wesley Hill
Sirote & Permutt PC, Birmingham

2:50        Ethical Issues in Estate Planning

Nancy W. Ball
Cabaniss Johnston Gardner Dumas & O'Neal LLP, Birmingham

3:50        Adjourn