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Probate, Trust & Elder Law

Guardianships 2022: Balancing Due Process and Best Interests

Thursday, Sept. 15 | 2 - 2:50 PM
Tuesday, Sept. 20 | 11 AM | Virtual

1.0 MCLE

Moderator: Deputy Comm. Misty A. Watson, 21st Judicial Circuit Court, St. Louis

Presented by: Heather M. Hall, Schormann Law Firm LLC, Kansas City; Joshua S. Rose, Kirkland Woods & Martinsen LLP, St. Louis 

The primary purpose of guardianship is to protect the well-being of individuals who are unable to care for themselves. Over time, however, a predisposition toward the beneficial aspects of guardianship has overshadowed the reality that guardianship entails a loss of fundamental liberties. Through case studies, this presentation revisits the statutory and procedural safeguards that protect respondents and their right to due process, and offers practical advice for navigating your next guardianship case.

Cryptocurrency and Its Effect on Estate Planning

Thursday, Sept. 15 | 3:05 - 3:55 PM
Tuesday, Sept. 20 | 12 PM | Virtual

1.0 MCLE

Presented by: Nik Fahrer, FORVIS LLP, Denver, Colorado; Andrew T. Peebles, Carnahan Evans PC, Springfield 

This presentation will highlight the fundamentals of cryptocurrency and the application of this emerging technology to estate planning and estate administration. Attendees will learn:

  • The history of cryptocurrency and basic mechanics
  • Tax treatment of cryptocurrency
  • How cryptocurrency is valued, managed, and distributed to beneficiaries under an estate plan
  • Planning tips for estate planning clients who own cryptocurrency
  • What we can expect in the future for this emerging technology

Who Owns the File

Thursday, Sept. 15 | 4:10 - 5 PM
Wednesday, Sept. 21 | 11 AM | Virtual

1.0 MCLE (Qualifies for 1.0 Ethics)

Presented by: John M. Challis, Kirkland, Woods & Martensen LLP, St. Louis; Michael P. Downey, Downey Law Group LLC, St. Louis

Alternatives to Full Administration – What to Do When You Have Too Little, or You Are Too Late

Friday, Sept. 16 | 9 - 9:50 AM
Wednesday, Sept. 21 | 12 PM | Virtual

1.0 MCLE

Presented by: Comm. William J. Gust, 21st Judicial Circuit Court, St. Louis; Timothy F. McCurdy, Mitchell, Brown & Associates LLC, Kirkwood

This program will be an interactive CLE exploring the options and ramifications of representing a client in a decedent estate probate context without opening a full administration. The topics covered will include refusals, small estates, heirships, and other statutory options. The program will walk through hypothetical fact patterns, statutory language, and strategy involved in choosing not to open a full estate.

What You Don’t Know Can Bite You - Practical Considerations for Clients Who Farm

Friday, Sept. 16 | 10:05 - 10:55 AM
Thursday, Sept. 22 | 11 AM | Virtual

1.0 MCLE

Presented by: Connie S. Haden, The Law Firm of Haden & Colbert, Columbia

With the high cost of real estate, equipment and inputs, planning to transition the family farm to the next generation is complex. This program will focus on key concepts you need to know as you speak with farm clients, including how to structure business entities and federal farm programs. 

Serving Underrepresented Communities in Estate Planning and Administration

Friday, Sept. 16 | 11:10 AM - 12 PM
Thursday, Sept. 22 | 12 PM | Virtual

1.0 MCLE (Qualifies for 1.0 Elimination of Bias)

Presented by: Judge Mark A. Styles, 16th Judicial Circuit Court, Kansas City; Daniel P. Wheeler, Kirkland Woods & Martinsen LLP, Liberty