Presents Probate Estate Planning Conference · Birmingham Andrew J. Potts Law Of ces of Andrew J....

4
Probate Estate Planning Conference for Alabama Aorneys Earn all of your 2015 CLE at this one event! Call 800-727-5257 to register or visit us online at Mleesmith.com/probate-estate-al-DM WHEN: Thursday & Friday, May 14-15, 2015 WHERE: Birmingham Marriott SPEAKERS R. David Allen, Jr. Law Office of R. David Allen, Jr., P.C., Birmingham Jack Carney Carney Dye, LLC, Birmingham Ross Cohen Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, Birmingham Shannon Dye Carney Dye, LLC, Birmingham Brooke Everley Everley Law, LLC, Birmingham Lana Hawkins The Hawkins Law Firm, Arab Bradley W. Lard Bradley Arant Boult Cummings LLP, Birmingham Andrew J. Potts Law Offices of Andrew J. Potts, Birmingham Judy Shepura Dominick Feld Hyde, P.C., Birmingham Sid Summey White Arnold & Dowd P.C., Birmingham John Watts Watts & Herring, LLC, Birmingham GET 12 HOURS OF CLE! (11 HOURS OF GENERAL AND 1 HOUR OF ETHICS) The Probate & Estate Planning Conference for Alabama Attorneys packs two days with some of the state’s top estate planning and probate practitioners delivering critical guidance on the hottest topics and some of the most complex issues you’ll face. Your distinguished faculty will explain the very latest developments and strategies, including: • Advanced estate planning tips • Trusts – QPRTs, GRATs, CRATs, CLATs, and more • Drafting wills – “must have” provisions • Education trusts for children and grandchildren • Collecting, maintaining and managing estate assets • Estate planning for older clients – Medicaid eligibility and special needs trusts • VA pensions – a little known benefit that can aid your clients • Estate planning in family and other related businesses • Planning for second marriages • Whether or not to probate • Administering the estate – claims and creditors • Sample pour-over will and living trust agreements • Ethics rules affecting the estate planner Presents e 5th annual

Transcript of Presents Probate Estate Planning Conference · Birmingham Andrew J. Potts Law Of ces of Andrew J....

Page 1: Presents Probate Estate Planning Conference · Birmingham Andrew J. Potts Law Of ces of Andrew J. Potts, Birmingham Judy Shepura Dominick Feld Hyde, P.C., Birmingham Sid Summey White

Probate Estate Planning Conference

for Alabama Attorneys

Earn all of your 2015 CLE at this one event!

Call 800-727-5257 to register or visit us online at Mleesmith.com/probate-estate-al-DM

WHEN:

Thursday & Friday, May 14-15, 2015

WHERE:

Birmingham Marriott

SPEAKERS

R. David Allen, Jr. Law Office of R. David Allen, Jr., P.C., Birmingham

Jack Carney Carney Dye, LLC, Birmingham

Ross Cohen Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, Birmingham

Shannon Dye Carney Dye, LLC, Birmingham

Brooke Everley Everley Law, LLC, Birmingham

Lana Hawkins The Hawkins Law Firm, Arab

Bradley W. Lard Bradley Arant Boult Cummings LLP, Birmingham

Andrew J. Potts Law Offices of Andrew J. Potts, Birmingham

Judy Shepura Dominick Feld Hyde, P.C., Birmingham

Sid Summey White Arnold & Dowd P.C., Birmingham

John Watts Watts & Herring, LLC, Birmingham

GET 12HOURS OF CLE!(11 HOURS OF GENERAL AND

1 HOUR OF ETHICS)

The Probate & Estate Planning Conference for Alabama Attorneys packs two days with some of the state’s top estate planning and probate practitioners delivering critical guidance on the hottest topics and some of the most complex issues you’ll face. Your distinguished faculty will explain the very latest developments and strategies, including:

• Advanced estate planning tips

• Trusts – QPRTs, GRATs, CRATs, CLATs, and more

• Drafting wills – “must have” provisions

• Education trusts for children and grandchildren

• Collecting, maintaining and managing estate assets

• Estate planning for older clients – Medicaid eligibility and special needs trusts

• VA pensions – a little known benefit that can aid your clients

• Estate planning in family and other related businesses

• Planning for second marriages

• Whether or not to probate

• Administering the estate – claims and creditors

• Sample pour-over will and living trust agreements

• Ethics rules affecting the estate planner

100 Winners Circle, Suite 300. Brentwood, TN 37027

2859

4

10 REASONS YOU SHOULD ATTEND THIS SEMINAR

• Outstanding faculty. You’ll hear from leading attorneys in estate planning and probate practice in Alabama.

• Practical information. You’ll get practical information you can put to use in your practice immediately, including how to use trusts for tax reduction.

• Tips on estate planning. You’ll receive valuable tips on planning with trusts, including those that can be used in drafting QPRTs, GRATs, CRATs, and CLATs.

• Tips on will drafting. You’ll get practical pointers on drafting wills.

• Probate practice. Gain valuable information about opening and administering the estate as well as managing the estate’s inventory.

• Planning for older clients. Learn ways to assist your older clients, such as the use of discretionary trusts, revocable trusts, and special needs trusts.

• Timely topics. You’ll get information on Medicaid and family law issues, such as planning for second marriages.

• Estate planning after tax reform. Learn how your clients can benefit from the 2012 changes to the estate, gift, and generation-skipping transfer tax laws.

• Ethical considerations. You’ll learn about ethical issues that impact estate planning.

• CLE. You’ll earn up to 12 hours of CLE, including 1 hour of ethics.

Here’s what your colleagues said about last year’s Probate & Estate Planning

Conference for Alabama Attorneys:

“The seminar was very informative and provided great useful materials.”

“The seminar provided useful information on a wide range of issues. The speakers

varied from professors, a judge, and practicing attorneys so we could get a

look through all angles.”

“The location and facilities were great. The topics were useful, and the presenters

included good practical information in their materials.”

“The seminar covered a variety of applicable topics.”

REGISTRATION FORM. FOR ASSISTANCE, CALL 800-727-5257.q YES! I want to get up-to-date information on the latest and most significant developments affecting my clients and my practice. Please reserve my spot at the Probate & Estate Planning Conference for Alabama Attorneys. My registration includes the two-day conference, pages of valuable course materials, morning snacks, and up to 12 hours of CLE credit. If I am dissatisfied, I am entitled to a complete refund of my registration fee. Fee: $497 for entire program ($70 off for additional attendees from same firm), $347 for one day only, and $247 for materials

q Full Conference q Day 1 only (Thursday, May 14) q Day 2 only (Friday, May 15)

q Materials only ($247)

Card #: Exp. date: Signature:

Name: Title:

Company/Firm:

Address:

City: State: Zip:

Phone: Fax: E-mail: Offer Code: PDF

100% GuaranteeIf you are not completely satisfied after attending a M. Lee Smith Publishers event, let us know, and we will refund 100% of your registration fee-no questions asked. CLE: 12 hours of CLE (11 hours of general and 1 hour of ETHICS)

FEE$497 for entire program ($70 off for additional attendees from same firm), $347 for one day only, and $247 for materials

Cancellation Policy• A $50 processing fee applies to ALL

conference cancellations.• Registrants are responsible for the entire

program fee for a cancellation made after 5:00 p.m. three weeks prior to the event (whether or not you attend the program or fail to cancel).

• An alternate may attend in place of the original registrant.

ON THE WEB:Direct your browser toMleesmith.com/probate-estate-al-DM

BY PHONE:Call us toll-free800-727-5257

BY E-MAIL:E-mail us [email protected]

BY FAX:Fax completed form to 800-785-9212

BY MAIL:Detach form and mail

WE MAKE IT EASY TO REGISTER.

Presents The 5th annual

Page 2: Presents Probate Estate Planning Conference · Birmingham Andrew J. Potts Law Of ces of Andrew J. Potts, Birmingham Judy Shepura Dominick Feld Hyde, P.C., Birmingham Sid Summey White

AgendaThursday, May 14 (DAY 1)

Using Trusts for Older Clients 8:00 A.M. TO 9:00 A.M.Judy Shepura, Dominick Feld Hyde, P.C.

• Medicaid eligibility• Discretionary trusts• Revocable trusts• Special needs trusts• Avoiding probate• Testamentary trusts• Adult child supporting a parent• Selecting the right trustee

Trusts Used For Tax Reduction 9:00 A.M. TO 10:00 A.M.Brooke Everley, Everley Law, LLC

• Charitable remainder trusts• Qualified domestic trusts• Qualified personal residence trusts (QPRTs)• Defective trusts• Education trusts for children and grandchildren• Generation-skipping trusts• Funding the trust

– MORNING BREAK 10:00 A.M. TO 10:15 A.M. –

Estate Planning After Tax Reform 10:15 A.M. TO 11:15 A.M.Ross Cohen, Baker, Donelson, Bearman, Caldwell & Berkowitz, PCThe American Taxpayer Relief Act of 2012 made permanent and dramatic changes to the estate, gift and generation-skipping transfer tax laws. This presentation will focus on what you need to know for effective planning under the new regime.

VA Pension: How to Use a Little-Known Benefit to Aid Your Clients

11:15 A.M. TO 12:15 P.M.John Watts, Watts and Herring, LLC

• What this little known VA benefit is• The three requirements to qualify• The federal prohibition on charging fees• How this law and Medicaid work together

– LUNCH (ON YOUR OWN) 12:15 P.M. TO 1:30 P.M. –

Family Law Issues in Estate Planning 1:30 P.M. TO 2:30 P.M.Lana Hawkins, The Hawkins Law Firm

• Planning for second marriages• Children, step-children, disabled relatives• Incapacity and health care related issues• Estate planning in family and other related businesses• Same-sex couple issues• International estate planning• Charitable giving

Overview of Medicaid Planning 2:30 P.M. TO 3:30 P.M.John Watts, Watts and Herring, LLC

• Covered and non-covered services• Eligibility• Spousal impoverishment• Transfer of assets

Friday, May 15 (DAY 2)

Estate Administration A-Z 8:00 A.M. TO 9:00 A.M.R. David Allen, Jr., Law Office of R. David Allen, Jr., P.C.

• The will — to probate or not to probate?• Who’s your client — the estate or the executor?• Opening and administering the estate: Claims and creditors• Overview of intestate administration• Disclaimers, statutory exemptions, and elective share

Using Living Trusts and Powers of Attorney as Estate Planning Tools

9:00 A.M. TO 10:00 A.M.Jack Carney, Carney Dye, LLC

• Common elements in trust agreements• The revocable living trust—why you should use it• Disadvantages of revocable living trusts• Sample pour-over will and living trust agreements• Durable powers of attorney

– MORNING BREAK 10:00 A.M. TO 10:15 A.M. –

Ethics in Estate Planning 10:15 A.M. TO 11:15 A.M.Shannon Dye, Carney Dye, LLC

• Selected ethical rules affecting the estate planner• Who’s your client? Conflicts of interest• Competency — a word to the wise• Practice before the IRS• Attorney fees

Managing the Inventory 11:15 A.M. TO 12:15 P.M.Sid Summey, White Arnold & Dowd P.C.

• Statutory requirements and how they affect your case• Notice to creditors, beneficiaries and state agencies — what is

required• Collecting, maintaining and managing assets• Inventory problems

– LUNCH (ON YOUR OWN) 12:15 P.M. TO 1:30 P.M. –

Estate Planning in a Low Interest Rate Environment

1:30 P.M. TO 2:30 P.M.Bradley W. Lard, Bradley Arant Boult Cummings LLP

• Interest rates that affect estate planning• Qualified personal residence trust (QPRT)• Grantor retained annuity trust (GRAT)• Other transactions: Outright loans to family members,

self-canceling installment notes, and private annuities• Charitable remainder annuity trust (CRAT)• Charitable lead annuity trust (CLAT)

Drafting Wills 2:30 P.M. TO 3:30 P.M.Andrew J. Potts, Law Offices of Andrew J. Potts

• Checklist for gathering client information• Must-have provisions• Building flexibility into the plan• Keeping clients current on their wills• Practical pointers

Your Distinguished FacultyR. David Allen, Jr., with the Law Office of R. David Allen, Jr., P.C. in the Birmingham area, concentrates his practice in several areas, including Estate Planning and Administration, Probate, and Guardianships and Conservatorships. He is the CLE co-chair of the Probate Section of the Birmingham Bar Association for 2015.

Jack Carney, with Carney Dye, LLC in Birmingham, focuses on the areas of wills, estates and general business law. Prior to opening his law practice, he practiced for several years in a large law firm’s estate planning group. He received a chartered life underwriter (CLU) professional designation.

Ross Cohen, with Baker, Donelson, Bearman, Caldwell & Berkowitz, PC in Birmingham, represents clients in the areas of taxation and tax planning, wealth-transfer planning, estate planning, asset protection planning, business organizations, corporate law and mergers and acquisitions.

Shannon Dye, with Carney Dye, LLC in Birmingham, handles all types of estate planning, including wills, trusts, special needs trusts, and powers of attorney.

Brooke Everley, with Everley Law LLC in Birmingham, practices in the areas of estate and gift planning, estate and trust administration, probate, business succession planning, and general business and corporate law.

Lana Hawkins, with The Hawkins Law Firm in Arab, assists in a range of practice areas, including basic estate planning, including wills, medical directives, powers of attorney, and incapacity planning. She also provides more complex estate planning services and handles a wide range of Probate Law matters.

Bradley W. Lard, with Bradley Arant Boult Cummings LLP in Birmingham, is a member of the Firm’s Trusts and Estates Practice Group. His practice primarily involves estate and trust planning and administration, with an emphasis on the related income, estate, gift and generation-skipping transfer tax issues.

Andrew J. Potts, founder of the Law Offices of Andrew J. Potts in Birmingham, practices in the areas of estate planning, trust and estate administration, and general business planning. He is past chair of the Tax and the Elder Law Sections of the Alabama State Bar.

Judy Shepura, with Dominick Feld Hyde, P.C. in Birmingham, practices in the areas of estate planning and administration, probate law, trust law and special needs and elder law.

Sidney C. Summey, with White Arnold & Dowd P.C. in Birmingham, is recognized in the probate and civil courts in Alabama as a leader in the field of probate litigation, wills, trusts and estates, guardianships, and conservatorships.

John Watts, of Watts & Herring, LLC in Birmingham, helps Veterans qualify for service and non-service-related benefits (Aid and Attendance) as well as seniors to qualify for Alabama Medicaid without losing all of their assets.

This two-day seminar offers an insider’s perspective on the most significant recent developments in Alabama probate law and estate planning, including:

• Trusts used for tax reduction, including charitable remainder trusts, QPRTs, and more

• Estate planning after tax reform – what you need to know for effective planning following the changes to the estate, gift and generation-skipping transfer tax laws

• Family law issues in estate planning, such as same-sex couple issues

• Using trusts for older clients, including discretionary trusts, revocable trusts, and special needs trusts

• Managing the inventory, including what notice is required

• Estate planning in a low interest rate environment• Drafting wills, including a checklist for gathering client

information• Using living trusts and powers of attorney as estate

planning tools• Opening and administering the estate, including

sample probate forms• How VA aid and attendance benefit and Medicaid

work together• Ethics in estate planning – identifying the client,

conflicts, attorney fees, and more

BIRMINGHAM, ALABAMAThursday & Friday, May 14-15, 2015Birmingham Marriott

3590 Grandview ParkwayBirmingham, Alabama 35243For complete directions visit www.mleesmith.com/probate-estate-al-DM

Registration begins at 7:30 A.M. The conference begins at 8:00 A.M. and concludes at 3:30 P.M.(There will be a morning break, and attendees will have 1 hour and 15 minutes for lunch on their own)

CONFERENCE FEES$497 for entire program ($70 off for additional attendees from same firm), $347 for one day only, and $247 for materials

$50 early bird discount until April 3.

SPONSORED BYM. Lee Smith Publishers®, a division of BLR®,publisher of Alabama Law Weekly

Call 800-727-5257 to register or visit us online at Mleesmith.com/probate-estate-al-DM

ETHICS CREDIT

Page 3: Presents Probate Estate Planning Conference · Birmingham Andrew J. Potts Law Of ces of Andrew J. Potts, Birmingham Judy Shepura Dominick Feld Hyde, P.C., Birmingham Sid Summey White

AgendaThursday, May 14 (DAY 1)

Using Trusts for Older Clients 8:00 A.M. TO 9:00 A.M.Judy Shepura, Dominick Feld Hyde, P.C.

• Medicaid eligibility• Discretionary trusts• Revocable trusts• Special needs trusts• Avoiding probate• Testamentary trusts• Adult child supporting a parent• Selecting the right trustee

Trusts Used For Tax Reduction 9:00 A.M. TO 10:00 A.M.Brooke Everley, Everley Law, LLC

• Charitable remainder trusts• Qualified domestic trusts• Qualified personal residence trusts (QPRTs)• Defective trusts• Education trusts for children and grandchildren• Generation-skipping trusts• Funding the trust

– MORNING BREAK 10:00 A.M. TO 10:15 A.M. –

Estate Planning After Tax Reform 10:15 A.M. TO 11:15 A.M.Ross Cohen, Baker, Donelson, Bearman, Caldwell & Berkowitz, PCThe American Taxpayer Relief Act of 2012 made permanent and dramatic changes to the estate, gift and generation-skipping transfer tax laws. This presentation will focus on what you need to know for effective planning under the new regime.

VA Pension: How to Use a Little-Known Benefit to Aid Your Clients

11:15 A.M. TO 12:15 P.M.John Watts, Watts and Herring, LLC

• What this little known VA benefit is• The three requirements to qualify• The federal prohibition on charging fees• How this law and Medicaid work together

– LUNCH (ON YOUR OWN) 12:15 P.M. TO 1:30 P.M. –

Family Law Issues in Estate Planning 1:30 P.M. TO 2:30 P.M.Lana Hawkins, The Hawkins Law Firm

• Planning for second marriages• Children, step-children, disabled relatives• Incapacity and health care related issues• Estate planning in family and other related businesses• Same-sex couple issues• International estate planning• Charitable giving

Overview of Medicaid Planning 2:30 P.M. TO 3:30 P.M.John Watts, Watts and Herring, LLC

• Covered and non-covered services• Eligibility• Spousal impoverishment• Transfer of assets

Friday, May 15 (DAY 2)

Estate Administration A-Z 8:00 A.M. TO 9:00 A.M.R. David Allen, Jr., Law Office of R. David Allen, Jr., P.C.

• The will — to probate or not to probate?• Who’s your client — the estate or the executor?• Opening and administering the estate: Claims and creditors• Overview of intestate administration• Disclaimers, statutory exemptions, and elective share

Using Living Trusts and Powers of Attorney as Estate Planning Tools

9:00 A.M. TO 10:00 A.M.Jack Carney, Carney Dye, LLC

• Common elements in trust agreements• The revocable living trust—why you should use it• Disadvantages of revocable living trusts• Sample pour-over will and living trust agreements• Durable powers of attorney

– MORNING BREAK 10:00 A.M. TO 10:15 A.M. –

Ethics in Estate Planning 10:15 A.M. TO 11:15 A.M.Shannon Dye, Carney Dye, LLC

• Selected ethical rules affecting the estate planner• Who’s your client? Conflicts of interest• Competency — a word to the wise• Practice before the IRS• Attorney fees

Managing the Inventory 11:15 A.M. TO 12:15 P.M.Sid Summey, White Arnold & Dowd P.C.

• Statutory requirements and how they affect your case• Notice to creditors, beneficiaries and state agencies — what is

required• Collecting, maintaining and managing assets• Inventory problems

– LUNCH (ON YOUR OWN) 12:15 P.M. TO 1:30 P.M. –

Estate Planning in a Low Interest Rate Environment

1:30 P.M. TO 2:30 P.M.Bradley W. Lard, Bradley Arant Boult Cummings LLP

• Interest rates that affect estate planning• Qualified personal residence trust (QPRT)• Grantor retained annuity trust (GRAT)• Other transactions: Outright loans to family members,

self-canceling installment notes, and private annuities• Charitable remainder annuity trust (CRAT)• Charitable lead annuity trust (CLAT)

Drafting Wills 2:30 P.M. TO 3:30 P.M.Andrew J. Potts, Law Offices of Andrew J. Potts

• Checklist for gathering client information• Must-have provisions• Building flexibility into the plan• Keeping clients current on their wills• Practical pointers

Your Distinguished FacultyR. David Allen, Jr., with the Law Office of R. David Allen, Jr., P.C. in the Birmingham area, concentrates his practice in several areas, including Estate Planning and Administration, Probate, and Guardianships and Conservatorships. He is the CLE co-chair of the Probate Section of the Birmingham Bar Association for 2015.

Jack Carney, with Carney Dye, LLC in Birmingham, focuses on the areas of wills, estates and general business law. Prior to opening his law practice, he practiced for several years in a large law firm’s estate planning group. He received a chartered life underwriter (CLU) professional designation.

Ross Cohen, with Baker, Donelson, Bearman, Caldwell & Berkowitz, PC in Birmingham, represents clients in the areas of taxation and tax planning, wealth-transfer planning, estate planning, asset protection planning, business organizations, corporate law and mergers and acquisitions.

Shannon Dye, with Carney Dye, LLC in Birmingham, handles all types of estate planning, including wills, trusts, special needs trusts, and powers of attorney.

Brooke Everley, with Everley Law LLC in Birmingham, practices in the areas of estate and gift planning, estate and trust administration, probate, business succession planning, and general business and corporate law.

Lana Hawkins, with The Hawkins Law Firm in Arab, assists in a range of practice areas, including basic estate planning, including wills, medical directives, powers of attorney, and incapacity planning. She also provides more complex estate planning services and handles a wide range of Probate Law matters.

Bradley W. Lard, with Bradley Arant Boult Cummings LLP in Birmingham, is a member of the Firm’s Trusts and Estates Practice Group. His practice primarily involves estate and trust planning and administration, with an emphasis on the related income, estate, gift and generation-skipping transfer tax issues.

Andrew J. Potts, founder of the Law Offices of Andrew J. Potts in Birmingham, practices in the areas of estate planning, trust and estate administration, and general business planning. He is past chair of the Tax and the Elder Law Sections of the Alabama State Bar.

Judy Shepura, with Dominick Feld Hyde, P.C. in Birmingham, practices in the areas of estate planning and administration, probate law, trust law and special needs and elder law.

Sidney C. Summey, with White Arnold & Dowd P.C. in Birmingham, is recognized in the probate and civil courts in Alabama as a leader in the field of probate litigation, wills, trusts and estates, guardianships, and conservatorships.

John Watts, of Watts & Herring, LLC in Birmingham, helps Veterans qualify for service and non-service-related benefits (Aid and Attendance) as well as seniors to qualify for Alabama Medicaid without losing all of their assets.

This two-day seminar offers an insider’s perspective on the most significant recent developments in Alabama probate law and estate planning, including:

• Trusts used for tax reduction, including charitable remainder trusts, QPRTs, and more

• Estate planning after tax reform – what you need to know for effective planning following the changes to the estate, gift and generation-skipping transfer tax laws

• Family law issues in estate planning, such as same-sex couple issues

• Using trusts for older clients, including discretionary trusts, revocable trusts, and special needs trusts

• Managing the inventory, including what notice is required

• Estate planning in a low interest rate environment• Drafting wills, including a checklist for gathering client

information• Using living trusts and powers of attorney as estate

planning tools• Opening and administering the estate, including

sample probate forms• How VA aid and attendance benefit and Medicaid

work together• Ethics in estate planning – identifying the client,

conflicts, attorney fees, and more

BIRMINGHAM, ALABAMAThursday & Friday, May 14-15, 2015Birmingham Marriott

3590 Grandview ParkwayBirmingham, Alabama 35243For complete directions visit www.mleesmith.com/probate-estate-al-DM

Registration begins at 7:30 A.M. The conference begins at 8:00 A.M. and concludes at 3:30 P.M.(There will be a morning break, and attendees will have 1 hour and 15 minutes for lunch on their own)

CONFERENCE FEES$497 for entire program ($70 off for additional attendees from same firm), $347 for one day only, and $247 for materials

$50 early bird discount until April 3.

SPONSORED BYM. Lee Smith Publishers®, a division of BLR®,publisher of Alabama Law Weekly

Call 800-727-5257 to register or visit us online at Mleesmith.com/probate-estate-al-DM

ETHICS CREDIT

Page 4: Presents Probate Estate Planning Conference · Birmingham Andrew J. Potts Law Of ces of Andrew J. Potts, Birmingham Judy Shepura Dominick Feld Hyde, P.C., Birmingham Sid Summey White

Probate Estate Planning Conference

for Alabama Attorneys

Earn all of your 2015 CLE at this one event!

Call 800-727-5257 to register or visit us online at Mleesmith.com/probate-estate-al-DM

WHEN:

Thursday & Friday, May 14-15, 2015

WHERE:

Birmingham Marriott

SPEAKERS

R. David Allen, Jr. Law Office of R. David Allen, Jr., P.C., Birmingham

Jack Carney Carney Dye, LLC, Birmingham

Ross Cohen Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, Birmingham

Shannon Dye Carney Dye, LLC, Birmingham

Brooke Everley Everley Law, LLC, Birmingham

Lana Hawkins The Hawkins Law Firm, Arab

Bradley W. Lard Bradley Arant Boult Cummings LLP, Birmingham

Andrew J. Potts Law Offices of Andrew J. Potts, Birmingham

Judy Shepura Dominick Feld Hyde, P.C., Birmingham

Sid Summey White Arnold & Dowd P.C., Birmingham

John Watts Watts & Herring, LLC, Birmingham

GET 12HOURS OF CLE!(11 HOURS OF GENERAL AND

1 HOUR OF ETHICS)

The Probate & Estate Planning Conference for Alabama Attorneys packs two days with some of the state’s top estate planning and probate practitioners delivering critical guidance on the hottest topics and some of the most complex issues you’ll face. Your distinguished faculty will explain the very latest developments and strategies, including:

• Advanced estate planning tips

• Trusts – QPRTs, GRATs, CRATs, CLATs, and more

• Drafting wills – “must have” provisions

• Education trusts for children and grandchildren

• Collecting, maintaining and managing estate assets

• Estate planning for older clients – Medicaid eligibility and special needs trusts

• VA pensions – a little known benefit that can aid your clients

• Estate planning in family and other related businesses

• Planning for second marriages

• Whether or not to probate

• Administering the estate – claims and creditors

• Sample pour-over will and living trust agreements

• Ethics rules affecting the estate planner

100 Winners Circle, Suite 300. Brentwood, TN 37027

2859

4

10 REASONS YOU SHOULD ATTEND THIS SEMINAR

• Outstanding faculty. You’ll hear from leading attorneys in estate planning and probate practice in Alabama.

• Practical information. You’ll get practical information you can put to use in your practice immediately, including how to use trusts for tax reduction.

• Tips on estate planning. You’ll receive valuable tips on planning with trusts, including those that can be used in drafting QPRTs, GRATs, CRATs, and CLATs.

• Tips on will drafting. You’ll get practical pointers on drafting wills.

• Probate practice. Gain valuable information about opening and administering the estate as well as managing the estate’s inventory.

• Planning for older clients. Learn ways to assist your older clients, such as the use of discretionary trusts, revocable trusts, and special needs trusts.

• Timely topics. You’ll get information on Medicaid and family law issues, such as planning for second marriages.

• Estate planning after tax reform. Learn how your clients can benefit from the 2012 changes to the estate, gift, and generation-skipping transfer tax laws.

• Ethical considerations. You’ll learn about ethical issues that impact estate planning.

• CLE. You’ll earn up to 12 hours of CLE, including 1 hour of ethics.

Here’s what your colleagues said about last year’s Probate & Estate Planning

Conference for Alabama Attorneys:

“The seminar was very informative and provided great useful materials.”

“The seminar provided useful information on a wide range of issues. The speakers

varied from professors, a judge, and practicing attorneys so we could get a

look through all angles.”

“The location and facilities were great. The topics were useful, and the presenters

included good practical information in their materials.”

“The seminar covered a variety of applicable topics.”

REGISTRATION FORM. FOR ASSISTANCE, CALL 800-727-5257.q YES! I want to get up-to-date information on the latest and most significant developments affecting my clients and my practice. Please reserve my spot at the Probate & Estate Planning Conference for Alabama Attorneys. My registration includes the two-day conference, pages of valuable course materials, morning snacks, and up to 12 hours of CLE credit. If I am dissatisfied, I am entitled to a complete refund of my registration fee. Fee: $497 for entire program ($70 off for additional attendees from same firm), $347 for one day only, and $247 for materials

q Full Conference q Day 1 only (Thursday, May 14) q Day 2 only (Friday, May 15)

q Materials only ($247)

Card #: Exp. date: Signature:

Name: Title:

Company/Firm:

Address:

City: State: Zip:

Phone: Fax: E-mail: Offer Code: PDF

100% GuaranteeIf you are not completely satisfied after attending a M. Lee Smith Publishers event, let us know, and we will refund 100% of your registration fee-no questions asked. CLE: 12 hours of CLE (11 hours of general and 1 hour of ETHICS)

FEE$497 for entire program ($70 off for additional attendees from same firm), $347 for one day only, and $247 for materials

Cancellation Policy• A $50 processing fee applies to ALL

conference cancellations.• Registrants are responsible for the entire

program fee for a cancellation made after 5:00 p.m. three weeks prior to the event (whether or not you attend the program or fail to cancel).

• An alternate may attend in place of the original registrant.

ON THE WEB:Direct your browser toMleesmith.com/probate-estate-al-DM

BY PHONE:Call us toll-free800-727-5257

BY E-MAIL:E-mail us [email protected]

BY FAX:Fax completed form to 800-785-9212

BY MAIL:Detach form and mail

WE MAKE IT EASY TO REGISTER.

Presents The 5th annual