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A BETTR* Section Practice Primer CLE *Business/Estates/Trusts/Tax/Real Property
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This CLE presents a nuts and bolts approach to handling transactional matters relating to estate planning, probate, and business entity selection, while also exploring ethical dilemmas in the estate planning realm and offering an overview of state tax issues with a focus on appeal and settlement options relating to property tax disputes, the resolution of other Montana tax disputes, and a discussion of unique issues relating to the audit of pass-through entities.

8/12/2016
When: Friday, August 12, 2016
8:00 AM
Where: Alexander Blewett III School of Law
32 Campus Drive
Missoula 59812
United States
Contact: Meagan Caprara
(406) 447-2206


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A BETTR* Section Practice Primer

*Business/Estates/Trusts/Tax/Real Property

Approved for 6.0 (including 1.0 ethics) Montana CLE Credits

What will you learn?

This CLE presents a nuts and bolts approach to handling transactional matters relating to estate planning, probate, and business entity selection, while also exploring ethical dilemmas in the estate planning realm and offering an overview of state tax issues with a focus on appeal and settlement options relating to property tax disputes, the resolution of other Montana tax disputes, and a discussion of unique issues relating to the audit of pass-through entities.  This CLE is intended to provide an introduction (or refresher) to fundamental issues in the areas covered.

Schedule

a.m.

8:00

Registration

(Continental Breakfast included)

8:25

Welcoming Remarks

8:30-10:00

Basic Estate Planning: Who is it for? Why do we do it? And a little bit about How to do it.

Joanne McCormack

10:00-10:10

Break

10:10-11:40

Opening and Closing Probate

Bruce O. Bekkedahl

11:40 Lunch provided

p.m.

12:30-1:30

Guiding Clients Through the Entity Maze

Kristen Juras

1:30-1:45

Break

1:45-2:45

Ethics for Estate Planning Attorneys

Kristen Juras

2:45-3:45

Essential Facts about Montana Tax

Michael Green & Wiley Barker

3:45-3:55

Closing Remarks & Evaluations

 

Who are the speakers?

Faculty:

· Wiley Barker, Esq. Crowley Fleck PLLP, Helena

· Bruce O. Bekkedahl, Esq. Patten, Peterman, Bekkedahl & Green, P.L.L.C

· Michael Green, Esq. Crowley Fleck PLLP, Helena

· Kristen Juras, Esq. Adjunct Professor, Alexander Blewett III School of Law, Missoula

· Joanne McCormack, Esq. Joanne McCormack Law Office, PLLC, Missoula

Moderators:

· Brand G. Boyar, Esq. Boyar Law Offices, PLLC, Helena,

· Kathleen M. Magone, Esq. U.S. Bank N.A., Missoula

Where is it located?

The seminar is at the Alexander Blewett III School of Law, 32 Campus Drive, Missoula, MT 59812. The University of Montana charges for parking— A parking pass is included in your registration—please pick up your parking pass at the registration desk the morning of the CLE.  Registration will be located in the Atrium of the Alexander Blewett III School of Law. Campus Parking Map

A room block has been established at The Comfort Inn University. Please call the hotel at 1+-406-459-7600 and mention the State Bar of Montana to reserve your room rate of $139.00+ tax. 

Registration and Pricing

PRICE A         for attorneys practicing five years or more and all

                      other non-attorney registrants.

PRICE B         for attorneys practicing under five years and

                      members of the State Bar Paralegal Section.

 

                                            Price A                 Price B

Paid before July 29:              $275                   $250

Paid after July 29:                 $300                   $275

Full-Time Law Clerks for less than five years—50% of Price A

use promo code: LAWCLERKK2016

Law Students—No Charge

Use Promo Code: LAWSTUDENT2016

REFUND POLICY: Refunds are 75% if cancellation is 7 days or more before the seminar. Refunds are 50% if cancellation is less than 7 days. No refunds for cancellations on or after the date of the seminar. Cancellations or substitutions may be made in writing or by calling 406-447-2206.