8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 – 9:45 a.m.
10 (or more) Sections of the Probate
Code Every Scrivner Must Be Familiar With
– James T. McNary
9:45 – 10:30 a.m.
Beneficiary Designation
– Jennifer A. Lammers
10:30 – 10:45 a.m.
QUESTIONS & ANSWERS
10:45 – 11:00 a.m.
BREAK
11:00 – 11:45 a.m.
Portability for the Estate Tax Exemption
– Maybe You Can Take It with You When You Die (At Least for 2 years)
– Barry J. Newman
11:45 a.m. – 12:30 p.m.
The Corporate Trustee Isn’t Coming to
Dinner: Examining This and Other Advantages to Utilizing Corporate
Trustees in Estate Planning
– Adam D. Cox & Robin R. Tutt
12:30 – 1:15 p.m.
LUNCH (on your own)
1:15 – 2:00 p.m.
"Bleak House" Revisited or How Much
Justice Can Your Client Afford?
– William G. Peterson
2:00 – 2:15 p.m.
BREAK
2:15 – 3:00 p.m.
Disclaimers – Planning and
Administration
– Marya P. Robben
3:00 – 3:45 p.m.
Planning Concepts with Insurance
Products – "Have It Both Ways" Insurance Planning
– Robert Cohen
3:45 – 4:00 p.m.
QUESTIONS & ANSWERS