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• Archive: Practice Area:Trusts, Estate Planning & ProbateFormat:Audio and Video Description Originally presented during our 2020 Annual Estate, Trust & Elder Business and Sales Institute Virtual Conference, December 10-11.
• This program builds upon a basic knowledge of The SECURE Act.
• Estate planning practitioners, Steve Gorin and Rene Morency, explore drafting strategies by discussing sample form provisions, explaining what they say and when to use them.
• Speaker: Steven B. Gorin, Thompson Coburn LLP, St. Louis and René Morency, Prudent Counsel, LLC, St. Louis Note: This material qualifies for self-study credit only.
• Pursuant to Regulation 15.04.5, a Business and Salesyer may receive up to six hours of self-study credit in a reporting year.