| LOCATION: |
November 30, 2007
Oklahoma Bar Center
Oklahoma City |
| CLE CREDIT: |
This course has been
approved by the Oklahoma Bar Association Mandatory Continuing Legal
Education Commission for 6 hours of mandatory CLE credit, including
1 hour of ethics. |
| TUITION: |
$150 for OBA Estate
Planning, Probate and Trust Section members and $175 for non-OBA
Estate Planning, Probate & Trust Section members for early-bird
registrations received with payment at least four full business
days prior to the seminar date; $175 for OBA Estate Planning, Probate
and Trust Section members; $200 non-OBA Estate Planning, Probate & Trust
Section members for registrations received within four full business
days of the seminar date. $20 to join section. No discounts. |
| CANCELLATION POLICY: |
Cancellations will
be accepted at any time prior to the seminar date; however, a $25
fee will be charged for cancellations made within four full business
days of the seminar date.
Cancellations, refunds, or transfers will not be accepted on or after the seminar
date. |
| ON-LINE REGISTRATION: |
To register
on line click
here. Registration will be available up to four days prior
to the seminar date.
|
| PROGRAM: |
Program
Planner/Moderator
LeAnn P. Drummond
Attorney at Law, Stillwater |
|
| A.M. Program |
| Speaker |
Michael V. Bourland |
| |
Bourland, Wall & Wenzel,
P.C., Ft. Worth |
| 8:30 |
Registration
and Continental Breakfast |
| 9:00 |
Family Business
Succession Planning for Family Business Owners and Their Families
This presentation offers a review of planning and implementation/documentation
of various options to pass on the family business. The discussion covers effective
use of the family business mission statement, non-competition agreements, entity
choices, IRC 355 actions, employment agreements (including non-family employee
deferred benefit agreements), and the ethical issues facing the lawyer who works
with the family in the succession process. (.5 hours of ethics)
(includes 15-minute break) |
| 11:40 |
Lunch sponsored by 
|
| P.M. Program |
| Speaker |
Darin N. Digby |
| |
Schoenbaum, Curphy & Scanlan,
P.C., San Antonio |
| 1:00 |
Transfer Planning:
What Are You Waiting For...Estate Tax Repeal?
Discussion and analysis of lifetime estate planning transfers with an emphasis
on transfers of property over which the donor wishes to maintain some control.
Points to consider in designing donor-trusteed irrevocable trusts. Practical
planning ideas for removing appreciation from donor's estate through the use
of GRATs and Intentionally Defective Grantor Trusts.
(.5 hours of ethics)
(includes 15-minute break) |
| 3:45 |
Adjourn |
|
|
