2022 Estate Planning for Professionals Workshop

October 13 • South Sioux City Marriott Riverfront

Are you an Attorney, Trust Officer or Wealth Management professional? Cover the trending topics, best practices and ethical issues surrounding estate planning with experts Stephen W. Murphy and David Whitesock.  Five Continuing Legal Education (CLE) credits, to include one hour of ethics, will be available for those practicing in the states of Iowa and Nebraska. Additional credit options may be available.

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Schedule of Events

  • 7:30 a.m.: Registration, Breakfast and Coffee
  • 7:50-8:00 a.m.: Welcome and Introduction
  • 8:00-9:00 a.m.: Presentation:  Trust & Estate Scouting Report - Part I
  • 9:00-9:10 a.m.: Break
  • 9:10-10:10 a.m.: Presentation:  Trust & Estate Scouting Report - Part II
  • 10:10-10:20 a.m.: Break
  • 10:20 a.m.-11:20 p.m.: Presentation:  Trust & Estate Scouting Report - Part III
  • 11:20-11:30 a.m.: Break
  • 11:30-12:30 p.m.: Presentation: The "Better Half" of Estate Planning
  • 12:30-12:35 p.m.: Break
  • 12:35-1:35 p.m.: Lunch and Presentation:  A Lawyer's Guide to Mental Fitness and Building Resilience

About the Speakers

    Stephen MurphyStephen W. Murphy is a partner in the Private Wealth Services Group of McGuireWoods LLP, in the Charlottesville, Virginia office.  Steve advises clients regarding sophisticated estate plans, and he also advises fiduciaries regarding the administration of complex estates and trusts, including issues related to investments, distributions, allocations of income and principal, and tax matters. 

    He regularly lectures and publishes on a variety of legal topics relating to estate planning and trust and estate administration, including the modification of irrevocable trusts, domestic asset protection trusts, investments and the Prudent Investor Rule, the use of arbitration clauses in wills and trusts, estate planning for owners of closely-held businesses, and issues related to income tax, estate tax, and generation-skipping transfer tax. 

    Steve is a lecturer in law at the University of Virginia School of Law, where he teaches Trust & Estate Administration and the advanced seminar, Estate Planning: Principles & Practice.  He has also served as an adjunct professor at the Washington & Lee University School of Law.  He received his J.D. and Ph.D. from the University of Virginia, where he was an editor of the Virginia Law Review and received the Ritter Award for “honor, character, and integrity.”  He lives in Albemarle County, Virginia with his wife and their four school-aged children.

David Whitesock

David Whitesock is CEO and Founder of Commonly Well. He has led innovative and entrepreneurial programs in addiction, recovery, and technology since 2004. While designing new approaches to peer coaching, he developed the Recovery Capital Index® (RCI). The RCI is a scientifically validated assessment that measures recovery and overall wellbeing. David founded Commonly Well in 2020 to broaden the reach and impact of the Recovery Capital Index. Through Commonly Well, David also works with healthcare systems and behavioral health clinics to design and implement improved patient experiences.

David is a regular speaker and advocate for addiction and mental health. He focuses his advocacy on improving wellbeing for fellow attorneys and reducing impaired driving. David is a licensed member of the South Dakota Bar.

David lives and works out of Potsdam, NY, where his wife and beagle enjoy exploring the expanse of the Adirondacks.

 

How to Register

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