CLE: Estate Planning Practice Management Series 12-part course), Philip R. Feist

$540/Package Price – Contact Bethany Lyon 918-584-5243 ext. 223

“Estate Planning Practice Management CLE Series”
Lunch Served at 11:30am
Session from 12:00-12:50pm

 

This Estate Planning Series includes twelve (12) CLE sessions.  The series is designed for lawyers who have been in the Estate Planning practice area less than 2 years, and will enable participants to practice in the Estate Planning area profitability and with confidence.  The seminar is limited to twenty (20) participants, in order to encourage discussion.  Lunch will be provided.

Course presented by Philip R. Feist, Shareholder and Director at Fellers, Snider, Blankenship, Bailey & Tippens

DATES: Classes held Wednesday’s, Noon-12:50pm from June 29, 2016 – September 14, 2016.

Feist Philip Reed

Philip R. Feist is a practiced Estate Planning attorney with over twenty years of legal experience. Feist helps clients determine the best plan for transferring wealth based on the unique circumstances of the family. Feist also has a Master of Theology. He is also licensed to practice law in California, Florida, Kansas, Texas, and the U.S. Virgin Islands.

AGENDA

Session 1: June 29, 2016 “Estate Planning Practice Management”

Session 2: July 6, 2016 “Basic Plan Documents: Issues and Elements”

Session 3: July 13, 2016 “Trusts, Part I: Essential Elements”

Session 4: July 20, 2016 “Trusts, Part II: Drafting for Trustee and Administration Issues”

Session 5: July 27, 2016 “Trusts, Part III: Drafting for Beneficiary Issues”

Session 6: August 3, 2016 “Trusts, Part IV: Drafting for Asset Issues”

Session 7: August 10, 2016 “Trusts: Part V: Drafting for Tax Issues”

Session 8: August 17, 2016 “Lifetime Wealth Transfers”

Session 9: August 24, 2016 “Asset Protection Planning”

Session 10: August 31, 2016 “Post-Mortem Planning”

Session 11: September 7, 2016 “Probate Administration Issues”

Session 12: September 14, 2016 “Probate Litigation”

 

CLE = 1.0 Hour/Session (12.0 Hours CLE Total)

Program begins at Noon. Registration opens at 11:30am.

Lunch is Included

$540/Package Price – Contact Bethany Lyon 918-584-5243 ext. 223

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