Continuing Education Events
Welcome to our Continuing Education (CE) Events Calendar, your go-to resource for upcoming educational opportunities. Here, you’ll find a curated list of CE events featuring our attorneys designed to keep you at the forefront of industry knowledge and skills. Stay informed and ahead in your practice by exploring the events below.
Early Termination of Trusts
Early Termination of Trusts: Panacea or Professional Negligence?
Hosted by: Leimberg Information Services (LISI)
In this day and age of high federal estate tax applicable exclusion amounts, many clients desire to terminate trusts that they perceive to no longer have value in their estate planning. These could be by-pass trusts, life insurance trusts or other irrevocable trusts. However, trust terminations have tax consequences. Paul Hood and Ed Morrow will methodically and carefully take you through those tax consequences, some of which might really shock you.
Date: August 25, 2025
Time: 2:00 – 3:30pm CT
Speaker: Edwin P. Morrow
Can YOU BDIT?
BDIT’s and BDOT’s…”The Beneficiary Defective Inheritor’s Trust” and “The Beneficiary Deemed Owned Trust.”
Hosted by: Leimberg Information Services (LISI)
We hear about trusts all the time – many different types of trusts – for tax reasons, but also for non-tax reasons. Many transactions and trusts can save and avoid estate taxes. However, some can save and avoid income taxes as well. In this do not miss event, Ed Morrow and Paul Hood present on the BDOT and BDIT – the Beneficiary-Deemed-Owned Trust (BDOT) and the Beneficiary Defective Inheritor’s Trust (BDIT).
Date: August 26, 2025
Time: 3:00 – 4:30pm CT
Speaker: Edwin P. Morrow
Defending Against Frivolous Employment Claims: Assessing the Claim for Merit, Motion Practice, Sanctions, and Remedies
Hosted by: Strafford, a BARBRI company
Frivolous lawsuits from unhappy employees are becoming more common, leading companies to choose between settling quickly to protect their reputation or defending themselves to discourage similar claims. Counsel must assess whether a claim lacks merit and decide on an appropriate defense strategy, which could include alternative dispute resolution, settlement, or litigation with motions and potential sanctions. Panelist Andy Boling takes part in the discussion covering how to evaluate such claims, develop defense strategies, and consider possible remedies and sanctions.
Date/Time: November 5, 2025 @ 11:00am CT
Location: Virtual
Speaker: Andrew J. Boling