Mid Year 2.0 Agenda

February 8, 2023 — Tax Law Track

8:30am – 9:30am

2023 and Beyond: Tax Changes Every Business Lawyer Needs to Know

• Tony Hilliard, Ramsay, Bridgforth, Robinson and Raley LLP

9:30am – 10:30am

Ethical Obligations in Representing the Trustee: To Whom is the Duty Owed?

• Paul Parnell & Nicole Gore; Rose Law Firm

10:30am – 10:45am

Break

10:45am – 11:45am

Transaction Document Drafting in Merger and Acquisition Deals

• Michael M. Pollock; Friday, Eldredge & Clark, LLP

11:45am – 12:00pm

Tax Law Annual Section Meeting

12:00pm – 1:00pm

Lunch (Provided)

1:00pm – 2:00pm

Introducing the Arkansas Tax Appeals Commission

• Commissioner Matthew Boch & Commissioner Joseph Sanford

2:00pm – 2:15pm

Break

2:15pm – 3:15pm

M & A Tax Trends of 2022: Acquisitions, Dispositions and Rollover Equity 

• Chase R. Waters, Kutak Rock LLP

3:15pm – 4:15pm

Tax Implications of Equity Compensation

• Adam Crow; Stephens, Inc.
• Will Clements, Stephens, Inc.

Thursday, February 9 — Probate and Trust Track

Planners:
Katie Watson Bingham, Friday, Eldredge & Clark, LLP
David Bingham, Mitchell Williams, PLLC
Robert B. Beach, Lax, Vaughan, Fortson, Rowe & Threet, PA.

8:30am – 9:30am

Fiduciary Case Update

• Rebecca Hurst, Rose Law Firm
• Michael McGill, Rose Law Firm

9:30am – 10:30am

Retirement Planning Post Secure Act

• Caleb Hollinger, Friday, Eldredge & Clark, LLP

10:30am – 10:45am

Break

10:45am – 11:45am

Income Tax Consequences Associated with Trust Terminations

• David Bingham, Mitchell Williams PLLC

11:45am – 12:00pm

Probate & Trust Law Annual Section Meeting

12:00pm – 1:00pm

Lunch (Provided) Sponsored by Simmons Wealth

1:00pm – 2:00pm

Revocable Trust Funding and Post-Death Forms

• Carrie Smith, Simmons Bank Private Wealth
• Erin Behring, Regions Private Wealth Management
• Katie Pipkin, Arvest Bank Wealth Management

2:00pm – 3:00pm

Frequently Missed Probate, Trust and Tax Deadlines and Elections

• Wade Bowen, Mitchell Williams, PLLC

3:00pm – 3:15pm

Break

3:15pm – 4:15pm

UFIPA

• Jordan Sharp, Friday, Eldredge & Clark, LLP

Join us for the YLS Reception at The Flying Saucer
on Thursday starting at 5:30 pm!

323 President Clinton Ave., Little Rock, AR 72201

February 10, 2023 — Elder Law Track

8:30am - 9:30am

Supplemental Needs Trusts

• Todd Whatley, PA

9:30am -10:30am

Issues in Trust Administration

• Katie Pipkin, Arvest Bank Wealth Management
• Krissi Sutton-Hall, Arvest Bank

10:30am - 10:45am

Break

10:45am - 11:45am

Incapacity Realities Panel: What Healthcare Providers and Judges Want Lawyers to Know About Healthcare Powers of Attorney and Living Wills

• Kristopher Stepps, MD, Stepps MD, LLC
• Priya Mendriatta, MD, UAMS Thomas and Lyon Longevity Clinic
• Debbie Brady, LCSW, ACSW, UAMS Thomas and Lyon Longevity Clinic
• Judge Shawn Johnson, Arkansas Administrative Office of the Courts, Sixth Judicial Circuit Division 14

11:45 – 12:00

Elder Law Section Meeting

12:00 – 1:00

Lunch (Provided)

1:00pm - 2:00pm

Guardianship

• Trae Norton, RMP LLP Attorneys at Law

2:00pm - 2:15pm

Break

2:15pm - 3:15pm

Hot Topics in Medicaid

• Ashley Stepps, Rippy, Stepps & Associates

3:15pm – 4:15pm

IOLTA: Trust Accounts & Ethics

• Jordan Bates-Rogers, Executive Director, Arkansas Access to Justice