Estate Planning Institute
Friday, April 19, 2019
The Estate Planning Institute provides an annual forum for the study of estate planning, elder law and taxation laws in the United States.
The goal of this program is to provide high-quality instruction on important and timely issues facing estate professionals. The institute seeks to present topics of interest to a broad range of professionals, whether they serve clients of high or more moderate net worth.
It is part of the larger Brandeis commitment to the Estate Planning and Elder Law (EPEL) Program, which helps to connect students, professionals and members of the community in confronting important issues of succession. long-term care and end-of-life planning.
Speakers
Kevin Johns
Wyatt Tarrant & Combs, LLP
Misty Clark Vantrease
Kentucky ElderLaw, PLLC
Grace Giesel
Brandeis School of Law
Kelli Brown
Goldberg Simpson, LLC
Schedule
| Registration | 7:45 a.m. |
|
Welcome
|
8:30 a.m. |
|
Current Developments
Kevin Johns, Wyatt Tarrant & Combs, LLP |
8:45–10:45 a.m. |
| Break | 10:45–11:00 a.m. |
|
The Big Picture: How to Analyze and Enact an Elder Law Plan using Medicare, Medicaid, Long-Term Care Insurance, and VA
Misty Clark Vantrease, Kentucky ElderLaw, PLLC |
11:00 a.m.–12:15 p.m. |
| Lunch | 12:15–1:30 p.m. |
|
Professional Responsibility
Grace Giesel, Brandeis School of Law |
1:30–3:30 p.m. |
| Break | 3:30–3:45 p.m. |
|
Oh Me Oh My Oh! Unique Issues in Estate Planning and Probate
Kelli Brown, Goldberg Simpson, LLC |
3:45–4:45 p.m. |
Details
Location
University Club & Alumni Center
University of Louisville
200 East Brandeis Avenue
Louisville, KY 40208
Cost
$250
Registration Deadline
April 19, 2019
CLE Credit
Six and a half (6.5) total CLE hours from KY and IN Bar Associations. Includes two (2) hours satisfying KY Ethics requirement (pending).
Refund Policy
Registration fees cannot be refunded, but substitutions are permitted.
Contact Us
Tracie Cole
tracie.cole@louisville.edu
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