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2017 BETTR Section Practice Primer CLE
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2017 BETTR Section Practice Primer CLE

This CLE presents a nuts and bolts approach to handling transactional matters relating to estate planning, probate, and business entity selection, while also exploring protection strategies for vulnerable seniors and offering insight into the impact that Montana’s recent adoption of the Revised Uniform Fiduciary Access to Digital Assets Act may have on estate planning.

8/25/2017
When: August 25th, 2017
8:00am-3:45pm
Where: DoubleTree by Hilton
27 N. 27th St.
Billings, Montana  59101
United States
Contact: Meagan Caprara
406-447-2206


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2017 BETTR Section Practice Primer CLE

Approved for 5.5 general Montana CLE credits

 

What will you learn?

This CLE presents a nuts and bolts approach to handling transactional matters relating to estate planning, probate, and business entity selection, while also exploring protection strategies for vulnerable seniors and offering insight into the impact that Montana’s recent adoption of the Revised Uniform Fiduciary Access to Digital Assets Act may have on estate planning. 

 

Who are the speakers?

Faculty:

·Stuart C. Bear, Esq., Chestnut Cambronne Attorneys At Law,

   Minneapolis

·Marc G. Buyske, LL.M., Doney Crowley P.C., Helena

·E. Edwin Eck, Esq., Professor Emeritus of the Alexander Blewett III School of Law & Commissioner of the Uniform Law Commission

·John Van Atta, Esq., Patten, Peterman, Bekkedahl & Green, P.L.L.C., Billings

·Cynthia R. Woods, Esq., Cynthia R. Woods, Billings

Moderators:

·Brand G. Boyar, Esq., Boyar Law Offices, PLLC, Helena

·Kathleen M. Magone, Esq., Vice President, Wealth Management Trust Advisor, U.S.  Bank, Missoula

 

 

 

 

Where is it located?

The seminar is at the Double Tree by Hilton, 27 North 27th Street, Billings, MT 59101.  Rooms have been blocked; please make your RESERVATIONS BEFORE August 11, 2017 to get the discount rate of $91 + tax. You may call the hotel at 1-800-588-7666 and reference State Bar of Montana. 

 

Schedule

a.m.

8:00

Registration

(Continental Breakfast included)

8:15

Welcoming Remarks

8:30-10:00

Grantor Trusts: Effective and Defective Planning

Cynthia R. Woods

10:00-10:15

Break

10:15-11:45

Probate Primer

Marc G. Buyske

11:45 Lunch &

BETTR Section Business Meeting

p.m.

1:00-2:00

I Have It Because Mom Liked Me The Best: How to Help Protect Vulnerable Seniors from Financial Exploitation

Stuart C. Bear

2:00-2:15

Break

2:15-2:45

Drafting Wills and Trusts after Montana’s Recent Adoption of the Revised Uniform Fiduciary Access to Digital Assets Act

E. Edwin Eck

2:45-3:45

LLCs vs. S-Corps: What’s Best for Your Client? 

John Van Atta

3:45

Closing Remarks & Evaluations

 

Registration and Pricing

PRICE A         for attorneys practicing five years or more and all

                         other non-attorney registrants.

PRICE B         for attorneys practicing under five years and

                         members of the State Bar Paralegal Section.

 

                                                Price A          Price B

Paid before August 1:           $285                 $210

Paid after August 1:              $310                 $235

 

Full-Time Law Clerks for less than five years—50% of Price A

Use promo code: LAWCLERKK2017

Law Students—No Charge

Use Promo Code: LAWSTUDENT2017

 

Reserve a printed copy of the course materials

An electronic copy of the course materials is included in the price of the event registration.  A downloadable link to the course materials will be sent via email by August 21, 2017. If you would like a printed course book for $35.00, please reserve your copy by checking the box on the mail in registration.  Or, reserve online by selecting "Printed Course Book” in the optional ticket menu.

 

REFUND POLICY: Refunds are 75% if cancellation is 7 days or more before the seminar. Refunds are 50% if cancellation is less than 7 days. No refunds for cancellations on or after the date of the seminar. Upon cancellation, materials will be provided after the seminar, subject to availability. Cancellations or substitutions may be made in writing or by calling 406-447-2206.