Agenda / Content Covered

All times are shown in Eastern time.

1. Tailoring the Plan to the Client's Needs, Choice of Entity and Business Structure Implications
   10:00 - 10:30, Roger J. McClure
2. Sale of All or Part of an Existing Business, Before and After Death
   10:30 - 11:15, Roger J. McClure
3. Business Valuation: Addressing Recent Market Changes
   11:30 - 12:00, Roger J. McClure
4. Tax Update; Planning; and Reporting of Gifts, Transfers, and Ownership
   12:00 - 12:45, Neal B. Jannol
5. Structuring Intra-Family Transfers
   12:45 - 1:15, Neal B. Jannol
6. Current Insurance Issues in Business and Estate Planning
   1:45 - 2:15, John R. Bedosky
7. Loss and Bankruptcy: Opportunities for Relief
   2:15 - 2:45, Katharine B. Clark
8. Planning for Incapacity
   2:45 - 3:15, Morris R. Saunders
9. The Use of Annuities and Self-Cancelling Installment Notes
   3:30 - 4:00, John Bedosky
10. Legal Ethics in Estate Planning
    4:00 - 5:00, Mary L. Wilson
    1. Data Security and Confidentiality Issues
    2. Attorney Fees, Engagement Agreements, Client Trust Accounts
    3. Common Conflicts of Interest

Accreditation Details:

JOHN R. BEDOSKY is of counsel to Hinman, Howard & Kattell, LLP, active in its estate planning practice group, and is a senior consultant with The Lustig Group, LLC. He has extensive experience representing individual and business clients in a variety of estate planning matters, including business succession planning; family wealth accumulation, preservation and transfer planning; estate and trust administration; fiduciary litigation; and related taxation matters. Mr. Bedosky has been an adjunct professor of law at the University of Minnesota Law School, the University of St. Thomas, and William Mitchell College of Law; an adjunct business taxation professor at the University of Minnesota’s Carlson School of Management; and a visiting professor of law at William Mitchell College of Law. He earned his B.S. degree, magna cum laude, from Villanova University; and his J.D. degree, magna cum laude, Syracuse Law Review, from Syracuse University College of Law. Mr. Bedosky earned his L.L.M. degree (estate planning) from the University of Miami School of Law.

KATHARINE B. CLARK is a partner in the law firm of Thompson Coburn LLP, where she represents clients before bankruptcy courts, federal and state trial courts, arbitration panels, and appellate courts nationwide. She routinely handles bankruptcy and insolvency litigation, including the representation of debtors, banks, court-appointed fiduciaries, and creditors in Chapter 11, 7, 15, and 13 bankruptcies. Ms. Clark has broad commercial litigation experience related to troubled and insolvent businesses. Her experience includes representing companies, fiduciaries, lenders, secured and unsecured creditors, as well as constituencies from every segment of the capital structure in federal and state court reorganization, liquidation, and litigation proceedings. Ms. Clark has helped clients navigate insolvency matters involving billions of dollars in liabilities. She earned her B.A. degree, magna cum laude, from Austin College; and her J.D. degree, cum laude, Order of the Coif, from SMU Dedman School of Law. Ms. Clark is a member of the International Women's Insolvency and Restructuring Confederation (IWIRC), State Bar of Texas, American Bar Association, and the Bar Association of the Fifth Circuit.

NEAL B. JANNOL is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.

ROGER J. McCLURE is a practicing attorney with Washington Wealth Counsellors®, and has more than 35 years of experience. He maintains a business, estate and charitable planning law practice based in Virginia. He has conducted civil and criminal trials in local courts, represented creditors in bankruptcy proceedings, and litigated antitrust and trade regulation cases involving the largest corporations in America in federal regulatory proceedings. Mr. McClure served 10 years in the Virginia Legislature (House of Delegates) and is past president of the Northern Virginia Estate Planning Council and the Northern Virginia Apartment Association. He has published books and articles in ABA publications. Through WealthCounsel and his professional associations, he works with professionals in every state to assist their clients in solving problems and enhancing planning. Mr. McClure holds an undergraduate degree in international studies; a Masters degree in political science from Northwestern University; and his J.D. degree, with honors, from The Ohio State University Law School.

MORRIS R. SAUNDERS is a partner in the Chicago law firm of Levin Ginsburg. He concentrates his practice in the areas of wealth management, asset protection, estate planning, business planning and taxation law, real estate, ownership and management succession, and deferred compensation. Mr. Saunders also deals extensively in business succession, and in the negotiation and preparation of commercial real estate and equipment leases, and other business agreements. He is a member of the Illinois State and American bar associations. Mr. Saunders has spoken to various professional and community groups about estate planning, trusts, estates, business succession planning, and deferred compensation. He earned his B.A. degree from the University of Virginia; his J.D. degree from The John Marshall Law School; and his LL.M. degree from DePaul University College of Law.

MARY L. WILSON is an elder law attorney in Omaha. She serves as an attorney for Aging Partners, the local agency on aging that focuses on planning, coordinating and advocating for older adults in an eight-county area. She is the first Nebraskan attorney inducted into the National Elder Rights Hall of Fame and received the Paul Lichterman award for outstanding delivery of legal services to the elderly from the American Bar Association. Ms. Wilson has taught law and aging at the University of Omaha, and is currently teaching at Creighton University School of Law. She is a member of the Nebraska State and American bar associations. Ms. Wilson earned her B.A. degree from Wayne State College and her J.D. degree from Creighton University School of Law.