University Club
Registration Cost: $225
Mark your calendar for the 11th Annual Estate Planning Institute. The conference will include such noted speakers as Professor Grace Giesel; and Homer Parrent, III, Parrent and Oyler.
We will seek approval for at least 7 CLE hours, including 2 ethics hours, from the Kentucky Bar Association.
Registration
To register online, please click on the following link:Estate Planning Registration form.
You may also register by phone. Contact Peggy Bratcher at 502-852-1669.Agenda
| 7:45 a.m. | Registration |
| 8:30 a.m. | Welcome Jim Chen, Dean and Professor of Law University of Louisville Brandeis School of Law Moderator for Morning Session Norvie L. Lay, Professor of Law University of Louisville Brandeis School of Law |
| 8:45 - 10:45 a.m. | Recent Developments in Legal Ethics: Mass Tort Settlements, Metadata, and Other Topics Grace M. Giesel, Distinguished Teaching Professor and Jemes R. Merritt Fellow University of Louisville Brandeis School of Law |
| 10:45 - 11 a.m. | Break |
| 11 - Noon | Avoiding Problems with FLPs and LLCs J. David Porter, Esq., Stites & Harbison Lexington, Kentucky |
| 1:15 - 2:15 p.m. | Recent Developments in Fiduciary Litigation Homer Parrent, III, Esq. Parrent & Oyler Louisville, Kentucky |
| 2:15 - 3:15 p.m. | Kentucky Probate and Trust Law Update James C. Worthington, Esq. Vice President, Stock Yards Bank & Trust Co. Louisville, Kentucky |
| 3:15 - 3:30 p.m. | Break |
| 3:30 - 4:30 p.m. | Estate Planning and Retirement Plans Henry T.C. (Tip) Richmond, III, Esq. Greenbaum, Doll & McDonald, PLLC Lexington, Kentucky |
| 4:30 - 5:30 p.m. | Charitable Allocation Clauses Kelly S. Henry, Esq. Wyatt, Tarrant & Combs, LLP Louisville, Kentucky |
| 5:30 p.m. | Adjournment |