“Estate Planning for Professionals” Workshop
September 18 • Sioux City
Are you an attorney, trust officer or wealth management professional? Cover the trending topics, best practices and ethical issues surrounding estate planning with expert Charles D. “Skip” Fox IV and Thomas E. Simmons. Four Continuing Legal Education (CLE) credits, including 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
- 7:00 a.m.: Registration/Coffee
- 8:00-9:40 a.m.: Presentation: "Recent Developments: Judicial, Legislative and Regulatory Updates"
- 9:40-9:50 a.m.: Break
- 9:50-10:50 a.m.: Presentation: "What Should a Married Couple's Estate Plan Be Post 2019?"
- 10:50-11:00 a.m.: Break
- 11:00 a.m. -12:20 p.m.: Presentation: "Tales from the Crypt"
- 12:30-1:30 p.m.: Lunch and Presentation: "Estate Planning Ethics"
About the Speakers
As a member of the State Bar of South Dakota, Tom serves on its Real Property Probate and Trust Section’s Executive Board. He founded and chairs the State Bar’s Elder Law Committee. He serves on the Section of Real Property, Probate and Trust Law of the American Bar Association. Tom is the founder and President of Pooled Advocate Trust, Inc. (PATI) which manages South Dakota’s first pooled asset protection trust for individuals with disabilities.
Tom’s passion for writing and education is evident through his publication of wide ranging articles in national legal periodicals and his frequent public speaking engagements on estate planning, Medicaid and asset protection issues. Prior to joining Gunderson, Palmer, Nelson & Ashmore, LLP, he was a federal law clerk, a fourth grade teacher, and a college instructor of constitutional law. He recently moved to Vermillion after 35 years in Rapid City, South Dakota.
Sign Up Today
To register for the event, call (712) 277-6586 or fill out the following form: