| Date |
Speaker |
Topic | Program Director | Handout | Specialization or Ethics Credit |
| May 11, 2012 Friday | Kal Grant | Trustee Quandaries: Selected Issues in Trust Design and Administration. | Dianne Reis | EPP, Tax | |
| June 8, 2012 |
Donald Totusek |
POD, TR, ITF, JT TEN, JTWROS, and CPWROS: What You Don't Know Can be Hazardous to Your Client's Estate Plan. |
Dianne Reis |
EPP, Tax |
|
| July - no meeting |
|||||
| August 10, 2012 |
Philip M. Lindquist |
Estate Planning in 2013 and the Foreseeable Future |
Dianne Reis |
||
| September 14, 2012 |
Eric Reis |
Mr. Koch Goes to Washington (The Estate and Gift Tax Consequences of Political Giving) |
Dianne Reis |
||
| October 12, 2012 |
Elliott Burdette |
Lori Leu |
|||
| November 9, 2012 |
Santo Bisignano, Jr. |
Stop the Bleeding (How to Repair the ILIT with a Damaged Crummey Power and Other Ailments) |
Janet P. Hope |
||
| Date | Speaker | Topic | Program Director | Handout | Specialization or Ethics Credit |
| April 13, 2012 Friday | Monica A. Benson | VA and Medicaid: The Right Benefit at the Right Time | Dianne Reis | outline | EPP, Tax, RE, 0.25 Ethics |
| March 8, 2012 Thursday | Suzanne Raggio Westerheim | The Essentials of Attorney-Client Fee Agreements | Dianne Reis | 0.75 Ethics | |
| February 9, 2012 Thursday | Shawna L. Brown | Community Property — Review of General Rules | Dianne Reis | outline | EPP, Family |
| January 12, 2012 | Gary V. Post | Breaking Up Is Hard To Do: Estate Planning for a Divorce | Dianne Reis | outline | EPP, Tax, Family |
| November 10, 2011 | Michael P. Lynn | Legal Lessons Learned: Hill/Hunt Litigation | Janet Hope | ||
| October 13, 2011 | Carla Crapster | Legislative Update | Dianne Reis | EPP, Tax | |
| September 8, 2011 | Lawrence M. Wolfish | The Origin of Life: Who is a Descendant? Rights of Children Conceived After the Death of a Parent | Jim Shepherd | outline | EPP |
| August 11, 2011 | Michael Bourland | Planning for the Family Business | Janet Hope | outline Case Studies | EPP, Tax |
| June 10, 2011 | Natalie Michalek | The Many Uses of Life Insurance in Estate Planning | Bert Starr / Beverly Burk | EPP, Tax | |
| May 13, 2011 | P. Keith Staubus | Will Contests — What Works? | Dianne Reis | outline game packet | Civil Trial, EPP, 0.5 ethics |
| April 8, 2011 | Lori A. Leu Dianne Reis | Medicaid Eligibility: What Clients Can Do When It's Too Late to Make Gifts | Lori A. Leu | Outline | EPP, 0.25 ethics |
| March 11, 2011 | Mary Burdette | Enforcing Beneficiaries' Rights | Dani Smith | Outline | EPP, Civil Trial |
| Date | Speaker | Topic | Handout | Specialization Credit |
| February 11, 2011 | Robert J. Stack | The Latest on Online Records and Paperless Filings | Outline Addendum | |
| January 14, 2011 | Carol Matesic Brian Watts | Resolving Real and Personal Property Issues in Estates | Outline | EPP, Real Estate |
| November 12, 2010 | Trey Cousins | Tax Procedures | Outline | EPP, Tax |
| October 8, 2010 | Bruce Campbell | What the Proposed Disciplinary Rules Mean For You 0.75 hours of ETHICS credit | Article 1 Article 2 Archive | |
| September 10, 2010 | Eric Reis | Estate Planning for Persons with Diminished Life Expectancies | Outline | EPP, Tax |
| August 13, 2010 | Lane McDaniel | Things A Probate Lawyer Needs to Know About Tracing | EPP | |
| June 11, 2010 | Debbie Cox | The Prudent Investor Standard in Today's Economy | EPP, Civil Trial |
| Date |
Speaker |
Topic |
| |
|
|
| May 14, 2010 | Gregory Sampson, Moderator William Cobb, Panelist Coyt Johnston, Panelist Barkley Miller, Panelist | Probate Ethics Panel 0.75 hours of ETHICS credit |
| April 9, 2010 | Sharon R. Luker | Long-Term Care Insurance — What's New? |
| March 12, 2010 | Mark Johnson | ERISA Issues for Survivors, Beneficiaries, & Probate |
| February 12, 2010 | Cancelled due to snowstorm | |
| January 8, 2010 | Melinda H. Sims | Contested Guardianships |
| November 13, 2009 | Kim B. Young | Ten Common Pitfalls in the Preparation of an Estate Plan |
| October 9, 2009 | Marjorie Stephens | Intentionally Defective Grantor Trusts |
| September 11, 2009 | Shawna Brown | Estate Planning for Non-Citizen Spouses |
| August 14, 2009 | Dani Smith | Dependent Administration and Heirship |
| June 12, 2009 | Don Totusek | Drafting Powers of Attorney that the Banker Will Love (or at Least Honor) |
| May 8, 2009 | Toby Eisenberg | Optimizing GST Exemption Planning on the First Death |
| April - no CLE meeting | Happy Hour Sponsored by Tolmas Consulting | |
| March 13, 2009 | Evaleen Davis | Supplemental Needs Trusts |
| February 10, 2009 | Rex Hogue | Beating the IRS with FLPs |
| January 13, 2009 | Dave Folz | Rollover IRAs in the New Millennium |
| November 11, 2008 | Chris Mims | Guardianship Nuts and Bolts |
| September 9, 2008 | Kathryn Murphy | Pre- and Post- Nuptial Agreements |
| July 8, 2008 | Coyt Randal Johnston | File Documentation, Retention, and Destruction (ethics credit) |
| May 13, 2008 | Judge Weldon Copeland | History of Probate Law |
| March 11, 2008 | Evaleen Davis | Creditor Claims in Probate |
| January 8, 2008 |
Lane McDaniel |
How to Characterize Trust
Principal and Income in Probate and Divorce |
| November 13, 2007 (Tuesday) |
Bob Badali |
Settling for More: Life Settlements, An Innovative Wealth & Estate Planning Tool |
| September 13, 2007 (Thursday) |
Suzanne Westerheim |
Ethical Issues in Dual
Representation in Estate Planning (.75 hours ethics credit) |
| May 10, 2007 |
Alan Tolmas |
The Puzzle of Gift and Estate
Tax Valuations |
| March 8, 2007 |
David Folz |
Rollover IRAs in the New
Millennium |
| January 11, 2007 |
David Hollands |
An Advisor's Guide to the Impact
of Recent Tax Law Changes on Education Savings Plans |
| November 16, 2006 |
Bruce Campbell |
Malpractice Traps for Estate
Planning and Probate Lawyers |
| October 26, 2006, 3-5 pm, at the
Center for American and International Law |
Panelists: Judge Copeland, Judge
Windle, Judge DeShazo, Judge Price, and Judge Loving Moderators: Greg Sampson, Dianne Reis, and Suzanne Westerheim |
A View from the Bench and Ethics
in Attorney-Judge Interactions |
| July 13, 2006 | Mitch Milby |
Business Succession Planning |
| May 11, 2006 | Don Totusek |
Multiple-Party Accounts in
Financial Institutions: Special Issues in Estate Planning and Estate Administration |
| March 16, 2006 |
Elizabeth A. Howard |
Estate Planning for Pet Owners |
| January 12, 2006 |
Philip M. Lindquist |
Spendthrift Trusts, Bankruptcy,
and Being Your Own Trustee |
| November 10, 2005 | Michael B. Cohen | Medicaid Planning - The Laws,
They Are A-Changin' |
| September 8, 2005 | Leslie Cummings | Legislative Update |
| July 28, 2005 | William Olsen | Estate Planning Drafting Tips from a Trust Officer's View Point |