with the



2 Days/ 16Hours CE Credit only

$250 (Lunch Included)

2-Day Session

Madison: January 18 & 19

Topics Include Asset Protection Techniques for Creditor and Protection

Tax Planning under a Biden/Harris Administration

Location: Madison Community Room @ Baptist Madison Campus - 401 Baptist Dr, Suite 201 Madison, MS 39110

Presented by the

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Presented by the

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Dear Colleague

Financial and legal advisors have seen many important changes in recent years. Our clients have more options and greater certainty in planning their legacies through trusts. Congress has given us the greatest opportunity to shelter significant wealth from estate taxes, but those opportunities also came with a deadline that we cannot count on being extended. We have fewer than three years to help our clients avail themselves of these critically important strategies before they disappear. We’ve already seen what some in Congress and the White House want to do to these planning tools, with proposals last year that would eliminate our ability to create intentionally defective grantor trust and would roll back current estate tax exemptions to 2005 levels. Those attempts have failed so far, but the sunset provisions in existing law remain in place. The time for our clients to act is now, and we need to spread the word and help them do it.

Our state legislature has been busy as well, with the adoption of numerous additions of the uniform trust code that clarify some questions and add creditor protection mechanisms to our trust law. Additionally, they have added numerous changes to law automatically revoking beneficiary designations for life insurance and certain retirement accounts upon divorce, along with statutory disinheritance from existing wills. Our state has finally embraced ABLE accounts to give greater autonomy to public benefit recipients over supplemental funds without incurring the expense of creating stand-alone special needs trusts. Additionally, the law has changed the order of liquidation of estate assets needed to pay estate claims, known as abatement, which could affect many of our clients’ estates. They have also given us a new tool for avoiding probate in the transfer of land and vehicles through pay-on-death deeds and pay-on-death titles. Our state has also adopted a law allowing for ancillary probate of estates allowing assets to pass under the laws of another jurisdiction.

Nursing home costs continue to rise, and most clients are simply unprepared to pay for the possibility of this expense during their lifetime. Without preplanning, many clients and their surviving families will be left destitute in the event of a catastrophic illness requiring skilled nursing care. To explore these planning opportunities, I am pleased to present this eighth installment of our Trusts, Estates, & Elder Law Boot Camp for Advisors. This year’s presentation will focus on the current state of the law and the anticipated changes to better equip you to answer your clients’ questions and encourage them to plan. In addition to covering the fundamentals of trusts, wills, and probate, we will cover Asset Protection Techniques for the Wealthy and Middle Class, Asset Protection Opportunities for Beneficiaries, Veterans Special Pension Benefits for Aid & Attendance, Elder Law and Medicaid Planning, and Special Needs Planning. Regardless of the estate tax, the huge demographic group called the Baby Boom continues to age and represents the largest accumulation of wealth the world has ever seen. As their trusted advisor, your Boomer clients are seeking advice from you on how to best plan for these transfers and how to preserve their wealth from creditors, the government, and the costs of long-term care. Boot Camp will prepare you to advise your clients on their many options, while enabling you to meet most, if not all, of your continuing education requirements for the year.

Very truly yours,

Ronald C. Morton, J.D., LL. M.

Certified Elder Law Attorney

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Ronald C. Morton is a Certified Elder Law Attorney and Estate Planning Law Specialist serving the legal needs of clients throughout Mississippi. His practice includes Estate Planning and Administration, Elder Law, Medicaid Planning, and Asset Protection Planning. Ron’s guiding concern is to give clients clear and straightforward advice on complex areas of the law. He believes that a good lawyer makes complex legal concepts easy to understand, so clients can make intelligent decisions after first considering all options. Client and advisor education is a centerpiece of his practice. Ron helps his clients implement sophisticated estate plans without unnecessary complexity.

Register Today Seating is Limited!

Learn how you can find additional opportunities to service your clients and put additional revenue in your pocket. This two-day course is designed to take the professional from little to no knowledge of estate planning to practical, real world knowledge. Come away from this event being able to spot the critical estate planning issues facing your clients, along with being able to identify the techniques needed to save taxes, reduce risk, and build increased client satisfaction.

Topics for Trusts, Estates & Elder Law Boot Camp for Advisors

Presented by the Morton Law Firm, PLLC


Foundational Estate Planning - Issues That Affect All Clients

Non-Tax Reasons for Estate Planning

Why People Fail to Plan Their Estates.

Living Trusts: When you need them, and when you don’t.

Alternatives to Living Trusts.

When is a Trust Better than a Will?

When is a Will Better than a Trust?

The Deceased Client - Probate and Trust Administration

What Must be Done Immediately and What Can Wait

Mechanics of Probate.

How Trusts are Administered.

Preserving Portability of the Spousal Credit.

The Entrepreneurial Client

Understanding the Tax Cuts & Jobs Act of 2017

Choosing a Business Entity.

Shareholder Agreements.

Funding Buy/Sell Agreements with Life Insurance.

The impact of Divorce on business ownership.

The Wealthy Client - Are Estate Taxes Still a Concern?

Major Elements in Calculating the Estate Tax.

How Long is “Permanent?”

Reliance on Estate Tax Portability.

Non-Tax Reasons for QTIP’s and Credit Shelter Trusts

Freeze & Fractionalize: What it is and why we do it.

Value Management: Control, Income, & Marketability.

How Family Limited Partnerships Can Manage Value

Grantor Trusts: What they are and how we use them

Keeping Life Insurance Proceeds out of the Estate

Generation Skipping Transfer Tax and Ways to Avoid It.

The Wealthy Client - Asset Protection Opportunities for the Top 1%

Domestic Asset Protection Trusts.

Spousal Lifetime Access Trusts.

Mississippi Limited Liability Companies

Nevada and Wyoming Limited Liability Companies.

The DAPT/LLC Combo for Maximum Protection and Flexibility

Trustee Selection

Comparison of Popular DAPT Jurisdictions

The Middle Class Client - Asset Protection Opportunities for the Remaining 99%

Wealth Preservation Trusts

Protection Against a Potential $390,000 Nursing Home Liability.

Protection of the Home.

Protection of Other Assets.

Pre-Planning vs. Crisis Planning

Foundational Documents Necessary for Crisis Planning

Trustee and Beneficiary Selection.


All in the Family

The Role of Family Limited Partnerships and Family LLC’s in Estate Planning.

Family Sentry Trusts.

Family Access Trusts.

Family Retirement Preservation Trusts.

Distribution Rules and Related Tax Consequences of IRA Beneficiary Selection

Irrevocable Life Insurance Trusts

Does Anyone Still Need an ILIT?

Life Insurance and Liquidity.

What an ILIT Can Achieve

Who Should Be Trustee, and What’s a Crummy Letter Anyway?.

Non-Traditional Goals of ILITs

Unwinding an ILIT.

The Nontraditional Family - His, Hers, and Ours

Anticipating and Addressing issues in Blended Families.

How to Keep Beneficiaries from Killing (or suing) Each Other

Prenuptial Agreements.

The QTIP Trust – It’s Not Just for Saving Taxes

The Elderly Client - Elder Law & Medicaid Planning

Special Needs of Clients over the Age of 70.

Identify and Avoid Undue Influence and Lack of Capacity Claims

When is a Conservatorship Necessary?

How can your Clients Avoid a Costly Conservatorship?

Where will your Clients Live, and How will they Pay for it

The Role of Long Term Care Insurance, Medicare, and Medicaid

Options for Clients that Cannot Qualify for LTC Insurance.

The Client with a Disabled Child - Special Needs Planning

Is a Nursing Home in your Client’s Future?

Special Needs Planning.

1st Party and 3rd Party Special Needs Trusts.

Trustee Selection for Special Needs Trusts.

The Retired Client - Retirement Plans

Distribution Rules and Related Tax Consequences.

Who should be Named Beneficiary of the Retirement Plan?.

Can a Trust Really be Beneficiary?

Planning for Unmarried and Same Sex Couples

What’s Changed

Healthcare Proxies

Lifetime Gifts to Trusts Instead of Outright.

Veterans Pension Benefits

Service Requirements

Planning for Benefits

Use of Benefits.

Calculating Aid & Attendance Benefits.



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