Mid-South Conference on Estate Planning 2019

Friday, November 8, 2019

Location: Doubletree Hotel on Sanderlin, Memphis, TN

Agenda

8:00-8:30 a.m. Registration
8:30-9:30 a.m.

Charitable Giving
Byron Lyles CAP®, CFRE
University of Mississippi
Oxford, MS

9:30-10:30 a.m.

Our Aging Clients: The Intersection of Elder Law & Estate Planning
Olen M. “Mac” Bailey, Jr., Esq.
The Bailey Law Firm
Memphis, TN

10:30-10:45 a.m. Break
10:45-11:45 a.m.

Basis Planning for Income Tax
Charles J. Allen, JD. LL.M., CPA
Edmondson Sage & Dixon, PLLC
Oxford, MS

11:45 a.m.-1:00 p.m. Lunch (on your own)
1:00-2:00 p.m.

Trust Planning vs. Will Planning
J. Carlisle Dale, Esq.
Wiseman Bray, PLLC
Memphis, TN

2:00-3:00 p.m.

The Effect of Electronic Wills on Estate Planning
Professor Richard Gershon
University of Mississippi School of Law
Oxford, MS

3:00-3:15 p.m. Break
3:15-4:15 p.m.

Ethical Considerations in Estate Planning
Mike Parham, Esq.
Parham Estate Planning
Memphis, TN

4:15 Adjourn

Open Enrollment

Registration is open to all interested parties including attorneys, judges, legal assistants, and law office staff. Walk–ins will be accepted on a space–available basis. If you plan to attend and do not pre-register, please call the UM-CLE office at (662) 915-6738 to determine space availability. Written materials will be given on the day of the seminar.
Pre–registration is encouraged.

Registration

Please complete the registration form and return it along with your payment to the address listed on the form. To register by fax, please complete the form and include your Visa or MasterCard number and expiration date. The fax number is (662) 915-5267, or register using our secure online registration. Registrants will receive additional information with their written confirmation from UM-CLE.

CLE Credit

This course offered by UM-CLE has been approved by the Mississippi Commission on Continuing Legal Education for 6.25 CLE credits including one hour of Ethics. Registrants seeking mandatory CLE credit from another state should contact UM-CLE in advance of the seminar.

Cancellations

Refunds will be given as follows:

  • Two business days prior to the seminar, registration fee less a $25 administrative charge.
  • One business day prior to the seminar, materials and registration fee less $75 OR transfer the registration fee to someone else in your firm or to an upcoming CLE seminar.
  • No call, no show will receive materials only, no refunds. In the unlikely event a seminar is canceled, registrants will be notified and issued full refunds.

In the unlikely event a seminar is canceled, registrants will be notified and issued full refunds.

Hotel Accommodations

There is currently no hotel block reserved, but registrants are encouraged to stay at the Doubletree Hotel on Sanderlin, Memphis, TN. Other suggestions available upon request – contact Renee at moore@olemiss.edu.

Accommodation of Special Needs

If you require special assistance relating to a disability, please contact Renee Moore at (662) 915-6738 prior to the seminar.