CLE on

Planning for Disability and Special Needs

Date(s) & Location(s)

Oklahoma City
April 11, 2014

Oklahoma Bar Center
1901 N. Lincoln Blvd.

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 hours of ethics.


$150 for early-bird registrations with payment received at least four full business days prior to  the seminar date; $175 for registrations with payment received within four full business days of the seminar date.  To receive a $10 live program discount register below.

The program will also be webcast. For details go to:

Program Planner/Moderator

Donna J. Jackson, Donna J. Jackson, Attorney at Law, PC, Oklahoma City

Nationally recognized speakers, Rebecca Morgan, David Lillesand, Christine Alsop as well as Oklahoma's finest will have a wealth of information to share on the latest provisions to help you in your practice.  Sponsored by Private Foundation in Honor of Justice Marion Opala & the Heritage Trust Company.



8:30 a.m.  Registration and Continental Breakfast
9:00 Disability and Special Needs Provisions That Every Estate Planner and Elder Law Attorney Needs to Know: How Trustee’s Approach the Provisions
Brian Hill
, Heritage Trust Company, Oklahoma City
Dawn Hallman, Hallman & Associates, PC, Norman
10:15 Break
10:25 Case Law Update and Discussion of Attorney’s Fees
Rebecca C. Morgan
, Boston Asset Management Chair in Elder Law and Director, Center for Excellence in Elder Law, Stetson University College of Law, South Gulfport, FL  
11:40 Networking Lunch (included in registration)
12:10 Special Needs Planning and the Affordable Care Act: Planning has Changed!
David J. Lillesand
, Lillesand & Wolasky, PI, Clearwater, FL
1:25 Break
1:35 Medicare Set Aside Trust
Christine A. Alsop
, The Elder & Disability Advocacy firm of Christine A. Alsop, LLC, St. Louis
2:25 Ethical Issues: When Lawyers Become Disabled or Die!
Donna J. Jackson
, Donna J. Jackson, Attorney at Law, PC, Oklahoma City
David Hartwell, Attorney at Law, Oklahoma City
3:15 Reception and Adjourn


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.