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CLE: 25th Annual Estate Planning Institute
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CLE: 25th Annual Estate Planning Institute

4/23/2014

When: Wednesday, April 23, 2014
1:00 p.m. to 5:00 with optional Social Hour from 5:00 to 6:00 p.m.
Where: Donald Danforth Plant Science Center
975 N Warson Rd
Saint Louis, Missouri  63132
United States
Presenter:
BAMSL Probate & Trust Section
Contact:
Shannan Deemie

Phone: (314) 421-4134 x 3120

Registration Information
Online registration is closed.
Details

Sponsored by the BAMSL Probate & Trust Section

4.0 Missouri MCLE Hours (including 1.0 Ethics hour)

Please join us for this annual seminar featuring advanced instruction regarding estate planning techniques and topics.


 

Program Agenda:

12:30 p.m. - 1:00 p.m. -  Registration

 

1:00 p.m. - 1:50 p.m. - "So You Think You Know Everything About the Income Taxation of Life Insurance? Think Again!"

Speaker: Larry Brody, Partner, Bryan Cave LLP 

 

1:55 p.m. - 2:45 p.m. - "Are You Drafting to Protect Trust Assets from a Beneficiary's Divorce?"

Speaker: Keith Herman, Officer, Greensfelder Attorneys at Law

 

2:45 p.m. - 3:00 p.m. - Break

 

3:00 p.m. - 3:50 p.m. - "You Know How to Avoid Probate and Skip a Generation or Two, But Do You Really Understand the Complexities of Long-Term Care Planning?"

Speaker: Christine Alsop, Owner, The Elder and Disability Law Firm of Christine A. Alsop LLC

 

3:55 p.m. - 4:45 p.m. - "The Top Ten Risk Management Issues Every Estate Planning Attorney Needs to Understand!"

Speaker: Michael Downey, Partner, Armstrong Teasdale LLP

 

 

Program Chair:  
Deborah J. Smiley
PNC Wealth Management

 

In-Person Registration:

BAMSL Members $100.00

Non Members $150.00

 

eCLE Webcast- Register Here

 

About the Speakers:


Larry Brody
practices in the private client area. He is an adjunct professor at Washington University School of Law and a visiting adjunct professor at the University of Miami School of Law. He focuses his practice on estate planning for high net worth individuals and the use of life insurance in estate and non-qualified deferred compensation planning. He has authored two BNA Tax Management Portfolios, two books for the National Underwriter Company and is a frequent lecturer at national conferences on estate and insurance planning. Mr. Brody received the designation of Accredited Estate Planner by the National   Association of Estate Planners and Councils, and was one of ten individuals awarded its Distinguished Accredited Estate Planner designation in the initial class, in 2004. 

 

Keith Herman is an Officer in the Trusts & Estates Practice Group. Mr. Herman has a wide range of experience with estate planning, including the more sophisticated aspects of wealth preservation and transfer tax planning for high net worth individuals. He has worked extensively with retirement account planning, asset protection, and family owned business succession planning. Mr. Herman has published articles for Probate & Property, the St. Louis Bar Journal, the Missouri Bar Journal, St. Louis Lawyer, Advanced Underwriting Services Online, and is a frequent lecturer.  Mr. Herman is an elected Fellow  of the American College of Trust and Estate Counsel.    

 

Christine Alsop is the owner of The Elder and Disability Law Firm of Christine A. Alsop, LLC. She has extensive elder law experience as well as litigation and advocacy experience. She regularly represents fiduciaries and family members in contested  probate, trust and guardianship matters as well as fiduciary litigation. She graduated from Valparaiso University School of Law, where she was honored for her outstanding work in trial advocacy.     

 

Michael Downey is a legal ethics lawyer and litigation partner at Armstrong Teasdale LLP. His practice focuses on advising lawyers and law firms on legal ethics, risk management, and other liability issues, and representing lawyers and clients in legal malpractice and lawyer discipline cases. Mr.Downey teaches legal ethics to law students at Washington University and St. Louis University and chairs the ABA Law Practice Division. In 2014, he was named a "Most Influential Lawyer” by Missouri Lawyers Media for his legal ethics and bar work. Mr. Downey also authored the book Introduction to Law Firm Practice and writes regular ethics columns for the St. Louis Lawyer, National Law Journal, and ABA’s Litigation magazine. He has presented on legal ethics more than 250 times and testified as an expert witness in Missouri, Kansas, and the District of Columbia. Reach Mr. Downey at (314) 342-8072 or mdowney@armstrongteasdale.com.

 

 
 
 

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The Bar Association of Metropolitan St. Louis | 555 Washington Avenue, Suite 100 | St. Louis, MO 63101-1249 | (314) 421-4134 | Fax: (314) 421-0013

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