Held on Friday, November 8, 2013 — 8 am – 12 noonCatholic Pastoral Conference Center -- 7501 NW Expressway, Oklahoma City, 73132
2013 Presenter: Charles A. "Clary" Redd will present the course. Mr. Redd concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation and has an active practice with the St. Louis based law firm of Stinson Morris Hecker LLP. He has extensive experience and expertise in the drafting of wills, trust instruments, durable powers of attorney, marital agreements and other estate planning documents. Redd received his law degree from St. Louis University in 1979 where he also received a B.A. in History, summa cum laude, in 1976. He is a member of Phi Beta Kappa. He is an elected member of The American Law Institute, a fellow of The American College of Trust and Estate Counsel and an adjunct professor of law (Estate Planning) at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of Trusts & Estates magazine. He speaks and writes frequently on topics in the trusts and estates field.2013 Course Topics include “Planning in the Penumbra of Permanent Exemptions and Portability.” This subject will include the estate planning provisions of the American Taxpayer Relief Act of 2012 (including “portability”), President Obama’s estate planning “hit list,” new marital deduction opportunities and obstacles, important recent developments in the field of asset protection (especially in connection with inherited IRAs) and the use (and misuse) of defined value formula clauses. The second course topic is “Drafting and Administering Discretionary Trusts (Including Incentive Trusts.” Subjects to be covered in this session will include absolute discretion vs. ascertainable standards in making distributions, whether other resources may or must be considered in making distributions, the effect of spendthrift provisions and use of trust dispositive provisions for protection against claims of beneficiaries’ creditors and to promote (or to discourage) certain behaviors by beneficiaries. The third topic and 4th hour of the morning session is entitled “Ethical Traps in Estate Planning and Estate Administration – From the Obvious to the Arcane.” This will qualify for one hour of ethics and will include the duty to file an amended tax return, a lawyer’s maintaining custody of original estate planning documents, the extent to which a lawyer may or must go in protecting clients from themselves, a lawyer’s duty to non-clients and the unique issues that arise in representing disabled clients.This course has been approved by the Mandatory Continuing Legal Education Commission of Oklahoma for a maximum of 4.00 credit hours, of which 1.00 hour is credit covering ethics.
CHECK BACK AFTER LABOR DAY 2014 FOR THE NEXT "CONTINUING EDUCATION 2014 ESTATE PLANNING COURSE" registration.
Catholic Foundation of Oklahoma7501 NW Expressway Oklahoma City, OK 73132 • 405-721-4115 • email@example.com