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November 8, 2018The Catholic Foundation of Oklahoma will be presenting a continuing education program Nov. 28 from 8 a.m. to Noon at the Catholic Pastoral Center, 7501 Northwest Expressway.
The course is geared toward attorneys, accountants, financial planners and trust officers. Cost is $65 in advance; $85 at the door. Cost includes materials.
The course will feature Doug Stanley of Bryan Cave Leighton Paisner, LLP, in Saint Louis, Mo. Stanley counsels and advises clients, including high net-worth individuals, professionals and entrepreneurs, on a wide range of sophisticated estate planning, tax and fiduciary matters.
His broad practice includes estate planning and administration as well as income tax planning with a particular emphasis in the areas of wealth transfer tax planning and wealth transfer strategies. Stanley has experience in individual estate administration, closely-held business succession planning, asset protection and tax financial planning.
As co-leader of the firm’s Fiduciary Litigation Team, a significant portion of Stanley’s practice is dedicated to fiduciary conflict resolution and tax controversy work, including representation of clients in trust and estate administration disputes in local courts, during IRS audits and in the U.S. tax court.
Stanley is currently an adjunct professor in tax at Washington University School of Law and a fellow of the American College of Trust and Estate Counsel.
Prior to law school, Stanley practiced as a CPA with an international accounting firm.
The sponsor for the course is Bank of Oklahoma.
Topics to be covered will be updates on trust modifications, non-judicial settlement agreements, trust decanting, donor advised funds and private foundations.
This course is approved by the Mandatory Continuing Legal Education Commission of Oklahoma for a maximum of four credit hours, of which one hour is credit covering ethics. Certificates of attendance are available for CFP, CPA and other forms of continuing education.
For more information, contact (405) 721-4115 or [email protected]. Register online at www.cfook.org /estate-planning.