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Posted in Legal Services of Eastern Missouri on June 1, 2022   |  by Gary Burger

Free Estate Planning CLE

LSEM is hosting a free virtual zoom CLE on Thursday June 30, 2022 from 11:00 a.m. to 2:00 p.m. As usual, we will have nuts and bolts presentations with robust written materials

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  • "Everything Ethics in Estates" - Michael Cherba will outline the key ethical considerations practitioners face in estate planning, guardianships, and powers of attorney.
  • "Fiduciary Income Tax Strategies for IRA's" Steve Gorin will review the types of trusts most likely used in light of the proposed regulations under the SECURE Act. We will examine strategies for ameliorating the harsh income tax treatment that can apply when trusts are beneficiaries of IRA's, and we will discuss how charitable remainder trusts can defer income taxation during a beneficiary's life.
  • "The Latest & Greatest in Elder Law" Debra Schuster will update us on recent developments in Elder Law with great tips to help your clients.

The CLE session has 3.0 hours of Missouri CLE credits pending, including 1.0 hours of Ethics.

I hope to see you there!

Register Here