2023 Estate Planning for Professionals Workshop

October 25, 2023
South Sioux City Marriott Riverfront
7:30 a.m. - 1:35 p.m.

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 Natalie Lynner.  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
  • 8:00-10:10 a.m.:  Scouting Report:  Recent Developments in Trust and Estate Law
         Part 1:  Developments in Tax Law
         Part II:  Fiduciary Administration and Litigation
  • 10:20-11:20 a.m.:  Charitable Planning:  Opportunities in Charitable Planning for Future Generations
  • 11:30 a.m.-12:30 p.m.:  Marital Planning:  The Second Half of the Better Half of Estate Planning
  • 12:35-1:35 p.m.: Lunch and Presentation: Artificial Intelligence and Legal Ethics

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.

Natalie Lynner is a professor of law at Drake University Law School. She teaches in the area of wills and trusts, property, and tax. Her primary research interests include digital asset succession, property rights, and state intestacy laws. Her scholarship focuses on how American succession law should adapt to the changing nature of property in the digital age. Professor Lynner has given speeches on digital asset planning at law schools across the nation. She has published articles in the UCLA Law Review, the Iowa Law Review, the North Carolina Law Review, and the Fordham Law Review. Professor Lynner has served as the chair of the American Association of Law Schools (AALS) Trusts and Estates Section as well as an executive member of the AALS Real Property Section. She is admitted to the bars of the District of Columbia and California and is an honorary member of the Iowa State Bar.


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Questions?  Contact Katy Karrer, kkarrer@snbonline.com or 712.277.6511