| 8:30 AM - 9:00 AM | Coffee, Breakfast & Registration |
| 9:00 AM - 9:45 AM | A/B Planning and Will Signing
Why A/B planning isn't going away and how to do a proper will signing. |
| 9:45 AM - 10:45 AM | Dealing with Other Professions Panel
This panel will discuss some of the intricacies of working with other professions, including the duty of confidentiality, what attorneys can and cannot give advice on, and real estate issues regarding value and real estate appraisals. |
| 10:45 AM - 11:00 AM | |
| 11:00 AM - 12:00 PM | Negotiating Consent in Family Businesses Panel
During this panel, we will discuss consent in family business. This will include a discussion of conflicts and whether or not they are waivable. We will also discuss confidentiality, TUFTA, disclosure duties for officers and managers, trusts and trustee duties. |
| 12:00 PM - 1:15 PM | Lunch
Presentation by Cadence Bank |
| 1:15 PM - 3:45 PM | Client Meeting System: Initial Meeting, Design Meeting, Signing Meeting
An Interactive session that reviews the information gathering done in the initial consultation, preparing the client to design their plan, and signing the plan. |
| 3:45 PM - 4:00 PM | |
| 4:00 PM - 5:00 PM | Representing Only One Spouse
A panel to discuss the complications of representing only one spouse. This discussion will include the general duties to a spouse, fiduciary duty to spouse, collateral issues in probate (homestead right), interplay of the spouse and executor, duties from a special relationship, and pre and post-nuptial agreements. |
