19th Annual Estate Planning Institute

This is an Annual Institute offered by the Brandeis School of Law focused on Estate Planning.  This 1 day event offers 7 hours CLE in KY & IN Bar Associations, including 2 hours satisfying KY Ethics requirement.

See schedule below:

Nineteenth Annual Estate Planning Institute
Friday, May 27, 2016
University Club & Alumni Center
University of Louisville
Louisville, KY

Program Outline

7:45 AM                      Registration

8:30 AM                      Welcome

                                    Susan Duncan
                                    Dean and Professor of Law
                                    University of Louisville
                                    Brandeis School of Law

8:45 – 10:45 AM         Recent Developments in Professional Responsibility

                                    Grace Giesel
                                    Professor of Law
                                    University of Louisville
                                    Brandeis School of Law

10:45 – 11:00 AM       Break

11:00 – Noon              The ABLE Act: recently added to the Internal Revenue Code and now adopted in Kentucky, provides planning opportunities for families dealing with autism.

                                    Kelly Gannott, Esq.
                                    Kentucky ElderLaw PLLC
                                    Louisville, KY

Noon – 1:15 PM         Lunch

1:15 – 2:15 PM           Oh Me Oh My!  Unique Issues in Estate Planning and Probate including:  declaring a missing person “dead,” evicting squatters from estate real property, drafting oddball trusts (gun trusts and pet trusts), and videotaping an estate planning signing.

Kelli E. Brown
Goldberg Simpson, LLC
Norton Commons
9301 Dayflower Street
Louisville, KY  40059

2:15 – 3:15 PM           When Your Estate Plan Grows Up - A Corporate Fiduciary's Perspective

Laurie Beth Baird
PNC Wealth Mgmt
Louisville, KY


Neil Byrne
PNC Wealth Mgmt
Louisville, KY

3:15 – 3:30 PM           Break

3:30 – 4:30 PM           “Retirement Plans, Beneficiary designations, and Trusts: How to Protect Your Special Needs  Beneficiaries (and Those Who Aren’t Special Needs)”

                                    Misty Clark Vantrease
                                    Kentucky ElderLaw PLLC
                                    Louisville, KY


4:30 – 5:30 PM           Current Developments in Estate Planning

                                    Kevin L. Johns
                                    Wyatt Tarrant & Combs LLP
                                    250 W Main Street, Ste 1600
                                    Lexington, KY

Registration Link is http://louisville.edu/law/events/register

CLE Credits:
7.00 hours, with 2.00 ethics approved by KY &  IN Bar Associations.

Friday, May 27, 2016 at 8:30am to 5:30pm

University Club & Alumni Center, Ballrooms B and C
200 E. Brandeis Ave , Louisville, Kentucky 40208

Event Type



Law, Brandeis School of Law





Contact Name

Tracie Cole

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University of Louisville

2301 S. 3rd St.

University of Louisville

Louisville, Kentucky 40292

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(502) 852-6171

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