Rebroadcast of Lawyer Death and Disability Planning Seminar (Clear Lake)
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5/5/2017
When: 2:30 PM - 4:30 PM
Where: Best Western Holiday Lodge
2023 7th Ave. N.
Clear Lake, Iowa  50428
United States
Contact: Christy Cronin
515-697-7874


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The ISBA will hold regional seminars around the state this spring to help members understand the new succession planning process mandated by Iowa Court Rule 39.18 that goes into effect on Jan. 1, 2018.

Iowa Court Rule 39.18 now requires attorneys in private practice to complete their annual questionnaire, pursuant to rule 39.11, whereby the attorney identifies the attorney’s designated representative to act in the attorney’s stead in the event of death or disability. While attorneys are no longer required to execute a written supplemental succession plan, they are encouraged to so.

The Iowa Academy of Trust & Estate Counsel has prepared and is making available a form succession plan agreement.


SCHEDULE
Registration: 2:00 - 2:30 p.m.
CLE: 2:30 - 4:30 p.m.
Reception: 4:30 - 5:30 p.m.


SPEAKERS
Tre Critelli, Director, Office of Professional Regulation
Paul Wieck, Fmr. Director, Office of Professional Regulation (ret.)
Travis Cavanaugh, Simmons Perrine Moyer Bergman PLC
Laura Jensen, Simmons Perrine Moyer Bergman PLC

CLE CREDIT (approved)
2 state hours which includes 2 hours of Ethics CLE


REGISTRATION FEES
ISBA Members - $50
ISBA YLD Members (Years 1-5) - $25

Non-ISBA Members - $75

MATERIALS
Any materials related to this event, as well as joining instructions, will be sent via e-mail prior to the event. Please include e-mail address when registering for this event. ISBA members, please make sure we have your most up-to-date e-mail address.


The Iowa Academy of Trust & Estate Counsel has prepared and is making available model disability planning documents.