Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation.
On-Demand: September 29, 2022
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Join myLawCLE for a seminar on the basics of Elder Law, including estate planning, Medicaid qualified trusts, planning for government benefits, guardians and conservatorships, and how to work with clients with diminished capacity. This CLE contains an hour of ethics.
This course is co-sponsored with myLawCLE.
Key topics to be discussed:
Date: September 29, 2022
Closed-captioning available
Mary Akkerman | Partner, Davenport Evans Lawyers
Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.
Mary is an American College of Trust and Estate Counsel (ACTEC) Fellow. She is a member of the Society of Trust and Estate Practitioners and Sioux Falls Estate Planning Council.
Mary has received an AV Preeminent® Peer Review Rating by Martindale-Hubbell®, for the highest level of professional excellence for legal knowledge, communication skills and ethical standards. She has a Band 1 individual ranking in the Chambers High Net Worth Guide by Chambers and Partners in the area of Private Wealth Law, and is listed by Best Lawyers® in Trusts & Estates. Mary has also been ranked in the top 5% of practicing attorneys in South Dakota by Great Plains Super Lawyers in the areas of Estate Planning & Probate.
I. Estate planning for the elderly client | 2:20pm – 3:00pm
II. Medicaid qualified trusts | 3:00pm – 4:10pm
Break | 3:30pm-3:40pm
III. Planning for government benefits | 4:10pm – 4:30pm
Break | 4:30pm – 4:40pm
IV. Ethics | 4:40pm – 5:40pm