Probate & Trust Law CLE Seminar & Section Meeting Live Seminar & Section Meeting: October 22, 2004 On-line Registration is closed. Walk-ins are welcomed. Fees: CLE Only: 4 Hour CLE Program Registration Fee (includes lunch) $85 member $125 non-member Section Meeting Only: 4 hour section meeting with lunch & materials $25 member Section Meeting Materials Only $10 member I will be attending both the CLE program & Section Meeting $95 member $135 non-member
CLE Program Agenda for Live Seminar October 22 8:00 Registration 8:30 Welcome & Opening Remarks 8:30 Charitable Gift Planning Marlin “Hap” Volz, Davenport This presentation will focus on the rules and regulations regarding the two common split- interest trusts, the charitable remainder trusts and the charitable lead trusts and how to use them in financial and estate plans. Also discussed will be the income tax deduction limits on charitable gifts. 9:30 Inheritance/Estate/Trust Tax Returns (Iowa Department of Revenue) Wendell Dickey, Dept. of Revenue Mr. Dickey will offer tips and suggestions to help your clients avoid delays in the processing of inheritance, estate, and trust tax returns. Don’t miss his discussion of how best to take advantage of the 2004 inheritance tax statute changes affecting which estates need to file inheritance tax returns. 10:30 Break 10:45 Alternatives to Probate Steven Hendricks, Fort Dodge This presentation deals with probate alternatives, advantages and disadvantages as well as creditor rights in non-probate assets. 11:45 (E) Ethical Dilemmas in Estate Planning/Administration John Mugan, Sioux City In this presentation Mr. Mugan will discuss ethical dilemmas for attorneys commonly arising in estate planning and in estate and trust administrations with recommendations on how to avoid, minimize and resolve these dilemmas. 12:45-1:30 p.m. Lunch (separate fee) Continuing Legal Education Credit Application has been made and approval is pending for 4 hours State CLE Credit of which 1 hour is Ethics. (E) = Ethics CLE Probate & Trust Law Section Meeting for October 22 1:30—4:00 p.m. Probate & Trust Law Section Meeting Section Chair, Sue Pence has called a meeting of the Probate & Trust Law Section for the afternoon of October 22nd to reduce travel time for those who attend the CLE seminar and the fall section meeting. If you have an item for the agenda, please mail or e-mail it to Sue Pence by October 1st. The section meeting agenda and materials will be mailed on October 11th to those who register for the section meeting by October 4th. Mail to: Sue Pence, Iowa State Bank & Trust, PO Box 1700, Iowa City, IA 52244 or e-mail: spence@isbt.com.

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