Tax and Estate Planning Institute

When:  May 19, 2022 from 08:30:00 AM to 03:45:00 PM (CT)
Associated with  Taxation Section

REGISTER HERE

SCHEDULE
8:30 - 9:00 - Divorce and Death: What to Expect - 
Speakers: Tyler Coe, Dentons Davis Brown and Breanna Young, Dentons Davis Brown
9:00 - 10:00 - Iowa Tax Changes and Inheritance Tax (Part 1) 
– Speaker: Kristine Tidgren, ISU Center for Agricultural Law and Taxation
10:00 - 10:15 - Break
10:15 - 11:15 - Iowa Tax Changes and Inheritance Tax (Part 2) 
– Speaker: Kristine Tidgren, ISU Center for Agricultural Law and Taxation
11:15 - 12:15 - Fiduciary Income and Estate Tax Basics 
– Speaker: Kyle Wilcox, Simmons Perrine Moyer Bergman PLC
12:15 - 1:00 - Lunch  (provided with in-person attendance)
1:00 - 1:45 – Trust Drafting Considerations in 2022 
– Speaker: Wayne Reames, Belin McCormick PC
1:30 - 2:30 - Ethics 
– Speaker: Tara van Brederode, Director of Attorney Discipline and Administrator, Attorney Disciplinary Board, Iowa Supreme Court Office of Professional Regulation
2:30 - 2:45 - Break
2:45 - 3:45 - Revoking the Irrevocable Trust and Other Fun Things to Do With Them 
– Speaker: David Repp, Dickinson Mackaman Tyler & Hagen PC

CLE CREDIT (pending)
6.75 state hours which includes 1 ethics hour

REGISTRATION FEES
ISBA Taxation Section Members - $135
Please use promo code estateCLE when registering to receive the $135 rate. This code is for ISBA Taxation Section members only. This code is not applicable to YLD Members (Years 1-5) who are members of the section.

ISBA Members - $160
ISBA YLD Members (Years 1-5) - $100
Non-ISBA Members - $260
Paralegals/Legal Assistants - $75  
Law Students - Free

ATTENDANCE PREFERENCE
Please select attendance preference (in-person or live webinar) when registering for these events. In-person attendance will take place at the ISBA Building (625 E. Court Ave., Des Moines, IA 50309). Please note the ISBA encourages the wearing of masks at all in-person ISBA events.

Sponsored by The Iowa State Bar Association Taxation Section

QUESTIONS
Please contact the ISBA CLE Department at cle@iowabar.org or 515-697-7874.

Contact

Christy Cronin
5156977874
cle@iowabar.org