Why You Should Attend This program will provide an overview of drafting estate planning documents, including wills, trusts, durable powers of 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. Asigni cant port ionofthe prog ramfocuses 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 terroremprovisions, the impact of non-probate transfers, and equality among client’s descendants. You won’t want to miss this program. Register today! St. Charles April 1, 2011 St. Charles Convention CenterKansas City April 29, 2011 Hampton Inn & Suites Country Club Plaza Springfeld May 6, 2011 Doubletree Hotel Jefferson City May 19, 2011 Truman Hotel 5 0 Years o f e xcellence C L E M o B a r MCLE hours www .mobarcle .org Live Program 3.9 Drafting Estate Planning Documents
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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:
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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.
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
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
Signature ________________________________________________ (Required for credit card purchase)
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
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