Trust Seminar
2015 Annual CLE/CPE Advanced Estate Planning

October 30, 2015
Pontotoc Technology Center
601 W. 33rd Street, Ada, OK  74820

Call 580-436-8322 or email to reserve your spot by October 23rd



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:
8:30am – Registration & Continental Breakfast & Introduction of Speakers

 

9:00am – 9:50am – Every Trust You Have Ever Wanted To Know About And Were Afraid To Ask! by: M. Keywood Deese, Senior Vice President & Trust Officer for Vision Bank, Ada, Oklahoma

 

9:50am – BREAK

 

10:00am – 10:50am – How Do You Define An Accounting? Let Me Count The Ways! by: Kara Greuel, J.D., CPA, CFF, CGMA, CFE, Greuel Law Firm, PLLC, Tulsa, Oklahoma

 

11:00am – 11:50am – It Seemed Like A Good Idea At The Time!  by: Kara Greuel, J.D., CPA, CFF, CGMA, CFE, Greuel Law Firm, PLLC, Tulsa, Oklahoma - Ethics

 

11:50am – 1:00pm – Lunch Provided by Vision Bank Catered by Papa Gjorgio’s Italian Restaurant

 

1:00pm – 1:50pm – Bankruptcy Basics For The Non-Bankruptcy Practitioner by: Preston Draper, Attorney at Law, Sweeney, Draper & Christopher Law Firm, Ada, Oklahoma 

 

2:00pm – 2:50pm – I Didn’t Know That – Selected Topics on Estate Planning & Administration by: James Marshall, Attorney & Partner at Henson & Marshall, PLLC, Shawnee, Oklahoma

 

2:50pm – BREAK

 

3:00 pm - 3:50 pm - Question and Answer Session

 



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


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