Agenda / Content Covered

1. Will Strategies to Prevent Conflict and Confusion
   8:30 - 9:15 Written and Presented by Edwin N. McClure in North Little Rock and Fayetteville.
   
   1. Distribution of Assets
   2. Disinheriting Individuals
   3. No Contest Clauses
   4. Avoiding Mistakes That Invalidate Wills
2. Revocable Living Trust Tactics
   9:15 - 10:05 Written by David J. Davies. Presented by David J. Davies in North Little Rock and Edwin N. McClure in Fayetteville.
   
   1. Choosing the Right Trust Structure
   2. Asset Protection
   3. Beneficiary Protection
   4. Minimizing Estate Taxes
   5. Pour-Over Wills
3. Prenuptial Agreements as Estate Planning Tools
   10:20 - 11:05 Written and Presented by Edwin N. McClure in North Little Rock and Fayetteville
   
   1. Protecting Inheritances
   2. Family Business Considerations
   3. Child Support and Spousal Maintenance
4. Retirement Benefit Planning Techniques
   11:05 - 11:55 Written and Presented by Rufus E. Wolff in North Little Rock and Christopher D. Brockett in Fayetteville.
   
   1. Understanding IRS Rules
   2. Beneficiary Designations
   3. Tax Apportionment Clauses and Retirement Benefits
   4. Drafting IRA Trusts
5. Tax Minimization Tactics: Portability, Step-Up Basis and More
   12:55 - 1:45 Written and Presented by Rufus E. Wolff in North Little Rock and Christopher D. Brockett in Fayetteville.
   
   1. Federal Tax Planning
   2. State Tax Planning
   3. Portability Essentials
   4. Step-Up Basis Must-Haves
   5. Credit Shelter Trusts
6. Special Needs Trusts (SNTs) and ABLE Account Strategies
   1:45 - 2:35 Written by Vicki S. Vasser-Jenkins. Presented by David J. Davies in North Little Rock and Tamra L. Cochran in Fayetteville.
   
   1. Choosing the Right Vehicle
   2. Preserving Access to Public Benefits
   3. Essential Wording in Light of Restrictions
   4. ABLE Accounts vs. SNTs: When to Use
   5. ABLE Account Updates: What You Need to Know
7. Advance Directive Tips: Making Healthcare Wishes Explicit
   2:50 - 3:40 Written by Vicki S. Vasser-Jenkins. Presented by H. Brock Showalter in North Little Rock and Tamra L. Cochran in Fayetteville.
   
   1. Living Wills
   2. Medical Powers of Attorney
   3. Do Not Resuscitate (DNR) Orders, Do Not Intubate (DNI) Orders, etc.
   4. HIPAA Issues
8. Ethical Considerations
   3:40 - 4:40 Written by Melanie L. Grayson. Presented by Melanie L. Grayson in North Little Rock and Tamra L. Cochran in Fayetteville.
   
   1. Who is Your Client?
   2. Attorney Fees and Engagement Agreements
   3. Protecting Confidentiality in Storing Client Files and Electronic Communications
   4. Preventing Fiduciary Misconduct

CHRISTOPHER D. BROCKETT is a member at Robertson, Beasley, Shipley & Robinson, PLLC, of Fort Smith, Arkansas, with offices in Fort Smith, Springdale, Ozark and Little Rock. His primary practice areas are corporate formations and structuring; commercial and business litigation; state and federal tax controversy; tax planning and litigation; illegal exaction litigation; election challenges; probate administration; probate, trust and estate litigation; and estate planning. Mr. Brockett has authored Arkansas Probate and Estate Administration (2012 through current), Chapter 19 "Tax". He also serves as editor for the Arkansas Bar Association Probate and Trusts Law Review (2013 through present). Mr. Brockett has presented on a wide variety of topics at various legal seminars in Arkansas. He has served as an adjunct professor at the UALR William H. Bowen School of Law. Mr. Brockett is routinely named as one of the top attorneys in Little Rock by Soiree Magazine, a Rising Star in the tax practice area by Mid-South Super Lawyers, and was most recently named by Who’s Who as one of the top attorneys in North America for 2017 and 2018. He earned his B.S. degree from Arkansas Tech University, his J.D. degree from the University of Arkansas at Little Rock William H. Bowen School of Law, and his tax LL.M. degree from the University of Miami School of Law. (Fayetteville location)

TAMRA L. COCHRAN is a sole practitioner with the Cochran Law Firm, P.A., in Fayetteville, Arkansas, where her main areas of practice include representation of clients with regard to a wide range of estate planning and taxation issues; representing clients before state and federal taxing authorities; counsel and representation regarding elder law, Medicaid qualification issues, and asset protection planning; expert witness on tax matters in civil litigation; litigation involving will and trust contests; and ancillary issues. She is a frequent speaker on estate planning, planned giving, probate, and elder law issues. Ms. Cochran is a member of the American Bar Association (Probate and Trust Section and Tax Section); the Arkansas Bar Association (Probate and Trust Section, chair, vice-chair, secretary, and treasurer - June 2000 and June 2006); the Benton County Bar Association; the Washington County Bar Association; member of the board of the Arkansas Access to Justice Foundation; and the Arkansas Volunteer for the Elderly (volunteer attorney). She is licensed to practice before the United States Tax Court; the Arkansas federal courts; and all of the Arkansas state courts. Ms. Cochran earned her B.S.B.A. degree, with honors, from the University of Arkansas, Fayetteville; her J.D. degree, with honors, from the University of Arkansas School of Law, Fayetteville; and her LL.M. degree from the University of Florida, Gainesville. (Fayetteville location)

DAVID J. DAVIES is the owner of The Law Offices of David Davies, PLLC, where he practices elder law, estate planning, veterans law, special needs trusts, and business law. He is an accredited attorney with the Department of Veterans Affairs. Mr. Davies is admitted to practice in Arkansas, Tennessee, and Missouri. He is a member of the Arkansas Bar Association (Elder Law Section), American Bar Association (Trust and Estate Law Section), Academy of VA Pension Planners, National Care Planning Council, and the National Academy of Elder Law Attorneys. Mr. Davies earned his B.A. degree, with honors, from the University of Tulsa; and his J.D. degree, with honors, from the University of Arkansas School of Law. (North Little Rock location)

MELANIE L. GRAYSON is a partner in the Arkansas law firm of Grayson & Grayson, P.A., where she practices in the areas of nursing home litigation, probate, estate planning, and tax. She has previously spoken to various professional groups on estate planning techniques. Ms. Grayson has served as an adjunct professor at the University of Arkansas at Little Rock, teaching communications, regulations, and media law. She earned her B.A. degree from the University of Arkansas at Little Rock and her J.D. degree from the University of Arkansas at Little Rock School of Law. Ms. Grayson is a member of the Arkansas Bar Association, American Bar Association and the Arkansas Trial Lawyers Association. (North Little Rock location)

EDWIN N. McCLURE is a partner in the Arkansas law firm of Matthews, Campbell, Rhoads, McClure & Thompson, P.A., where he practices in the areas of criminal defense law, landlord/tenant law, and probate law. Mr. McClure has spoken extensively on topics related to his areas of practice; currently serves as the chair of the city of Rogers Historic District Commission; and is a trustee of First United Methodist Church in Rogers. He earned his B.A. degree from Simpson College and his J.D. degree from the University of Arkansas. Mr. McClure is a member of the Benton County (past president), Arkansas (former member of House of Delegates and Board of Governors), and American bar associations. He is admitted to the Arkansas and New York State bar associations and The Missouri Bar. (North Little Rock and Fayetteville locations)

H. BROCK SHOWALTER is a member of the law firms Showalter & Associates Injury & Criminal Lawyers PA, and Showalter Asset Management Firm PLLC, where his main areas of practice are criminal defense, personal injury, business, estate planning, Medicaid, and commercial litigation. He is a member of the Arkansas Trial Lawyers Association, Washington County Bar Association, Arkansas Bar Association, and the Arkansas Association of Criminal Defense Lawyers. Mr. Showalter earned his B.A. degree from Hendrix College, his M.B.A. degree from Webster University, and his J.D. and L.L.M. degrees from the University of Arkansas School of Law. (North Little Rock location)

RUFUS E. WOLFF is a principal in the Wolff & Ward, PLLC, where he practices primarily in the areas of business law, taxation, employee benefits, estate planning, wealth preservation, and asset protection. His practice focuses on the representation of owners of closely-held businesses, professionals and investors in the areas of tax, estate and business planning. Mr. Wolff has served as an adjunct professor at the University of Arkansas at Little Rock School of Law in corporate income taxation, and he has spoken for various professional groups on his areas of practice. He earned his B.S.B.A. degree from the University of Arkansas and his J.D. degree, with high honors, from the University of Arkansas at Little Rock. Mr. Wolff is a member of the Pulaski County, Arkansas (member, Taxation Section; and Trust and Probate Section) and American (member, Taxation, Labor and Real Estate Trust and Probate sections) bar associations; the American Institute of Certified Public Accountants; and the Arkansas Society of Certified Public Accountants. (North Little Rock location)