Free CLE & CPE Webinar
Corporate Fiduciaries, Easements, Taxes, Decanting, Irrevocable Trusts and Disciplinary Actions for Professionals. This course has been sent for approval by the Oklahoma Bar Association for Mandatory Continuing Legal Education Commission for 6 hours of mandatory CLE credit, including 1 hour of ethics. It has also been sent for approval to get judicial credits for the Judges.
Schedule of Events:
8:30am –Welcome & Introduction of Speakers
9:00am – 9:50am – Considerations when Drafting for Corporate Fiduciaries
By: Paul Crocker, J.D., Sr. Vice President & Trust Officer, Vision Bank
9:50am – Break & Introduction of Shiny Mathew
10:00am – 10:50am – Navigating Money in an Uncertain Economy
By: Shiny Mathew, Tax Attorney, Accountant, Business Owner, Oklahoma
10:55am – 11:45am – Navigating Money in an Uncertain Economy
By: Shiny Mathew, Tax Attorney, Accountant, Business Owner, Oklahoma
11:45pm – 12:30pm – Lunch Break
12:30pm – Introduction of Riley Kern
12:35pm – 1:25pm – Decanting Trusts in Oklahoma: When, Why, and How to Pour an Old Trust into a Better Vessell
By: By: L. Riley Kern, Attorney and Founder of Roots Law, P.C. in Tulsa, Oklahoma
1:30pm – 2:25pm – Deep Roots, Flexible Branches: Modifying Irrevocable Trusts
By: L. Riley Kern, Attorney and Founder of Roots Law, P.C. in Tulsa, Oklahoma
2:25 – Break & Introduction of Preston Draper
2:35pm – 3:25pm –You Can’t Make this Stuff Up – Another Review of Attorney & Accountant Disciplinary Actions (Ethics)
By: Preston Draper, Attorney at Law, Ada, Oklahoma