PROBATE LAW SEMINAR

September 28, 2023

Courtyard Marriott; 1 Riverfront Plaza, Hamilton, OH 45011

6.5 Hour CLE (5.5 Hour General Instruction & 1 Hour Attorney Professional Conduct)

AGENDA

8:00am - 8:30am : Registration & continental breakfast

8:30am - 9:30am : A Guardian’s Guide to Navigating Business Interest & Business Entities (Attorney Patrick McCausland)

9:30am - 9:45am : Break

9:45am - 10:45am : POA, Guardians, Mental Health Directives, and the Court - Who Makes the Decision? (Attorney Heather Sanderson Lewis)

10:45am - 11:45am : Case Law & Legislative Updates (Attorney Charles Maddox)

11:45am - 12:45pm : Lunch

12:45pm - 1:15pm : Why Special Needs Planning is Important (Attorney Derrick Graham)

1:15pm - 2:15pm : Medicaid Estate Recovery (Attorney Robert Byrne)

2:15pm - 2:30pm : Break

2:30pm - 3:30pm : Ethics – Issues in Estates & Trusts (Attorney Joshua Goode)

3:30pm - 4:00pm : Questions/Answers - Local Rules & Court Procedures (Judge John Holcomb)


Registration Fees:

BCBA Member Full Day CLE $200.00
Non-Member Full Day CLE $225.00
BCBA Member Attorney Professional Conduct 1-Hour CLE ONLY $30.00
Non-Member Attorney Professional Conduct 1-Hour CLE ONLY $50.00

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