Continuing Education Program

In an effort to familiarize area Attorneys, Accountants, Financial Planners and Trust Officers with the Catholic Foundation and its mission, the Foundation has sponsored five Annual Continuing Education Courses in Estate Planning. The Annual Course continues to seek Mandatory Continuing Legal Education credit from the Oklahoma Bar Association for four hours of credit including one hour of ethics. Attendance Certificates are available for other group that require continuing education such as Certified Financial Planners and the Oklahoma Society of CPAs.

Approximately 130 persons attended the course in October 2016.

Estate Planning 2017 Course Registration Open

for Attorneys, Accountants, Financial Planners & Trust Officers

Sponsored by

to be held on Friday, November 17, 2017 —    8 am – 12 noon
Catholic Pastoral Conference Center -- 7501 NW Expressway, Oklahoma City, 73132

2017 Presenters:  Cynda Ottaway is a Director of the Oklahoma City law firm ofCrowe & Dunlevy. She chairs the firm’s Private Wealth & Closely-Held Business Practice Group in the Oklahoma City office. Her practice focuses on estate planning, trust and estate administration and litigation and planning for closely-held family businesses. Cynda has experience in wealth transfer techniques and assists individuals and businesses with succession planning. Cynda serves as immediate past president of the American College of Trust and Estate Counsel (ACTEC) and is a frequent speaker and writer, having served as co-reporter for the ACTEC Commentaries on the Model Rules of Professional Conduct, Fourth Edition, 2006. She has served in several other leadership roles with ACTEC including the Executive Committee and the Board of Regents and served as president of the ACTEC Foundation. Cynda is the recipient of many honors, awards and rankings including Oklahoma Super Lawyers, Estate Planning and Probate, 2006-present.

Lauren Ottaway Johnson is an associate in the Oklahoma City office of Crowe & Dunlevy. Lauren’s areas of practice include wealth planning, tax-exempt organizations, trusts and estates and taxation. She is a member of the firm’s Private Wealth & Closely Held Business and Taxation Practice Groups.  Lauren earned her Juris Doctor from Boston University’s School of Law, graduating cum laude. While attending law school she served as a member of the American Journal of Law & Medicine. Additionally, Lauren earned her Master of Laws degree in Taxation and an Estate Planning Certificate from Georgetown Law Center in Washington, D.C. Lauren is a graduate of Washington and Lee University with a Bachelor of Arts in history. Active in the community, Lauren was selected for inclusion in the 2013-14 Leadership Oklahoma City LOYAL Class IX, and was a recipient of the 2014 NextGen Under 30 award and The Journal Record 2016 Achievers Under 40 award.

Topic 1: Potpourri of Ideas with Concentration on Recent Oklahoma Developments includes a discussion on transfer-on-death conveyances and accounts, recent legislation to provide default of health care representatives in the absence of advance directives or durable powers of attorney, review last year’s legislation to adopt a procedure in Oklahoma for doctors and physicians to sign a “POLST” which is a more detailed version of a do-not-resuscitate order, consider pending legislation for decanting trusts.

Topic 2: Estate Planning Current Developments on a National Level includes a summary of Top 10 list of major developments in the estate planning world in the past year. Discussion of the effect of the new Trump Administration and the Republican’s proposals regarding tax reform including the transfer tax. Estate planning considerations in the face of legislative uncertainties.

Topic 3:  Charitable Planning with Retirement Assets includes examining various techniques for including charities in the disposition of qualified retirement plan assets. With an increasing amount of Retirement Account assets (principally in the form of IRAs and other retirement plan assets) being transferred in the estates of decedents, there can be sizable taxable income to the beneficiaries when they receive a payment. This topic explores ways to minimize or eliminate the transfer creating an income tax liability and the ways that testamentary transfers to charities are best structured.

Topic 4 :  Ethics: Recommendations and guidelines for engaging your Clients include scenarios to illustrate the proper use and improper use of engagement letters. Because of the critical importance of engagement letters, the American College of Trust and Estate Counsel organization has developed a series of forms of engagement letter. The sample engagement letters address the ethical issues that may arise as a trust and estate lawyer and a client collaborate in establishing the nature and scope of a representation.