BDITs, SCINs, and INGs: Bleeding Edge Techniques, or Solid Tools?

Location: Hotel Kirkwood, 7725 Kirkwood Blvd. SW, Cedar Rapids, Iowa

Details

Robert Hodges, an estate planning attorney at BrownWinick, will be  presenting at the Iowa Law's Probate CLE on Friday, September 6, 2019 from 9:45 a.m. - 10:45 a.m.  The event will be held at the Hotel Kirkwood, 7725 Kirkwood Blvd. SW, Cedar Rapids, Iowa from 7:30 a.m. - 4:40 p.m. Robert's presentation will be focused on "BDITs, SCINs, and INGs: Bleeding Edge Techniques, or Solid Tools?"

AGENDA:

7:30 - 8:15 a.m.     CHECK IN
8:00 - 9:00 a.m.     Legislative Update, with Special Attention to Iowa's New Guardianship Law
9:00 - 9:45 a.m.     Current Issues and Trends in Trust and Estate, Litigation and Related Litigation Regarding Elder Abuse, Tortious Interference, and Power of Attorney Abuse
9:45 - 10:45 a.m.    BDITs, SCINs, and INGs: Bleeding Edge Techniques, or Solid Tools?
10:45 - 10:55 a.m.  BREAK
10:55 - 11:40 a.m.   ESOPs: A Primer for Iowa T&E Attorneys
11:40 - 12:10 p.m.   Choice of Entity and New Relevance of C Corporations for Family Business Under the New Tax Law
12:10 - 12:45 p.m.   LUNCH
12:45 - 1:15 p.m.     Opportunity Zones and Implications for Iowans
1:15 - 2:00 p.m.       Summary of the Reams/Morf/Nelson Legislative Proposal to Adopt Silent Trusts, Decanting, and Directed Trusts (with trust advisors and protectors) in Iowa
2:00 - 3:00 p.m.       Four Recent Uniform Laws that Trust and Estate Attorneys Should be Familiar With - Powers of Appointments, Decanting, Directed Trust, and Fiduciary Income and Principal, and Iowa's Satus Regarding Each
3:00 - 3:10 p.m.      BREAK
3:10 - 3:40 p.m.      Elizabeth Warren's Wealth Tax and Other New Policy Proposals Impacting Trusts and Estates
3:40 - 4:40 p.m.      Who's My Client? An Ethics Presentation
4:40 p.m.                ADJOURN

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