7:00 a.m. – 7:30 a.m.

Registration, Networking & Continental Breakfast

7:30 a.m.

Welcome

7:50 a.m.

Presentation on the National Association Estate Planning Council

Lawrence Lehmann, Esq.

8:00 a.m.

Session 1:
Successful Collaboration Among Estate Planning Professionals

Lawrence Lehmann, Esq.

9:00 a.m.

Session 2:
Fiduciary Accounting

Byron Smith, CPA
Victoria Bartlett, CPA

10:00 a.m.

Session 3:
Ethics Grievances Against Estate & Trust Attorneys

Linda Griffin, Esq.
Joe Corsmeier, Esq.

11:00 a.m.

Session 4:
Trust Distributions: Mock Discretionary Committee Meeting

Travis D. Finchum, Esq.
Darby Jones, Esq.
Julie L. Farber, CTFA
Susan Kubar, Esq.

NOON

Adjourn