Beyond Will Power: Estate Planning in 2025

course

PROGRAM INFO

  • Presentation Date 6/5/2025
  • Class Time 9:00 AM CT
  • Duration 420 min.
  • Format In-Person
  • Program Code 148589-118793
  • Ethics Credits: 1.00 hr(s)
  • General Credits: 5.00 hr(s)

Price: $200.00


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DESCRIPTION

Beyond Will Power: Estate Planning in 2025

Sponsored by the OBA Estate Planning, Probate & Trust Section

                                 

8:00 - 9:00          Registration and Breakfast (included in registration fee) 

9:00 - 9:50          Marketing an Estate Planning Practice - Roberto Seda

9:50 - 10:00        Coffee Break/Networking      

10:00 - 10:50      Oklahoma Qualified Dispositions into Trust Act - Tyler R. Barrett

10:50 - 11:00      Coffee Break/Networking     

11:00 - 11:50      Trust Protectors - Dan Woska

11:50 - 1:00        Lunch Break (included in registration fee)   

1:00 - 1:50          Tax Consequences of Powers of Appointment - David Postic

1:50 - 2:00          Coffee Break/Networking     

2:00 - 2:50          Blended Families - Bria Winston

2:50 - 3:00          Coffee Break/Networking      

3:00 - 3:50          Ethics and EP - Jana Harris

3:50 - 5:00         Pickleball and Reception (2 drink tickets included in registration fee)   

 

 

 

Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.


ATTENDANCE DETAILS

Location
Chicken N Pickle
8400 N Oklahoma Ave
Oklahoma City, OK 73114


Date and Time
Thursday, June 5, 2025
Time: 9:00 AM CT
Duration: 420 min.

Registration Closes
Thursday, June 5, 2025

Additional Notes