MoBarCLE Drafting Estate Planning Documents

8/7/2019 MoBarCLE Drafting Estate Planning Documents

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Why You Should Attend This program will provide an overview

of drafting estate planning documents,

including wills, trusts, durable powersof attorney, and health care directives.

Practical aspects of estate planning will also

be reviewed, such as engagement letters,

conclusion letters, where the estate planning

documents should be kept, and how the

attorney gets paid. In addition, drafting

and planning for the estate tax under the

current provisions of the law, including the

December 2012 sunset will be addressed.

Asignicantportionoftheprogram

focuses on “family dynamics,” an area

frequently overlooked in the estate planning

process. The discussion will include

addressing family dynamics with clients, and

drafting for such issues. Topics addressed

will include choosing a trustee, dividing

tangible personal property, in terrorem

provisions, the impact of non-probate

transfers, and equality among client’s

descendants.

You won’t want to miss this program.

Register today!

St. CharlesApril 1, 2011St. Charles Convention Center

Kansas CityApril 29, 2011Hampton Inn & SuitesCountry Club Plaza

SpringfeldMay 6, 2011Doubletree Hotel

Jefferson CityMay 19, 2011Truman Hotel

50 Y ears of excellence

CLE

MoBarMCLEhours

www.mobar cle.org

LiveProgram 3.9

Drafting

EstatePlanningDocuments



David W. Terry, Terry Law Firm, LLC (St. Charles)Kevin M. Johnson, Wallace Saunders Austin Brown & Enochs, Chtd. (Kansas City) John F. Appelquist, Attorney at Law (Springeld) Marilyn G. Green, Attorney at Law (Jefferson City)

Moderators:Drafting

Estate PlanningDocuments

8:00 a.m. Registration

8:30 a.m.

DRAFTING ESTATE PLANNING DOCUMENTS: MORE THAN JUST

DRAFTING WILLS

Now that 2010, the year of no estate tax (if you didn’t want one) has passed, your clientsmaybeguringoutthattheyneedsome“estateplanning.”

Chances are your clients need wills, the cornerstone of any successful estateplanning, and will need some other documents before it’s too late, such as durablepowers of attorney and durable powers of attorney for health care/advancedirectives.

They also need to understand why they might wish to avoid probate, and whether they should do so with non-probate transfers or with a trust.

You also need some documents, such as engagement letters and conclusionletters, and some methods of handling estate planning, one of the fastest growingareas of malpractice.

We’ll talk about how to prepare these documents for the peace of mind of you andyour clients, along with a few tips on where those documents should be kept, howyou get paid, and how to plan for December 2012, and the end of the currentestate tax formula.Speaker: R. Scott Gardner, Gardner, Gardner & Gardner, LLP, Sedalia(all locations)

10:00 a.m. Break

10:15 a.m. – 12:00 noon

THE KIDS? NOT TO WORRY, THEY’LL GET ALONG FINE!

But, in approximately one in three instances, they do not. These situations are made even moredifcultbythefailureofmostpractitionerstoeveninquireaboutfamilydynamics,muchlessaddress

them in estate plan documents. This presentation will cover, not only the matters which should bediscussed, but also drafting documents to address the issues, including:

• Choiceoftrustee • Dividingtangiblepersonalproperty,“lists”

• Giftsvs.loanstochildren

• Impactofnon-probatetransfers

• In terrorem provisions • Equalityamongdescendants

Speakers: Clifford S. Brown and Jennifer K. Huckfeldt, Carnahan, Evans,

Cantwell & Brown, PC, Springeld(alllocations)

12:00 noon Adjourn

R.ScottGardner

Clifford S. Brown

Jennifer K. Huckfeldt

MoBar50 Y ears of excellence

CLE

www.mobar cle.org



Register online:

Check out our website and onlinecatalog at www.mobarcle.org

Register by phone:

Toll-free at 1-888-253-6013or 573-635-4128

Register by fax:

Fax your registration to 573-659-8931. Please

include your MasterCard, VISA, Discover, or AmericanExpressinformation.

Register by mail:

Send the completed registration form with paymenttoTheMissouriBar,CLEDepartment,P.O.Box

119,JeffersonCity,MO65102-0119.

On-Site registration:

Onlyifspaceandmaterialsareavailable.We

strongly recommend you fax your registration bythe Friday before the program. We cannot acceptcash payments at the door — checks or creditcards only!

Register Early!

To reserve seating and written materials, please register sevendays in advance of the seminar you plan to attend. Walk-inregistrants are welcome. Please call us to ensure seatingavailability. The Missouri Bar does NOT accept cash.

Easy Ways to Register 5Course materials:

Prepared by the speakers.

Credit:

Thisprogramqualiesfor3.9MCLEcredithours.Kansascredit

has been applied for.

Comments, Suggestions & Inquiries:ContactTheMissouriBar,CLEDepartment,P.O.Box119,

JeffersonCity,MO65102-0119;phonetoll-freeat1-888-253-6013

or573-635-4128;fax573-659-8931.

Special accommodations:

If you need special accommodations addressed by the Americanswith Disabilities Act, please contact Becky Brenneke at 573-638-2237at least two weeks prior to the seminar date.

Cancellations:

We know you are busy! A colleague may attend in your place if heor she could have registered at the same price. If you are unableto attend a program, cancellation of registration must be received

inwritingbyMoBarCLEnolaterthan2businessdays(Monday-Friday)aftertheprogramconcludes.Otherwise,youwillreceive

the course materials in full consideration of tuition paid.

Drafting Estate Planning Documents B

The Missouri Bar continues to encourage all itsmembers, including women and minorities, to participate

in the presentation of MoBarCLE programs.

A Word of Thanks

ThosewhoplanandteachMoBarCLEseminarsarevolunteers.

Their generous contributions of time, talent, and energy make thisandeveryMoBarCLEseminarasuccess.Wedeeplyappreciate

their work.

Sendpaymentto:TheMissouriBar,P.O.Box119,JeffersonCity,MO65102-0119,phonetoll-freeat1-888-253-6013or573-635-4128,FAX 573-659-8931. Paid registrations may be received by mail, phone, fax, or online at www.mobarcle.org .

Please make payment by check, credit card or debit card. The Missouri Bar does NOT accept cash.

Registration Fee:

m $139 — Lawyer m $119 — New lawyer admitted in Missouri after 1/1/08m

Free — Season Pass Holder m $ 75 — Course materials only

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mApril 1, 2011St. CharlesSt. Charles Convention Center OneConventionCenterPlaza636-669-3000

m April 29, 2011Kansas CityHampton Inn & SuitesCountry Club Plaza

4600 Summit816-448-4600Parking: Complimentary self-parking inHampton Inn & Suites parking garage for all registrants. If you are unable to park inthedesignatedareas,MoBarCLEisnotresponsible for reimbursement of parking.

m May 6, 2011SpringfeldDoubletree Hotel2431N.Glenstone417-831-3131

m May 19, 2011Jefferson CityTruman Hotel1510 Jefferson Street

573-635-7171



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P.O. Box 119

Jefferson City, MO 65102-0119

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Drafting


Drafting


St. Charles • April 1, 2011St. Charles Convention Center OneConventionCenterPlaza

636-669-3000

Kansas City • April 29, 2011Hampton Inn & SuitesCountry Club Plaza4600 Summit816-448-4600Parking: Complimentary self-parking in Hampton Inn& Suites parking garage for all registrants. If you areunabletoparkinthedesignatedareas,MoBarCLEisnotresponsible for reimbursement of parking.

Springfeld • May 6, 2011

Doubletree Hotel2431N.Glenstone

417-831-3131

Jefferson City • May 19, 2011Truman Hotel1510 Jefferson Street573-635-7171

www.mobar cle.org

LiveProgram MCLE

hours3.9