11th Annual Estate Planning Institute

April 25, 2008, 8:00am – 5:00pm
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.


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