2010 Mo Bar Solo and Small Firm Conference
Topic: Probate/Estate/Elder Law

Business is Booming Basic Estate Planning for the Boomers and Everyone Else, Too

Thursday, June 10
10:00 a.m. - 11:00 a.m.

Speakers: David Rubin, Seamus Smith

Moderator: David Rubin

Course Materials:

Business is Booming: Basic Estate Planning for the Boomers and Everyone Else, Too (6 pages)

Last Will and Testament (7 pages)

Durable Power of Attorney for Health Care (5 pages)

Health Care Directive (3 pages)

Durable Power of Attorney (6 pages)

These materials are also available in Word format:

Last Will and Testament (7 pages)

Durable Power of Attorney for Health Care (5 pages)

Health Care Directive (3 pages)

Durable Power of Attorney (6 pages)


Special Needs Trusts: How to Write Them and How to Use Them

Thursday, June 10
11:15 a.m. - 12:15 p.m.

Speakers: Russell Fracassa, Martha Brown

Moderator: Debbie Schuster

Course Materials:

Special Needs Trusts: How to Write Them and How to Use Them (21 pages)
(Also available as: PowerPoint and PDF, 3 per page)

Special-Needs Trusts: Drafting and Administration Issues (16 pages)


Missouri Guardianships: Understanding the Options and Alternatives

Thursday, June 10
1:30 p.m. - 2:30 p.m.

Speakers: Debbie Schuster, Elizabeth Moran

Moderator: Debbie Schuster

Course Materials:

Identifying Alternatives to Guardianship (2 pages)

MO Guardianship: Understanding Your Options & Alternatives (40 pages)

Alternatives to Guardianship (2 pages)

Memorandum to Guardians and Conservators regarding Their Duties and Responsibilities (4 pages)

Petition and Other Forms (8 pages)
(Also available as Word)

Advance Directive for Mental Health Treatment (12 pages)

Request for Court Order for Psychiatric Evaluation and Production of Physician Interrogatories (1 page)
(Also available as Word)

Request for Independent Psychiatric Evaluation (1 page)
(Also available as Word)

Letter to Physician Requesting Completion of Interrogatories (2 pages)
(Also available as Word)


Advising Seniors on Planning for MoHealthNet (Medicaid)

Thursday, June 10
2:45 p.m. - 3:45 p.m.

Speakers: Russell (Rusty) Fracassa, Lois Zerrer

Moderator: Scott Gardner

Course Materials:

Advising Seniors on Planning for MO HealthNet (35 pages)

(Also available as PowerPoint and PDF, 3 per page)

Roundtable Discussion: Probate, Estate Planning, Elder Law

Thursday, June 10
10:30 a.m. - 11:30 a.m.

Leader: Debbie Schuster

Course Materials:

Due to the nature of this program, no materials are available.