CLE: 29th Annual Trust & Estate Planning Institute
Thu, May 3, 2018
12:10 PM - 4:50 PM CT
|11:45 a.m.||Registration||No Lunch|
|12:00 p.m.||Welcome and Opening Remarks|
|12:10 - 1:00 p.m.||Do "Huge" Changes in the Tax Law Make Estate Planning Great Again?||Charles A. (Clary) Redd, Stinson Leonard Street LLP|
|1:05 - 1:55 p.m.||Decanting in 2018 and Beyond - A Trap or a Solution?||
Scott T. Filmore, Stinson Leonard Street LLP
Lacey Searfoss, Thompson Coburn LLP
Doug Stanley, Bryan Cave
|2:00 - 2:50 p.m.||Special Needs Trust Administration: Navigating the Landmines||
Christine A. Alsop, The Elder & Disability Advocacy Firm of Christine A. Alsop, LLC
Julie Berkowitz, CELA®, Law Office of Julie Berkowitz
|2:50 - 3:05 p.m.||Break||Light Refreshments Provided|
|3:05 -3:55 p.m. (BREAKOUT SESSION)||Auditorium - Income Tax Planning is the New Estate Tax Planning||Keith A. Herman, Greensfelder, Hemker & Gale, P.C.|
|Conference Room - Don't Draft an Unintentionally Defective Trust: Some Practical Drafting Considerations||Jay E. Harker, Senior Vice President, Stifel Trust Company, N.A.|
|4:00 - 4:50 p.m. (ETHICS)||Ethical Traps, Potholes, and Detours for the Trust and Estate Attorney||T. Jack Challis, Managing Director, Midwest Trust Company of Missouri|
Charles A. Redd is a partner in the St. Louis, Missouri, office of the law firm of Stinson Leonard Street LLP. Mr. Redd concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. Prior to joining Stinson, Mr. Redd was a partner in and Vice Chairman of the Trusts & Estates Practice Group at the law firm of SNR Denton US LLP (now Dentons US LLP). Mr. Redd was also previously a partner in the law firm of Armstrong, Teasdale, Schlafly & Davis (now Armstrong Teasdale LLP) and was Chairman of that firm’s Trusts & Estates Department. He was previously employed as a Trust Administrator by First Wisconsin Trust Company (now U.S. Bank, N.A.), Milwaukee,Wisconsin, and as an Assistant Counsel by Centerre Trust Company of St. Louis (now U.S.Trust, Bank of America Private Wealth Management). Mr. Redd has extensive experience and expertise in: (a) the drafting of wills, trust instruments, durable powers of attorney, marital agreements and other estate planning documents; (b) pre- and post-death tax planning for individuals, trusts and estates; (c) preparation and filing of estate tax returns, gift tax returns and fiduciary income tax returns; (d) representation and filing of estate tax returns, gift tax returns and fiduciary income tax returns; (e) representation of individual and corporate fiduciaries and (f) litigation in the Probate Division and other equity divisions of the Circuit Court. Mr. Redd has worked on estates and estate planning projects, some involving assets valued at over a billion dollars, and has successfully handled numerous estate tax, gift tax and generation-skipping transfer tax matters, will and trust construction cases, will contests, contests of trust agreements, alleged breach of fiduciary duty cases and other types of cases involving estates and trusts. Mr. Redd is a member of the State Bar of Wisconsin, The Missouri Bar (Probate and Trust Committee), the Illinois State Bar Association (Section on Trusts and Estates), The Bar Association of Metropolitan St. Louis (Probate and Trust Section, member and past chairman) and the Estate Planning Council of St. Louis. Mr. Redd was Chairman of the Missouri Bar’s Health Care Durable Power of Attorney Subcommittee, and he played a significant role in the drafting and enactment of the Missouri Durable Power of Attorney for Health Care Act. In 1991, Mr. Redd received The Missouri Bar President’s Award. Mr. Redd was the principal draftsman of the recently enacted Missouri Family Trust Company Act. Mr. Redd is an elected member of The American Law Institute and a Fellow of The American College of Trust and Estate Counsel (Past Missouri State Chair; Past Regent; Communications Committee (Past Chair); Estate and Gift Tax Committee; and Fiduciary Litigation Committee). He was an adjunct professor of law (Estate Planning) at Northwestern University School of Law for fifteen years. He serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, TRUSTS & ESTATES magazine. Mr. Redd is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. He frequently writes and lectures nationally on topics in the trusts and estates field.
Scott T. Filmore practices law in the area of estate planning, trust and estate administration, and trust and estate-related litigation. In particular, Scott consults with high net worth clients in the design and implementation of their estate plans; advises clients regarding the modification of irrevocable trusts, whether through a court proceeding or through a non-judicial agreement; represents both individuals and corporate fiduciaries in litigation matters involving trusts and estates; advises corporate and individual fiduciaries and beneficiaries concerning the administration of estates and trusts; and prepares fiduciary, estate and gift tax returns and defends clients in IRS audits. Scott is a Fellow of the American College of Trust and Estate Council and is a member of the College's Employee Benefits in Estate Planning Committee. He is active in the drafting of Missouri Bar-sponsored legislation, and currently serves on the Uniform Trust Decanting Act Subcommittee of the Missouri Bar Probate and Trust Division. He currently serves on the Board of the Estate Planning Council of St. Louis and the Probate and Trust Steering Committee of the Bar Association of Metropolitan St. Louis. Scott is a regular speaker and writer on tax, trusts and estates topics. Scott received his LL.M in Taxation from New York University School of Law in 2002 and his J.D. from University of Kansas School of Law in 2001.
Lacey Searfoss is currently a Partner at Thompson Coburn LLP. She has extensive experience in all aspects of estate planning, estate and trust administration and charitable giving. Lacey assists clients in developing estate plans designed to maximize family wealth and minimize income and estate taxes. Lacey also works with closely-held businesses, for tax planning, business succession planning, and general business needs. In addition to her estate and trust practice, Lacey has experience in advising and representing nonprofit organizations with respect to the process of organizing and obtaining tax exempt status as well as ongoing operational matters.
Doug Stanley is a Partner at Bryan Cave Leighton Paisner’s St. Louis office. Doug counsels and advises clients, including high net-worth individuals, professionals and entrepreneurs, on a wide range of sophisticated estate planning, tax and fiduciary matters. His broad practice includes estate planning and administration as well as income tax planning, with a particular emphasis in the areas of wealth transfer tax planning and wealth transfer strategies. Doug has experience in individual estate administration, closely-held business succession planning, asset protection and tax financial planning. As co-leader of the firm’s Trusts and Estates Fiduciary Litigation Team, a significant portion of Doug’s practice is dedicated to fiduciary conflict resolution and tax controversy work, including representation of clients in trust and estate administration disputes in local and federal courts, during IRS audits and in the U.S. Tax Court. Mr. Stanley is a member of the Fiduciary Litigation Committee and the State Law Committee of ACTEC. He is frequently called upon to speak on fiduciary topics throughout the United States. Doug is currently an adjunct professor in Tax at Washington University School of Law and a Fellow of the American College of Trust and Estate Counsel.
Christine A. Alsop is the owner of The Elder and Disability Law Firm of Christine A. Alsop, LLC and has extensive elder law experience as well as significant litigation and advocacy experience. She graduated from Valparaiso University School of Law, where she was honored for her outstanding work in trial advocacy. Christine has been licensed since 1989 and has been an elder law attorney since 2002. Prior to practicing in elder law, Christine was a trial attorney. She has provided advice for both institutional and individual fiduciaries. She regularly represents fiduciaries and family members in contested probate, trust and guardianship matters, as well as, fiduciary litigation. She has extensive experience in helping families with long term care issues, including Medicaid, Veteran’s Benefits, Estate Planning, Asset Protection and Special Needs Trusts. She is a member of both the Missouri and Illinois Bars and is also admitted to practice before the United States Supreme Court. She is a member of the National Academy of Elder Law Attorneys and served as Chair of the Advocacy and Litigation Section of that organization. She has served as a member of the Board of Directors of the local chapter of the National Academy of Elder Law Attorneys and she is a member of the Missouri Association of Trial Attorneys (MATA). She was a member of the National Alliance of Medicare Set-Aside Professionals (NAMSAP), and is a current member of Elder Care Matters Alliance, Elder Counsel and The Academy of Special Needs Planners. She served as the Chair of the Elder Law Committee for the Missouri Bar. She served as a board member and the President of the Board of Directors of the Mid-East Area Agency on Aging (MEAAA) (the Meals-on-Wheels organization). She has served on the Board of Directors for the Down Syndrome Association of Greater St. Louis (DSAGSL). She currently serves on the board of the American Parkinson Disease Association-Greater St. Louis Chapter. She has been retained as an expert in several personal injury matters to give opinions in contested court proceedings on matters involving Medicare Set-Aside Arrangements and Lien Resolution issues. Christine is asked to speak frequently before both attorneys and other members of the community on elder law and advocacy issues. Christine co-taught the 2012 Fall Semester of the Elder Law class at St. Louis University School of Law in St. Louis, Missouri along with an elder law colleague. Christine authored the update to the Missouri Bar Elder Law Practice Desk Book on Retirement Benefits and has written various articles and presentations on numerous elder law topics.
Julie Berkowitz is an Elder Law Attorney who focuses her practice on Medicaid Eligibility, Medicaid Estate Recovery Issues, Estate Planning, Special Needs Trusts, Probate Administration, Trust Administration, Guardianships and Conservatorships. She has over twenty years of experience in Elder Law. Julie received a Bachelor of Arts degree in Philosophy from the University of Nebraska in 1986. She received her law degree from Washington University Law in St. Louis in 1989. In 2001, Julie became one of four attorneys in the State of Missouri to become certified by the National Elder Law Foundation as a Certified Elder Law Attorney (“CELA”). There are currently twelve attorneys in the State of Missouri with this certification. The National Elder Law Foundation is approved by the American Bar Association. However, neither the Supreme Court of Missouri nor The Missouri Bar reviews or approves specialist designations or certifying organizations. Julie was the Chairman of the Elder Law Committee for the Bar Association of Metropolitan St. Louis (“BAMSL”) for the years 2003, 2004 and 2005. She is a member of the Elder Law Committee of The Missouri Bar, the Probate Committee of The Missouri Bar, the Missouri Chapter of the National Academy of Elder Law Attorneys (“MONAELA”), as well as the National Academy of Elder Law Attorneys (“NAELA”). Julie is also a volunteer attorney for the Volunteer Lawyers Program for Legal Services of Eastern Missouri. Julie has been a frequent speaker on Elder Law issues for both The Missouri Bar and MONAELA continuing legal education (“CLE”) programs. She has been an adjunct professor for Saint Louis University School of Law teaching a course on Elder Law. She has also written extensively on Medicaid eligibility issues in Missouri. She is the author of the chapter entitled “MO HealthNet” in The Missouri Bar’s Elder Law desk reference book. She is a co-author of the chapter entitled “Planning for Minors, Elderly, and Disabled Persons and Planning for Medicaid and Government Benefits” in The Missouri Bar’s Estate Planning desk reference book. She is also the author of the Medicaid section of the Senior Citizen’s Handbook, which is published by The Missouri Bar and Legal Services of Eastern Missouri.
Keith A. Herman is the leader of the Trusts & Estates Practice Group at Greensfelder, Hemker & Gale, P.C., and works with clients ranging from multi-generation families, family offices, small business owners, and wealthy individuals. He works closely with his clients’ wealth planners, accountants, and other advisors to coordinate the clients’ financial affairs and facilitate the transition of wealth in the most efficient manner. Mr. Herman has a wide range of experience, including the more sophisticated aspects of wealth preservation and transfer tax planning for wealthy individuals. Mr. Herman is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a certified Trust and Estate Practitioner with STEP, a global professional association for those who practice in family inheritance and succession planning. He is also a member of the American Bar Association’s Real Property, Probate & Trust Law Section, the Missouri Bar’s Probate & Trust Law Committee, the Estate Planning Council of St. Louis, and the Planned Giving Advisory Council of the St. Louis Public Library Foundation.
Jay E. Harker has been in the trust industry since 1982, and is currently Senior Vice President at Stifel Trust Company, N.A. in St. Louis, Missouri. Jay is a long-time member of the Estate Planning Council of St. Louis and the Bar Association of Metropolitan St. Louis (BAMSL). He has served as Chair of BAMSL’s Probate and Trust Law Steering Committee, and of the Missouri Bar’s Corporate Fiduciary Subcommittee, and has authored numerous articles and presented educational seminars for attorneys, CPAs, clients, and financial advisors nationwide. Jay graduated from St. Louis University School of Law (cum laude) in 1991, where he was Assistant Managing Editor of the St. Louis University Law Journal, and he holds a Ph.D. (summa cum laude) in Philosophy from the University of Illinois. He is admitted to practice in Missouri and Illinois. In addition, Jay successfully completed the Certified Trust and Financial Advisor (CTFA) education program through the Institute of Certified Bankers, and the CFP® Professional Education Program through the College for Financial Planning (but is not currently a certified CFP®).
T. Jack Challis is an honors graduate of St. Louis University School of Law and a graduate of Creighton University, Omaha, Nebraska. Mr. Challis served as Law Clerk to the Honorable John E. Bardgett, Supreme Court of Missouri. Mr. Challis has been a principal in the Wealth Preservation Group of the St. Louis County law firm of Suelthaus & Walsh, P.C. and was a founding partner of Nichols & Challis law firm. He was most recently a shareholder and Chair of the Wealth Planning Group of the Polsinelli Law Firm in its St. Louis, Missouri office. Mr. Challis is now Managing Director, Estate Planning Strategies, at Midwest Trust Company in Clayton, Missouri. Mr. Challis has served as Chair of the Probate and Trust Section of the Bar Association of Metropolitan St. Louis and as Chair of the Missouri Bar Probate and Trust Law Committee. He has also served as a member of the Board of Directors of the Estate Planning Council of St. Louis. He is listed in The Best Lawyers in America and in Missouri and Kansas Super Lawyers. Mr. Challis has been an Adjunct Professor in the School of Law at Saint Louis University. He was named by the Missouri Supreme Court as General Chair of the St. Louis County Disciplinary Committee., Office of the Chief Disciplinary Counsel (OCDC). Mr. Challis is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and has served as Missouri State Chair for the College. He is also a member of the College’s Fiduciary Litigation Committee and State Laws Committee. Mr. Challis is active in community affairs. He has served on the Board of Directors of the Alzheimer’s Association of St. Louis (Chair), the Missouri Heart Association (Chair) and Cardinal Ritter Senior Services in St. Louis.
Missouri Bar, MCLE Department
Credit has been approved with the Missouri Bar, MCLE Department for 4.00 MO MCLE credits and 1.00 MO Professionalism, Substance Abuse and Mental Health, Legal or Judicial Ethics, Malpractice Prevent credit.
Free parking spaces provided on the surface lot of the Donald Danforth Plant Science Center campus. First-come, first-served basis.
It is BAMSL's policy to collect payment for events, meetings, and seminars prior to admittance to the event. If payment is not made during registration for the event then you will be required to pay upon check-in at the event. BAMSL may collect an administrative fee for registration cancellations or transfers made within seven (7) days of an event: $10 for one-hour CLE seminars, $25 for half-day CLE seminars and ticketed social and membership events, and $50 for full-day CLE seminars and conferences. Due to the cost of catering, no refunds will be given for pre-ordered meals unless BAMSL received the cancellation request at least seven (7) days prior to the event. All registration change, cancellation, and refund requests should be made in writing.
Thu, May 3, 2018
12:10 PM - 4:50 PM CT