Trust Seminar
2014 Annual CLE/CPE Advanced Estate Planning

October 31, 2014
Gordon Cooper Technology Center
4801 N Harrison
Shawnee, OK 74802

Call 580-436-8322 or email to reserve your spot by October 25th

*Seminar Material

CLE Credit:  This course will be submitted to the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for approval of 6 hours of mandatory CLE credit, including 1 hour of ethics.

Program:
8:30   - Registration, Continental Breakfast & Introduction of Speakers
9:00   - Estate Planning Overview and Other Key Documents Every Plan Should Have
            by Dawn D. Hallman, Attorney at Hallman & Associates, P.C., Norman, Oklahoma
10:00 - An Oldie but a Goodie 3 Advanced Estate Planning Techniques
            by Dawn D. Hallman, Attorney at Hallman & Associates, P.C., Norman, Oklahoma
11:00 - Who Cut the Cheese and Where is My Half - What you Should Know about Estate and Trust Fraud
            by: Kara Greuel, J.D., CPA, CFF, CGMA, CFE, Greuel Law Firm, PLLC, Tulsa, Oklahoma
11:50 - Lunch Provided by Vision Bank Catered by the Technology Center
1:00   - Estates of the Rich and Famous
            by: M. Keywood Deese, Senior Vice President & Trust Officer for Vision Bank, Ada, Oklahoma
2:00   - Useful, but Sometimes Overlooked, Statues for Estate & Probate Practitioners
            by: James Marshall, Attorney & Partner at Henson & Marshall, Shawnee, Oklahoma
3:00   - Question and Answer Session

Program Planner/Moderator: M. Keywood Deese, Senior Vice President & Trust Officer for Vision Bank

*Seminar Material
*Must bring your own print or digital copy.  A print out will not be provided at the event.