Mid-year Meeting Agenda

Thursday, February 9 — Probate and Trust Track

Planner: Katie Watson Bingham, Friday Firm

8:30am – 9:30am

Fiduciary Case Update

  • Rebecca Hurst, Rose Law Firm
  • Michael McGill, Rose Law Firm
9:30am – 10:30am

UFIPA

  • Jordan Sharp, Friday Firm
10:30am – 10:45am

Break

10:45am – 11:45am

Frequently Missed Probate, Trust and Tax Deadlines and Elections

  • Wade Bowen, Mitchell Williams, PLLC
11:45am – 12:00pm

Elder Law Annual Section Meeting

12:00pm – 1:00pm

Lunch (Provided) Sponsored by Simmons Wealth

1:00pm – 2:00pm

Income Tax Consequences Associated with Trust Terminations

  • David Bingham, Mitchell Williams PLLC
2:00pm – 3:00pm

Retirement Planning Post Secure Act

  • Caleb Hollinger, Friday Firm
3:00pm – 3:15pm

Break

3:15pm – 4:15pm

Revocable Trust Funding and Post-Death Forms

  • Amy Wren, Bank OZK Trust and Wealth
  • Carrie Smith, Simmons Bank Private Wealth
  • Erin Behring, Regions Private Wealth Management
  • Katie Pipkin, Arvest Bank Wealth Management

February 10, 2023 — Elder Law Track

Planner: Laura Johnson, Cross Gunter, Witherspoon & Galchus, P.C.

8:30am - 9:30am

Supplemental Needs Trusts

  • Todd Whatley, PA
9:30am -10:30am

Issues in Trust Administration

  • Katie Pipkin, Arvest Bank
  • 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

Conflicts of Interest in Elder Law, Estate Planning and Transactional Work

  • Stark Ligon, Ethics Counsel for the Arkansas Supreme Court