2025 Estate Planning for Professionals Seminar
Tuesday, October 28, 2024
7:30 a.m.-1:45 p.m.
South Sioux City Marriott Riverfront
385 E 4th Street, South Sioux City, NE 68776
Are you an Attorney, Trust Officer or Wealth Management professional? Join Security National Wealth Management for a day of expert analysis, practical knowledge, and networking opportunities with fellow professionals in the field. Stay ahead in the ever-evolving landscape of trust and estate planning.
Cover the trending topics, best practices and wellness issues surrounding estate planning with expert Stephen W. Murphy, Jessica Barnes and Michelle Halladay. Four Continuing Legal Education (CLE) credits plus one hour of wellness, will be available for those practicing in the states of Iowa and Nebraska. Additional credit options may be available.
Schedule of Events
7:30 a.m.: Check in, Breakfast and Coffee
7:50-8:00 a.m.: Welcome and Introduction
8:00-9:00 a.m.: Scouting Report: Recent Developments in Trust and Estate Law with Stephen Murphy, Partner, McGuireWoods LLP
9:00-9:10 a.m.: Break
9:10-10:10 a.m.: Scouting Report (continued)
10:10-10:20 a.m.: Break
10:20-11:20 a.m.: Estate Planning after the One Big Beautiful Bill Act: The New Normal (for Now) with Stephen Murphy, Partner, McGuireWoods LLP
11:20-11:30 a.m.: Break
11:30-12:30 p.m.: Portability Planning: Strategies, Opportunities, and Pitfalls for Estate Tax Planning with Stephen Murphy, Partner, McGuireWoods LLP
12:30-12:45 p.m.: Lunch Break
12:45-1:45 p.m.: Lawyer Wellness with Jessica Barnes, LICSW, CCBHC Project Director, Heartland Counseling Services and Michelle Halladay, MS, LIMHP, LADC, LPC, LMHC, Clinical Services Director, Heartland Counseling Services
ABOUT THE SPEAKERS
Stephen W. Murphy
Partner
McGuireWoods LLC
Steve is the former chair of the firm’s private wealth services group. He helps his clients develop and administer thoughtful estate plans that navigate complex issues. He is a frequent author and speaker, and he is a lecturer at the University of Virginia School of Law, where he teaches courses on trusts and estates. Steve also is the host of the Legacy Planning, Once Removed podcast on thoughtful estate planning.
Steve lives in Albemarle County, Virginia with his wife and their four school-aged children.
Jessica Barnes, LICSW, CCBHC
Project Director
Heartland Counseling Services
Jessica Barnes is Heartland's CCBHC Project Director and continues to provide therapy to all ages and specializes in trauma, specifically Trauma Focused Cognitive Behavioral Therapy. Jessica is passionate about working with individuals with complex trauma as well as educating others about Trauma-informed care. Jessica also focuses on working with people with Severe and Persistent Mental Illness and Personality Disorders.
Jessica was born and raised in Siouxland and lives with her husband and two children. She enjoys spending time with family & friends, watching all kinds of sports, spending time outdoors, and visiting Okoboji in the summer.
Michelle Halladay, MS, LIMHP, LADC, LPC, LMHC
Clinical Services Director
Heartland Counseling Services
Michelle is Clinical Services Director at Heartland Counseling Services, Inc.. Since joining Heartland, she has served as internship coordinator, mental health administrator, and now oversees all mental health and substance use therapy programs. Michelle is trained as an adoption-competent counselor and specializes in trauma. She also contributes to community initiatives, including co-founding the Trees of Hope program to support families in need during the holidays.
Michelle, a Nebraska native, and her husband Kelly have two children Mason and Kinsey and reside in Salix, Iowa. If not at work, Michelle can be found watching baseball or crafting.
REGISTER HERE