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Conference

2020 Annual Estate, Trust & Elder Law Institute Video Recordings & Course Materials | Self-Study


Practice Area:
Elder |  Trusts, Estate Planning & Probate
License:
Access for 1 year(s) after purchase.


Description

These video recordings & course materials from the 2020 Annual Estate, Trust & Elder Law Conference include quality CLE programing delivered by our knowledgeable faculty of attorneys, judges, and industry experts. Click on the Schedule tab to view the session topics that were presented and included in this self-study product.

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

Faculty

Christine Alsop's Profile

Christine Alsop Related seminars and products

Elder & Disability Advocacy Firm


Christine A. Alsop, owner of The Elder and Disability Law Firm of Christine A. Alsop, LLC has extensive elder law experience as well as significant litigation and advocacy experience. She graduated from Valparaiso University School of Law, where she was honored for her outstanding work in trial advocacy. She has provided advice for both institutional and individual fiduciaries. She regularly represents fiduciaries and family members in contested probate, trust and guardianship matters as well as fiduciary litigation. She is also experienced in helping families with long term care issues, including Medicaid, Veteran’s Benefits, Estate Planning, Asset Protection and Special Needs Trusts. She is a member of both the Missouri and Illinois Bars and is also admitted to practice before the United States Supreme Court. She is a member of the National Academy of Elder Law Attorneys and served as Chair of the Advocacy and Litigation Section of that organization. She has served as a member of the Board of Directors of the local chapter of the National Academy of Elder Law Attorneys and she is a member of the Missouri Association of Trial Attorneys. She is a member of Elder Care Matters Alliance, Elder Counsel and The Academy of Special Needs Planners. She has served as the Chair of the Elder Law Committee for the Missouri Bar. She has served as a member of the Board of Directors of the Mid-East Area Agency on Aging (MEAAA) and as the President of that organization. She has served on the Board of Directors for the Down Syndrome Association of Greater St. Louis (DSAGSL). She currently serves as President of the Board of the St. Louis Chapter of The American Parkinson Disease Association (APDA). Ms. Alsop also taught the Fall Semester of the Elder Law class at St. Louis University School of Law in St. Louis, Missouri along with another elder lawyer colleague. She has presented at numerous seminars for attorneys and other professionals regarding such topics as Medicaid, Capacity and Guardianship, Medicare Set-Asides, Veteran’s Benefits, Elder Abuse, Planning for People with Disabilities, Special Needs Trusts, and Estate Planning 

 


John Banjak's Profile

John Banjak Related seminars and products

Principal & General Counsel

Banjak & Associates, LLC


John T. Banjak, Esq. is a principal and general counsel of True Title Company, LLC, a full-service residential and commercial title agency based in St. Louis, Missouri, and managing member of Banjak & Associates, a law firm specializing in real estate and business transactions. John earned his B.S. degree in Finance from Indiana University and his J.D. law degree from Washington University in St. Louis. He has extensive experience in all facets of the title insurance & real estate industries from a legal, title underwriting and consulting standpoint.

Before opening True Title in 2012, John served as president and general counsel for three reputable St. Louis title agencies and as regional underwriting counsel for a national title insurance underwriter.  He also served as senior vice president and general counsel for Pulaski Bank. Prior to entering the title insurance field, John worked as a private practice attorney and as an assistant attorney general for the state of Missouri.

He is licensed to practice law in Missouri, and is a member of the Bar Association of Metropolitan St. Louis. John lectures frequently on real estate and title-related matters for organizations such as National Business Institute, Lorman Educational Services, Missouri Land Title Association and The Missouri Bar. He previously taught real estate law as an adjunct instructor for the St. Louis Community College District. Community involvement has included serving as Civil Service Hearing Commissioner for Metropolitan Sewer District and Chairman of City of Kirkwood Citizen’s Finance Committee, and currently as board member for AMIkids St. Louis and Kirkwood School District Foundation Board.


John Challis's Profile

John Challis Related seminars and products

Kirkland Woods & Martinsen LLP


John Challis is a partner with Kirkland Woods & Martinsen in Clayton. He is an ACTEC fellow that specializes in fiduciary litigation. John is a frequent speaker, the Chair of the Missouri Bar Fiduciary Litigation Committee, and was named 2020 Lawyer of the Year by Best Lawyers for Fiduciary Litigation.


T. Challis's Profile

T. Challis Related seminars and products

Midwest Trust Company


T. Jack Challis is Managing Director of Midwest Trust Company in St. Louis. He has practiced Trust and Estate Law for more than 45 years. Mr. Challis has served in many Bar leadership positions. He is a 30+ year Fellow of ACTEC and former Chair of OCDC, Region X.


Amy DeGraeve's Profile

Amy DeGraeve Related seminars and products

The Counts Law Firm, LLC


Amy DeGraeve joined The Counts Law Firm, LLC after practicing with a Midwestern-based, nationally recognized firm where she specialized in estate and trust litigation, estate and trust administration and estate planning. She is experienced in trust and probate litigation. She provides a well-rounded view of the probate and trust administration and planning process, with knowledge through her litigation experience of how and when estate planning concepts can go awry and how to avoid disastrous results. Amy achieved her LL.M. in taxation and has experience with high net-worth planning and tax preparation for estate and gift tax returns. Her goal is to become her clients' "problem solver" by offering efficient solutions for litigation, pre-litigation, administration and tax and estate planning issues.

Amy is a graduate of the UMKC School of Law, where she was a teaching assistant for the legal writing program and a published member of the UMKC Law Review. She attained her LL.M. in Taxation from UMKC School of Law.

 


Roberta Flowers's Profile

Roberta Flowers Related seminars and products

Stetson University College of Law


Roberta K. Flowers is a professor of law at Stetson University College of Law. Within the Elder Law LL.M. program, Professor Flowers teaches Ethics in an Elder Law Practice. She also teaches Evidence, Criminal Procedure, and Professional Responsibility. While at Stetson, Professor Flowers has successfully coached trial teams, arbitration teams and moot court teams to national championships. She has served as the director of the Center for Excellence in Advocacy and as the William Reece Smith Jr. Distinguished Professor in Professionalism. During her time at Stetson, Professor Flowers has received the university-level Excellence in Teaching Award, Most Inspirational Teacher Award from the Student Bar Association, and an award from the Student Bar Association for supporting student life. She also has received the university-level Homer and Dolly Hand Award for Excellence in Scholarship, the Dean's Award for Extraordinary Service, and been awarded the Distinguished Service Award four times. In 2005, the Florida Supreme Court awarded Professor Flowers the Faculty Professionalism Award.

Professor Flowers has lectured worldwide on the topic of ethics. She won a Telly Award for Excellence in Educational Films for having produced a series of educational videos on the ethical issues faced by prosecuting attorneys. Along with Professor Rebecca Morgan, she created a video series used to train and educate attorneys nationwide on the ethical dilemmas faced by elder law attorneys. The Florida Supreme Court awarded Professor Morgan and Professor Flowers the Florida Supreme Court Professionalism Award for their video productions. Additionally, with Professor Morgan, Professor Flowers designed the nation's first "elder friendly courtroom," which serves as model for courtrooms of the future.  

Professor Flowers graduated magna cum laude from Baylor University in 1979 with a bachelor's degree in psychology. She received her J.D. from the University of Colorado in 1984, where she was selected to be a member of the Order of the Coif.

Professor Flowers is active in several professional associations. She has served on numerous committees of The Florida Bar, including the Professional Ethics Committee, the Evidence Committee, and the Standing Committee on Professionalism. She is currently the chair of the Professionalism Sub-Committee of the Litigation Section's Ethics and Professionalism Committee of the American Bar Association.    

 


Jeffrey Glogower's Profile

Jeffrey Glogower Related seminars and products

Polsinelli PC


Jeffrey Glogower is shareholder in the Wealth Planning Department of Polsinelli PC. He is based in the St. Louis office and concentrates his practice in the areas of estate planning, trust and estate administration, wealth management, transfer taxation, and fiduciary litigation. 

 


Steven Gorin's Profile

Steven Gorin Related seminars and products

Thompson Coburn LLP


Steve Gorin is a practitioner in the areas of estate planning and the structuring of privately held businesses. Lawyers, accountants and business owners regularly look to Steve for fresh, highly knowledgeable insights into the best possible tax and estate planning approaches to their transactions.

Over the course of his 30-year career, Steve has amassed a deep knowledge of nearly every aspect of tax strategy for privately held businesses and freely shares that knowledge with others in the field. His quarterly newsletter, "Business Succession Solutions," is considered essential reading for hundreds of CPAs and attorneys, who describe it as "a fantastic contribution to the field." Steve also maintains a blog, Business Succession Solutions, intended to help business owners — and those who advise or support them — consider smart tax strategies.

Steve is a highly visible member of the ABA's Real Property, Trust & Estate Law Section and the American College of Trust & Estate Counsel, which regularly directs its members to Steve's quarterly newsletter. He has represented both groups in comments to the IRS, the U.S. Treasury, and tax lawmakers.


Keith Grissom's Profile

Keith Grissom Related seminars and products

Greensfelder, Hemker & Gale, P.C.


Keith Grissom is an officer and co-practice group leader at Greensfelder, Hemker & Gale, P.C., counseling businesses and individuals on matters including estate planning and closely held business succession planning. His experience includes addressing income, estate, generation-skipping transfer and gift tax issues related to estate planning and trust administration.


Hon. William Gust's Profile

Hon. William Gust Related seminars and products

Probate Commissioner-St. Louis County Court


William Gust is the Probate Commissioner for probate court of St. Louis County. Commissioner Gust regularly hears a variety of contested probate matters including: adult guardianships, minor guardianships, contested matters relating to decedent estates, trust matters, and mental health civil commitment matters. Commissioner Gust also presides over the administration of probate matters. Prior to his time on the bench, Commissioner Gust was a shareholder at an Am Law 100 law firm. While in practice he maintained both a local and national practice. He tried and litigated cases in various parts of the United States, ranging from St. Louis County Probate Court to Delaware Chancery Court. His specialties included everything from contested probate matters to complex civil matters.

 


Heather Hall's Profile

Heather Hall Related seminars and products

Schormann Law Firm, LLC


After practicing law in Kansas City for ten years, Heather M. Hall joined Schormann Law Firm, LLC where she focuses her practice on fiduciary litigation, probate and trust administration, and minor and adult guardianships.

Upon graduating from law school, Heather worked as a clerk for the Honorable Kathleen Forsyth in the Probate Division of the Circuit Court of Jackson County. Later, she became an assistant prosecuting attorney with Jackson County, Missouri. While serving as an assistant prosecutor, she gained valuable court room experience and tried multiple jury and bench trials to verdict. After entering private practice, Heather chose to focus exclusively on fiduciary litigation and probate related matters.


Crystal Hawk's Profile

Crystal Hawk Related seminars and products

Cary, Welch, Hickman & Hawk, LLlC


Crystal M. Hawk is the managing partner in the firm of Cary, Welch, Hickman & Hawk, LLP. She has a B.A. in Business Administration from Lindenwood University and earned her Juris Doctor from Thomas M. Cooley Law School. Her practice focuses on Estate Planning, Medicaid Planning, and Elder law.


Brian Hewitt's Profile

Brian Hewitt Related seminars and products

Hewitt Law & Mediation


Brian C. Hewitt is the owner of the Indianapolis and Greenwood, Indiana law firm of Hewitt Law & Mediation, LLC. He concentrates his practice in estate, death tax and business planning and representation, probate, trust, guardianship, commercial and civil litigation, the representation of financial institutions and mediation.


Umo Ironbar-Brandt's Profile

Umo Ironbar-Brandt Related seminars and products

Missouri Department of Social Services - Family Support Division


Umo Ironbar-Brandt is the Counsel for the Department of Social Services within the Family Support Division (FSD). As the primary legal counsel for the Department’s largest Division, it is her responsibility to ensure the agency’s compliance with multiple, complex federal and state laws, as well as regulations the agency has promulgated. Her areas of law within FSD are Contract law and Administrative law. She provides legal advice and representation to FSD in the administration of Medicaid, Supplemental Nutrition Assistance Program (SNAP / Food Stamps), Temporary Assistance for Needy Families (TANF), Rehabilitation Services for the Blind (RSB), Community Services Block Grant (CSBG), Low Income Home Energy Assistance Program (LIHEAP), and other programs.


Robert Kirkland's Profile

Robert Kirkland Related seminars and products

Kirkland Woods & Martinsen LLP


Bob Kirkland is Managing Partner of Kirkland Woods & Martinsen LLP, with offices in Liberty, Missouri, Springfield, Missouri and Overland Park, Kansas. He works with a variety of individual clients in the areas of gifting techniques, asset protection, charitable planning and business succession planning. He also advises fiduciaries in estate and trust administration matters.

Mr. Kirkland is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), is a past Missouri State Chair of ACTEC, and a past member of the ACTEC Board of Regents and ACTEC Executive Committee. He is listed in The Best Lawyers in America.


Howard Krooks's Profile

Howard Krooks Related seminars and products

Elder Law Associates, PA


Howard S. Krooks, CELA, CAP is a partner of Elder Law Associates PA. He is admitted to practice law in New York and Florida. His professional practice is devoted to elder law and trusts and estates matters. He's certified as an Elder Law Attorney by the National Elder Law Foundation. 


David Lillesand's Profile

David Lillesand Related seminars and products

Lillesand & Associates, PA


David Lillesand is founding partner of Lillesand, Wolasky & Hitchcock, P.L., with offices in the Tampa Bay area and in Miami, Florida. He has been lead counsel in over 3,500 Social Security/SSI ALJ hearings, triggering Medicare and Medicaid eligibility, and appeals before the SSA Appeals Council in Falls Church, Virginia, U.S. District Courts and the U.S. Court of Appeals for the Eleventh Circuit In Atlanta. David is a graduate of the University of Minnesota and the University of Wisconsin Law School, and studied European social welfare systems in summer, 2012, at the University of Oslo in Norway. He frequently lectures nationally for the American Bar Association, NAELA, NOSSCR, and annually for the Academy of Special Needs Planners (ASNP) in the areas of Social Security and SSI disability claims, creating SSI financial eligibility through the creation and administration of Special Needs Trusts, ABLE accounts and other spend down alternatives. He is primary author of the 100-page Special Needs Trusts chapter in the Florida Bar-Lexis/Nexus publication, Administration of Trusts in Florida (2019), and a contributing author of Structured Settlements and Periodic Payment Judgments, Law Journal Press (2018). His analysis of the impact of Obamacare on SSA disability claims and Special Needs Law was published in Forbes.com. David is trilingual, speaking English, Spanish, and POMS (the SSA Claims Staff Manual) and to his wife’s amazement, has learned how to fluently read IKEA.


Rene Morency's Profile

Rene Morency Related seminars and products


Rene Morency, MBA/JD/LLM (Tax) focuses on estate planning and business.  Rene is a Fellow of the ABA Real Property, Trust & Estate Law Section; member of the Estate Planning Council; Fellow of the Consortium for Graduate Study in Management; and member of the ABA Taxation Section.  He also serves on the Executive Committee of the Bar Association of Metropolitan St. Louis.  For more, see https://www.linkedin.com/in/renemorency-jd-taxllm-financemba/

 


Valerie Peterson's Profile

Valerie Peterson Related seminars and products

Chief Executive Officer

ElderCounsel


Valerie Peterson is the CEO of ElderCounsel, LLC, a national membership organization that serves elder law, veterans pension and special needs planning attorneys. Valerie is licensed to practice law in Florida and Kansas.


Brian Quinn's Profile

Brian Quinn Related seminars and products

Quinn Estate & Elder Law, LLC


Brian Quinn is the principal owner of Quinn Estate & Elder Law, LLC.  He serves individual and business clients in a variety of legal matters, especially in the areas of Estate Planning, Asset Protection Planning, Medicaid planning, Veterans Benefits, Elder Law and Special Needs Planning.  Brian has been named as a “Super Lawyer” in the field of elder law by Super Lawyers Magazine. He is a member of The Missouri Bar and the Illinois Bar.  He is accredited through the United States Department of Veterans Affairs to assist in the preparation, presentation, and prosecution of claims for Veterans benefits before their agency.  Brian has held multiple positions with the Missouri Chapter of the National Academy of Elder Law Attorneys (MONAELA) and the Bar Association of Metropolitan St. Louis’ (BAMSL). Brian served as President of MONAELA for 2019 and continues to serve on its Board of Directors. Brian also serves on the Board of Directors for Voyce (formerly the Long-Term Care Ombudsman Program) of Greater St. Louis.  Brian is an Eagle Scout with the Boy Scouts of America.


Courtney Richard's Profile

Courtney Richard Related seminars and products

Frascogna Courtney, PLLC


Richard A. (“Rick”) Courtney directs the Courtney Elder Law Associates planning group of Frascogna Courtney, PLLC  in the areas of elder law, public benefits law (Medicaid, Medicare, SSI), asset protection and estate planning, trusts and trust administration, retirement benefits planning, special needs planning for persons with disabilities, guardianships and conservatorships, nursing home and disability rights, and probate administration.  Rick is a Certified Elder Law Attorney; a former Assistant Dean and Adjunct Professor of Law; a Fellow and member of the Council of Advanced Practitioners of the National Academy of Elder Law Attorneys; the Trust and Estate Law Sections of the American and Mississippi Bar Associations; and the Special Needs Alliance, a national organization of special needs planning attorneys.  He is a Fellow in the American College of Trust and Estate Counsel and is included in Best Lawyers in America in elder law and trust and estate planning.  Rick received the 2009 New York-based Theresa Award for community service and advocacy on behalf of children and adults with special needs, and in 2015 he testified before Congress in support of legislation to assist adults with disabilities establish special needs trusts. 


Jessica Rooks's Profile

Jessica Rooks Related seminars and products

The Rooks Law Firm, LLC


Jessica Rooks runs a thriving Elder Law and Estate Planning firm in rural Northeast Missouri.  After receiving a BS in Political Science with honors from Truman State University, she went on to pursue a law degree from the University of Missouri School of Law, graduating in the top 15% of her class.  While in law school, Jessica helped shape Missouri Guardianship reform Law.  Continuing her lifelong determination to chart her own course, Jessica chose to open a solo small firm after law school and focusing on the specialty areas of Elder Law and Estate Planning with the aim of serving the needs of rural Missouri.  Since opening her practice in 2012, Jessica has served as the first circuit Juvenile attorney, has been profiled in Missouri Lawyer’s Media, and was named an Up and Coming young attorney for the Missouri Bar Weekly in 2018, and has held numerous community seminars and information sessions on Estate and Long-Term Care Planning. Outside of her practice, Jessica has worked extensively with local charities, been nominated for the Kirksville Young Professionals Top 5 under 40 award and has served on the board of her local chapters of the Chamber of Commerce, HUD and YMCA.

 


Avram L. Sacks's Profile

Avram L. Sacks Related seminars and products

Avram L. Sacks, Attorney at Law


Avram L. Sacks, is an attorney in private practice, concentrating on Social Security law and benefits. He is a former Assistant Regional Counsel for the Social Security Administration, past editor of the CCH Social Security Law Reporter, the author of two books on Social Security Law, and a founding member of the Special Needs Alliance advisory council. A member of the National Academy of Elder Law Attorneys and the National Organization of Social Security Claimant’s Representatives, Avram frequently lectures on Social Security matters across the country, represents claimants before the Social Security Administration and federal courts, and advises clients on how to maximize their Social Security retirement and survivor benefits through optimal claiming strategies.


Robert Selsor's Profile

Robert Selsor Related seminars and products

Polsinelli PC


Robert Selsor is a shareholder and chairs the Estate Litigation Practice Group at Polsinelli. He is based at the firm's St. Louis office. Bob is a fellow in the American College of Trust and Estate Counsel and has published extensively in the area of trust and estate litigation.


Kathleen Sherby's Profile

Kathleen Sherby Related seminars and products

Bryan Cave Leighton Paisner LLP


Kathy Sherby is in the Private Client Group of Bryan Cave Leighton Paisner LLP. Her practice involves representation of individuals in all aspects of wealth transfer planning. Her particular focus is estate planning for retirement benefits. She co-chaired the subcommittee that prepared ACTEC's comments to Treasury on the SECURE Act.


Douglas Stanley's Profile

Douglas Stanley Related seminars and products

Bryan Cave Leighton Paisner, LLP


Doug Stanley is a partner in the St. Louis Private Client Group and Co-Leader of the Global Trust, Estate and Fiduciary Litigation Team at Bryan Cave Leighton Paisner LLP. 

 


Susan Teson's Profile

Susan Teson Related seminars and products


Susan B. Teson is Of Counsel with Kirkland Woods & Martinsen LLP. Recently retired from UMB Bank as Chief Fiduciary Officer, she is also an adjunct professor at UMKC Law School teaching estate planning/drafting and has been a member of the Missouri Bar since 1982, receiving her J.D. from UMKC.


Shira Truitt's Profile

Shira Truitt Related seminars and products

The Truitt Law Firm, LLC


Shira Truitt is manager and General Partner of The Truitt Law Firm, LLC. Her practice consists of estate planning, family law, business law, and some education law. 

Shira is currently a member of the Missouri Bar Association, Mound City Bar Association, the Illinois State Bar Association, the Metro East Bar Association, St. Clair County, Illinois, and Madison County, Illinois Bar Associations. A graduate of the Missouri Bar's Leadership Academy, Ms. Truitt co-chairs the Missouri Bar's Legislative Committee, represents the St. Louis Region on the Missouri Bar's Client Security Fund, and co-chaired the Technology Sub-Committee for the Missouri Supreme Court and Missouri Bar's Joint Committee on the Future of the Profession.  In the Illinois State Bar Association, Ms. Truitt has served on several task forces and currently participates with the Standing Committee on Women and The Law and Judicial Evaluations Outside Cook County.  Ms. Truitt served as an Assembly Member and was the 2016 Diversity Award winner.

A native of Baton Rouge, Louisiana, Shira Truitt is a proud graduate of Southern University and A & M College, having earned her Bachelor of Science in Psychology from Southern University and A & M College, one of this nation’s HBCU’S. Ms. Truitt was admitted to Psi Chi, the Honors Fraternity for Psychology. Ms. Truitt's undergraduate thesis is entitled “A Retrospective and Prospective Look at Black Male Academies: A Survey of Black Male Seniors.” Ms. Truitt earned both her Master of Social Work with a concentration in Children and Youth and a Specialization in Family Therapy from the George Warren Brown School of Social Work at Washington University and her Juris Doctoris from Washington University in St. Louis.  


Misty Watson's Profile

Misty Watson Related seminars and products


Misty A. Watson was appointed to a four-year term as Deputy Probate Commissioner for the 21st Judicial Circuit in July of 2019. Prior to her appointment, Watson was a shareholder and member of the executive committee at Danna McKitrick, P.C. She received her LL.M. in Taxation and her J.D. from Washington University School of Law. 

 
Watson has more than 13 years of experience in trusts, estates, guardianships, and special needs trusts. Before attending law school, Watson was a social worker who facilitated special needs adoptions. Watson received the 2019 Publico Pro Bono Award from the Missouri Bar. She was the Washington University School of Law Women's Law Caucus International Women's Day 2013 Celebration Honoree and received the John R. Essner Award for pro bono work through Legal Services of Eastern Missouri. Watson currently serves on the board of the Foster and Adoptive Care Coalition. 


Daniel Wheeler's Profile

Daniel Wheeler Related seminars and products

Kirkland Woods & Martinsen LLP


Daniel P. Wheeler is a shareholder with the firm of Kirkland Woods & Martinsen LLP. He served as a Probate Commissioner for the Circuit Court of Jackson County, Missouri. He is a member of ACTEC and is the Chair of the Probate and Trust Division of the Missouri Bar.


Rebecca Zimmerman's Profile

Rebecca Zimmerman Related seminars and products

Oswald Roam & Rew LLC


Dyan Zimmerman practices primarily in the areas of estate planning, probate and school law. She assists clients in creating and updating their estate plans, administering decedent’s estates, and seeking guardianships and conservatorships. She also works with various school districts to resolve contract disputes, and interpret and comply with federal, state and local government regulations, including those regulating the education of children with disabilities.  

Dyan grew up in Oak Grove, Missouri and currently lives in Grain Valley with her family. Following her graduation from Oak Grove High School, she attended the University of Central Missouri where she earned a Bachelor of Arts in English and a Minor in Music in 2006. After graduation from UCM, Dyan attended the University of Missouri – Kansas City, where she earned her Juris Doctorate in 2009. 

 


Schedule

Legislative & Case Law Update
Speakers: Hon. Daniel P. Wheeler, Kirkland Woods & Martinsen LLP, Liberty, and Amy B. DeGraeve, The Counts Law Firm, LLC, Prairie Village, KS  

Tax Basis Planning
Speaker: Keith K. Grissom, Greensfelder, Hemker & Gale, PC, St. Louis 

MO HealthNet Vendor Applications & Mo HealthNet Hot Topics
Speakers: Brian G. Quinn, Quinn Estate & Elder Law, LLC, Manchester, and Umo O. Ironbar, Special Counsel, Family Support Division, Department of Social Services, Jefferson City

Rights of the Disinherited Spouse
Speakers: Robert J. Selsor and Jeffrey M. Glogower, Polsinelli PC, St. Louis

SS Benefits for Special Needs Children: The Basics AND Practical Advice
Speaker: Avram L. Sacks, Attorney at Law, Skokie, IL

Tips on Spotting & Fixing Implicit Bias in Your Estate Planning Practice
Speaker: Shira Truitt, 
The Truitt Law Firm, LLC, St. Louis

COVID-19: Staffing & Managing a Virtual Law Firm
Speaker: Valerie Peterson, Chief Executive Officer, ElderCounsel, LLC

No Contest Clauses
Speaker: John M. Challis, Kirkland Woods & Martinsen LLP, Clayton

Drafting Medicaid & Veterans Asset Protection Trusts
Speakers: Valerie Peterson and Howard S. Krooks, ElderCounsel, LLC

Personality Driven Approach to Mediation
Speaker:  Brian C. Hewitt, Hewitt Law & Mediation, LLC, Indianapolis, IN

SECURE ACT: How it Changes Basic Planning Strategies
Speakers: Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, and Kathleen R. Sherby, Bryan Cave Leighton Paisner LLP, St. Louis

Title Insurance & Estate Planning: Issues & Overlaps
Speaker: John T. Banjak, Principal & General Counsel, True Title Company, LLC, St. Louis

SNT Alternatives for Unplanned Inheritance or Personal Injury Award
Speaker: David Lillesand, Lillesand & Associates, P.A., Clearwater, FL

Tax: Issue Spotting
Speakers: Douglas J. Stanley, Bryan Cave Leighton Paisner LLP, St. Louis, and Crystal M. Hawk, Welch & Hawk Estate Planning Center, Hannibal

Working with Special Needs Clients & Their Families
Speaker: Richard A. Courtney, Courtney Elder Law Associates, Jackson, MS

Challenges in Practicing Estate, Trust & Elder Law in a Time of a Pandemic
Panelists: Heather Hall, Schormann Law Firm, LLC, St. Peters, Jessica Rooks, The Rooks Law Firm, Kirksville, Hon. Daniel P. Wheeler, Kirkland Woods & Martinsen, LLP, Liberty and R. Dyan Zimmerman, Oswald Roam & Rew, LLC, Blue Springs

SECURE ACT: Drafting Trusts in Light of the SECURE Act
Speaker: Steven B. Gorin, Thompson Coburn LLP, St. Louis and Rene Morency, Prudent Counsel, LLC, St. Louis

Difficult Trust Distributions
Speakers: T. Jack Challis, Managing Director of Estate Planning Strategies, Midwest Trust, St. Louis, and Susan B. Teson, Kirkland Woods & Martinsen LLP, Liberty

Basics of SSI 
Speaker: David Lillesand, Lillesand & Associates, P.A., Clearwater, FL

Advanced Guardianships & Conservatorships
Speakers: Hon. Misty Watson, Deputy Probate Commissioner, St. Louis County Probate Division and Hon. William J. Gust, Probate Commissioner, St. Louis County Court

The Good, the Bad, & the Ugly: Ethical Representation in a Pandemic
Speakers: Bobbi K. Flowers, Professor of Law & Director, Center for Excellence in Elder Law, Stetson University College of Law, Gulfport, FL and Kathleen R. Sherby, Bryan Cave Leighton Paisner, LLP, St. Louis

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