35th Annual Midwest/Midsouth Estate Planning Institute Thursday, Friday & Saturday July 24, 25 & 26, 2008 University of Kentucky College of Law Lexington, Kentucky

Topics Include:

• Exploitation of the Elderly in Estate Planning (Grandma Got Run Over by a Caretaker!)
• Exploitation of the Elderly: A Trust Officer’s Perspective (Grandma’s Trust Officer 2nd Victim Identified in the Hit and Run!)
• Medicaid & Elder Law Issues
• Social Security Issues
• Estate Conservation Planning Techniques & Traps
• Practical Estate and Charitable Planning Ideas & Options for the Client with an IRA or Qualified Retirement Plan
• Ethics: Avoiding Litigation, Malpractice and Disciplinary Complaints in Estate Planning and Administration
• Notable Developments in Estate Planning: 2007-2008
• Kentucky Estate Planning & Trust/Fiduciary Law Update
• Tales from the Dark Side: Fiduciary Perspectives on Trust Drafting
• Navigating the Trustee’s Duty to Disclose
• Often Overlooked Elements of Business Succession Planning
• Educating the Next Generation: Because Money Doesn’t Come with Instructions
• Publicity “Tests” and (Dis)agreements: Evaluating Risks and Rewards of Testamentary and Revocable Trust Planning
• The Uniform Trust Code: An Introduction to & Discussion of the Case Law Thereon
• Estate Planning for Couples in a Second Marriage
• An “Interview” with Professor David English on Uniform State Laws and Kentucky’s Problems

The preconference program qualifies for 6.5 hours of CLE credit, including 1 hour of ethics. The main conference program qualifiies for 10 hours of CLE credit, including 1 hour of ethics. Together, these programs qualify for 16.5 hours of CLE credit, including 2 hours of ethics credit.

Click here to download a .PDF brochure of this conference.

Click here to download an interactive PDF registration form that you can fill out electronically and mail or fax to us.

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