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LEGAL SERVICES OF EASTERN MISSOURI ESTATE PLANNING CLE, 2022

Hosted by Burger Law Firm

Thursday, June 30, 2022 at 11am – 2pm via Zoom

This Seminar included tips to hone and update your estate planning skills by learning from these three great speakers:

Michael Cherba
RiezmanBerger

“Everything Ethics in Estates”

Michael will outline the key ethical
considerations practitioners face in estate planning/guardianships/powers of attorney

 

Steve Gorin
Thompson Coburn LLP

“Fiduciary Income Tax Strategies for IRA’s”

Steve will review the types of trusts most likely used in light of the proposed regulations under the SECURE Act.  Form language will be provided.  We will examine strategies for ameliorating the harsh income tax treatment that can apply when trusts are beneficiaries of IRAs.  Finally, we will discuss how charitable remainder trusts can defer income taxation during a beneficiary’s life.

Debra Schuster
Paule Camazine & Blumenthal, PC

“The Latest & Greatest in Elder Law”

Debra will update us on recent developments in Elder Law with great tips to help your clients. 

This CLE was been approved for 3.0 hours of Missouri CLE credits, including 1.0 hour of Ethics.

THANK YOU TO ALL WHO JOINED US!

If you have any questions about this CLE Session, please contact Jennifer Slosar at jaslosar@lsem.org

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Legal Services of Eastern Missoui: Action.Justice.Hope.

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