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MoBar 3.

9
Live MCLE
Program hours

CLE
50 Years of Excellence

St. Charles
April 1, 2011
St. Charles Convention Center

Kansas City

Drafting
April 29, 2011
Hampton Inn & Suites

Estate
Country Club Plaza

Springfield
May 6, 2011
Doubletree Hotel

Planning
Jefferson City
May 19, 2011
Truman Hotel

Why You Should Attend

Documents
This program will provide an overview
of drafting estate planning documents,
including wills, trusts, durable powers
of attorney, and health care directives.
Practical aspects of estate planning will also
be reviewed, such as engagement letters,
conclusion letters, where the estate planning
documents should be kept, and how the
attorney gets paid. In addition, drafting
and planning for the estate tax under the
current provisions of the law, including the
December 2012 sunset will be addressed.
A significant portion of the program
focuses on “family dynamics,” an area
frequently overlooked in the estate planning
process. The discussion will include
addressing family dynamics with clients, and
drafting for such issues. Topics addressed
will include choosing a trustee, dividing
tangible personal property, in terrorem
provisions, the impact of non-probate
transfers, and equality among client’s
descendants.
You won’t want to miss this program.
Register today!

www.mobarcle.org
Drafting Moderators:

Estate Planning
David W. Terry, Terry Law Firm, LLC (St. Charles)
Kevin M. Johnson, Wallace Saunders Austin Brown & Enochs, Chtd. (Kansas City)
John F. Appelquist, Attorney at Law (Springfield)
Marilyn G. Green, Attorney at Law (Jefferson City)
Documents

8:00 a.m. Registration


8:30 a.m.
DRAFTING ESTATE PLANNING DOCUMENTS: MORE THAN JUST
DRAFTING WILLS
Now that 2010, the year of no estate tax (if you didn’t want one) has passed, your
clients may be figuring out that they need some “estate planning.”
Chances are your clients need wills, the cornerstone of any successful estate
planning, and will need some other documents before it’s too late, such as durable Clifford S. Brown
powers of attorney and durable powers of attorney for health care/advance
directives.
They also need to understand why they might wish to avoid probate, and whether
they should do so with non-probate transfers or with a trust.
You also need some documents, such as engagement letters and conclusion
letters, and some methods of handling estate planning, one of the fastest growing
R. Scott Gardner
areas of malpractice.
We’ll talk about how to prepare these documents for the peace of mind of you and
your clients, along with a few tips on where those documents should be kept, how
you get paid, and how to plan for December 2012, and the end of the current
estate tax formula.
Speaker: R. Scott Gardner, Gardner, Gardner & Gardner, LLP, Sedalia
(all locations) Jennifer K. Huckfeldt

10:00 a.m. Break


10:15 a.m. – 12:00 noon
THE KIDS? NOT TO WORRY, THEY’LL GET ALONG FINE!
But, in approximately one in three instances, they do not. These situations are made even more
difficult by the failure of most practitioners to even inquire about family dynamics, much less address
them in estate plan documents. This presentation will cover, not only the matters which should be
discussed, but also drafting documents to address the issues, including:
• Choice of trustee
• Dividing tangible personal property, “lists”
• Gifts vs. loans to children
• Impact of non-probate transfers
• In terrorem provisions

MoBar
• Equality among descendants
Speakers: Clifford S. Brown and Jennifer K. Huckfeldt, Carnahan, Evans,
Cantwell & Brown, PC, Springfield (all locations)
CLE
12:00 noon Adjourn 50 Y ears of Excellence
www.mobarcle.org
Drafting Estate Planning Documents B

Send payment to: The Missouri Bar, P.O. Box 119, Jefferson City, MO 65102-0119, phone toll-free at 1-888-253-6013 or 573-635-4128,
FAX 573-659-8931. Paid registrations may be received by mail, phone, fax, or online at www.mobarcle.org.
Please make payment by check, credit card or debit card. The Missouri Bar does NOT accept cash.
Registration Fee:
Name_________________________________________________ m $139 — Lawyer

Address _________________________________________________ m $119 — New lawyer admitted in Missouri after 1/1/08


m Free — Season Pass Holder
P.O. Box _________________________________________________ m $ 75 — Course materials only

City/State/Zip_____________________________________________ Program Dates & Locations

Phone _________________________ Fax ______________________ m April 1, 2011 m May 6, 2011


St. Charles Springfield
Bar Number (if admitted in Missouri) ____________________________ St. Charles Convention Center Doubletree Hotel
One Convention Center Plaza 2431 N. Glenstone
E-Mail __________________________________________________ 636-669-3000 417-831-3131
Name as it should appear on badge____________________________ m April 29, 2011 m May 19, 2011
Kansas City Jefferson City
m Check m Am.Exp.  m MasterCard m VISA m Discover 
Hampton Inn & Suites Truman Hotel
Debit/Credit Card No. _______________________________________ Country Club Plaza 1510 Jefferson Street
4600 Summit 573-635-7171
Expiration Date ___________________________________________ 816-448-4600
Parking: Complimentary self-parking in
Signature________________________________________________ Hampton Inn & Suites parking garage for
all registrants. If you are unable to park in
(Required for credit card purchase)
the designated areas, MoBarCLE is not
responsible for reimbursement of parking.

5
Course materials:
Easy Ways to Register Prepared by the speakers.

Register Early! Credit:


To reserve seating and written materials, please register seven This program qualifies for 3.9 MCLE credit hours. Kansas credit
days in advance of the seminar you plan to attend. Walk-in has been applied for.
registrants are welcome. Please call us to ensure seating
availability. The Missouri Bar does NOT accept cash. Comments, Suggestions & Inquiries:
Contact The Missouri Bar, CLE Department, P.O. Box 119,
Jefferson City, MO 65102-0119; phone toll-free at 1-888-253-6013
Register online:
or 573-635-4128; fax 573-659-8931.
Check out our website and online
catalog at www.mobarcle.org Special accommodations:
If you need special accommodations addressed by the Americans
Register by phone: with Disabilities Act, please contact Becky Brenneke at 573-638-2237
Toll-free at 1-888-253-6013 at least two weeks prior to the seminar date.
or 573-635-4128
Cancellations:
We know you are busy! A colleague may attend in your place if he
Register by fax: or she could have registered at the same price. If you are unable
Fax your registration to 573-659-8931. Please to attend a program, cancellation of registration must be received
include your MasterCard, VISA, Discover, or in writing by MoBarCLE no later than 2 business days (Monday-
American Express information. Friday) after the program concludes. Otherwise, you will receive
the course materials in full consideration of tuition paid.
Register by mail:
Send the completed registration form with payment
to The Missouri Bar, CLE Department, P.O. Box
A Word of Thanks
119, Jefferson City, MO 65102-0119. Those who plan and teach MoBarCLE seminars are volunteers.
Their generous contributions of time, talent, and energy make this
On-Site registration: and every MoBarCLE seminar a success. We deeply appreciate
Only if space and materials are available. We their work.
strongly recommend you fax your registration by
the Friday before the program. We cannot accept
The Missouri Bar continues to encourage all its
cash payments at the door — checks or credit
members, including women and minorities, to participate
cards only!
in the presentation of MoBarCLE programs.
Drafting

The Missouri Bar


P.O. Box 119
Estate Planning
Documents Nonprofit Org.
U.S. POSTAGE
Jefferson City, MO 65102-0119 PAID
Jefferson City, MO
Permit No. 312

Live
St. Charles • April 1, 2011 Program 3.9 MCLE
hours
St. Charles Convention Center
One Convention Center Plaza
636-669-3000

Kansas City • April 29, 2011

Drafting
Hampton Inn & Suites
Country Club Plaza
4600 Summit

Estate Planning
816-448-4600
Parking: Complimentary self-parking in Hampton Inn
& Suites parking garage for all registrants. If you are
unable to park in the designated areas, MoBarCLE is not
responsible for reimbursement of parking.

Springfield • May 6, 2011

Documents
Doubletree Hotel
2431 N. Glenstone
417-831-3131

Jefferson City • May 19, 2011


Truman Hotel
1510 Jefferson Street

MoBar
573-635-7171

CLE
www.mobarcle.org 50 Y ears of Excellence