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Solo Small Firm: Basics of Estate Planning and Probate Law & Discussion of Flat-Fee Billing

Jan 24, 2013 08:00am -
Jan 24, 2013 09:30am

Event Description

Solo Small Firm Breakfast CLE 
Basics of Estate Planning and Probate Law & Discussion of Flat-Fee Billing

Learn the basic techniques and documents used in estate planning and probate law.  Sheila Kelly will take you steo-by-step through the fundamentals of estate planning, including intervierwing the client, basic gift & estate taxation issues, drafting estate planning documents and ethical issues in dual spouse representation.  She will review the probate process.  Do you go formal or informal?  What are some of the potential problems that can arise while probating an estate?  She will also discuss the benefits and pitfalls of using beneficiary designations, TODDs and POD accounts to avoid probate.

New Feature: Arrive at 8:00 a.m. for a half hour discussion about law office management. The discussion will focus on flat-fee billing.  Same price for one (1) or one and a half (1.5) hours CLE credit!   
Presenters: Sheila J Kelly, Sheila J. Kelly Attorney at Law (estate planning/probate); and Allision L. Marshall, Law Office of Allison Marshall, PA (flat-fee billing discussion)


Time:  8:00 to 8:30 a.m. Discussion of Flat-Fee Billing - .5 hours Standard Credit

           8:30 to 9:30 a.m. Basics of Estate Planning and Probate Law – 1.0 hours Standard Credit

Registration: 7:45 to 8:00 a.m.

Location:  Louisiana Café, 613 Selby Avenue, St. Paul

Credit: 1.5 Standard Credit approved; #174813

Cost (includes breakfast):  $20 RCBA members; $30 non-members











Event Type:Solo/Small Firm Section
Early registration ends on Jun 30, 2012.
Regular registration starts on Jul 01, 2012 and ends on Jan 24, 2013.
Late registration starts on Jan 25, 2013.
(GMT-06:00) Central Time (US & Canada)


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