“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

Skip Fox

Charles D. "Skip" Fox IV is a partner in the Charlottesville office of McGuireWoods LLP and chair  of the firm’s Tax and Employee Benefits Department. Skip concentrates his practice in estate planning, estate administration, trust law, and charitable organizations.

Skip has been on the faculty of the American Bankers Association’s National Trust School and National Graduate Trust School since 1987. He was an Adjunct Professor at Northwestern University School of Law where he taught from 1983 to 2005 and has been an Adjunct Professor at the University of Virginia School of Law since 2006. He speaks extensively around the country on estate planning topics and is the co-presenter of the long-running monthly teleconference series on estate planning and fiduciary law issues sponsored by the American Bankers Association. Skip has contributed articles to numerous publications and is a regular columnist for the ABA Trust Newsletter on tax matters. 

He is the author or co-author of seven books on estate planning topics.  Skip is a Fellow and President-Elect of the American College of Trust and Estate Counsel.  He received his A.B. from Princeton, his M.A. from Yale, and his J.D. from the University of Virginia.  Skip’s wife, Beth, is a retired trust officer and they have two sons, Quent and Elm.

  • Thomas Simmons
  • Thomas E. Simmons is an estate planning and elder law attorney in Vermillion, S.D. and a full-time professor at the University of South Dakota School of Law. He was most recently a partner with the Rapid City law firm of Gunderson, Palmer, Nelson & Ashmore, LLP.

    Tom’s areas of practice include elder law, estate planning, trusts, asset protection, real property, guardianships and probate. He  received his Juris Doctor Degree from the University of South Dakota School of Law in 1998 and is licensed to practice law in South Dakota and Nebraska. He is also an accredited attorney by the Veteran’s Administration.

    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: