Mid Year 2.0 Agenda

February 8, 2023 — Tax Law Track

Planners:
Nicole Gore, Rose Law Firm
Wade Bowen, Mitchell Williams, PLLC
Hannah Van Horn, RMP LLP

Sponsored by Lax, Vaughan, Fortson, Rowe & Threet, P.A.


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

          Planners:
          Laura Johnson, Cross, Gunter Witherspoon & Galchus, P.C.
          Trae Norton, RMP LLP Attorneys at Law
          Ashley Stepps, Rippy, Stepps & Associates

          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