Thursday, February 8, 2024 — Probate & Trust Law Track
Planners:
- David Bingham, Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C.
- Robert Beach, Lax, Vaughan, Fortson, Rowe & Threet P.A.
- Leon Jones, Pinnacle Legacy Law
CLE: 5.5 General hours + 1 Ethics hour
Sponsor: Simmons Bank Private Wealth
7:55am – 8:00am
Introduction and Welcome
- Probate and Trust Section Leadership
8:00am – 9:00am
Arkansas' New Domestic Asset Protection Trusts and Decanting Statutes
- Caleb Hollinger, Friday, Eldredge & Clark LLP
9:00am – 10:00am
Probate & Trust Ethics Q &A
- Allison Cornwell, Friday, Eldredge & Clark LLP
- Tony A. Hilliard, Ramsay, Bridgforth, Robinson and Raley LLP
- Laura Johnson, Rose Law Firm
10:00am – 10:15am
Break
10:15am – 11:45am
Electronic Wills and Electronic Estate Planning Documents
- Lori Holzwarth, Hyden, Miron & Foster, PLLC
- Matt House, James, House, Swann & Downing, P.A.
- Caroline Kelley, Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C.
- Dan C. Young, Rose Law Firm
11:45pm – 1:00pm
Lunch Sponsored by Simmons Bank Private Wealth
Annual Section Meeting - 11:45am – 12:00pm
1:00pm – 2:30pm
Pooled Special Needs Trusts and How to Preserve Means-Tested Benefits for Beneficiaries with Disabilities
- Rachel Baer, Esq., Commonwealth Community Trust
2:30pm – 2:45pm
Break
2:45pm – 3:45pm
Issues with Funding of Trusts
- Toby Burkett, Merrill Lynch Wealth Management
- Jake Fair, Simmons Bank
- Charlotte Potts, State Farm Insurance
3:45pm – 4:15pm
Legacy Planning
- Jason Files, Law Office of Jason Files, PLLC
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