Paul Morf Presentations
- Can a Trust be Changed or Fixed After the Fact? Amendment Powers, Decanting, and other Strategies
- Planning for the Best Seminar
- Fixing Broken Trusts and Drafting Flexibility into New Trusts: What Can We Do without Decanting Statute?
- MidWestOne CLE
- Fixing Broken Trusts
- Cedar Rapids Area Estate Planning Council
- Leaving the Farm or the Business to the Next Generation: Tips for Minimizing Income Taxes, Estate Taxes and Family Fights
- Professional Advisor Conference, Iowa State University
- Decanting - What Can Be Done Absent an Enabling Statute?
- Iowa State Bar Association Annual Meeting
- Hertz Farm Management Presentations
- July, Iowa & Illinois; October, Texas
2014 Presentations
- Ethical Issues in Charitable Gifting and Estate Planning
- Iowa Trust Association 2014 Annual Convention
- Avoiding Ethical and Liability Pitfalls: Recent Developments Impacting Estate Planning Advisors and Their Clients
- 2014 Professional Advisor Conference
- Ingram Case - Duties Attorney, Unauthorized Practice of Law
- Cedar Rapids Estate Planning Council
- Decanting: It Shouldn't be Limited to Vintners
- Iowa State Bar Association Annual Meeting
- Elder Abuse / Power of Attorney Act / Ingram Decision / Unauthorized Practice of Law
- Iowa Trust Association Fall Meeting
- Ethics in Estate Planning: What is the Difference Between an Estate Planning Lawyer and a Non-Lawyer Estate Planner, and Why Does it Matter?
- IPTV
- The Ever-Changing American Family: Implications for Planning Posed by Evolving Definitions of Marriage, Parentage, and Family hosted
- IPTV
- Blended and Non-Traditional Family Planning in Des Moines, IA
- Financial Planning Association of Iowa
- Hertz Farm Management Presentation
- Orlando, FL
- Successfully Planning an Estate or Trust
- Hawkeye's Money Smart Ag Conference
2013 Presentations
- Estate Planning for Married Couples in Iowa
- Iowa State Bar Association, Tax Section
- Tax-Sensitive Estate Planning in 2013, With an Emphasis on Charitable Giving Strategies
- Mercy Hospital
- Charitable Giving Strategies in 2013: Helping Donors Get the Maximum Match From the Government When They Give
- Northeast Iowa Community Foundation
- Tax-Sensitive Estate Planning in 2013, With an Emphasis on Charitable Giving Strategies
- Quad Cities Estate Planning Council
- Premarital Agreements, Post-marital Agreements, and the Elective Share
- Iowa Associate for Justice
- Charitable Giving Strategies and Tax Incentives Every School and School FoundationShould Know: Helping Your Donors Get a Match From the Government When They Give hosted by Iowa School Board Association Conservation Easements and Land Preservation in the Midwest
- University of Iowa Law School
- The Ever-Changing American Family: Implications for Planning Posed by Evolving Definitions of Marriage, Parentage and Family
- Iowa State Bar Association
- The Aging Population and Effective Representation of Older Clients
- Health Law & Policy Resource Center, University of Iowa College of Law
- Estate and Business Succession Concepts for Farmers and Farm Owners
- Iowa Farm Business Association
- Current Estate Planning Issues
- Iowa Trust Association
2012 Presentations
- University of Iowa Law School Fall Probate CLE, September 28, 2012
- Chair
- The Uniform Prudent Investor Act and the Duty to Diversify: The Devil is in the Details Webinar for US Bank Community Trust Officers in 60+ locations across 18+ states
- Estate Planning in Uncertain Times: Back to the Future, with Darrel Morf, hosted by the Mercy Medical Center Foundation
- Advising, Accounting and Ethical considerations for your Nonprofit, sponsored by AFP Eastern Iowa, a chapter of the Association of Fundraising Professionals
- Panel Member
- Hertz Farm Management Presentations: February 8, 2012: Orlando, FL, February 9, 2012: Sarasota, FL, February 10, 2012: Fort Myers, FL, February 20, 2012: Palm Springs, CA, February 21, 2012: Phoenix, AZ, February 23, 2012: Tucson, AZ, February 24, 2012: Mesa, AZ
2011 Presentations
- Planning For the Best
- Chair
- Iowa State Bar Association Fall Probate Seminar
- Eastern Iowa Planned Giving Center
- Panel on Teamwork
- United States Supreme Court - Petitioning For Writ Of Certiorari
- Iowa City Corporate Counsel
- Planning in the Wake of the 2010 Tax Legislation: Navigating the Planning Storm withonly Two Years of Visibility
- Tri-State Estate Planning Council (Dubuque, IA)
- Estate Planning after the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 - Panel Discussion
- Iowa State Bar Association Convention, Spring 2011
- Inherited Wealth: How do I Empower my Children Rather than Corrupt their Initiative:Drafting and Administrating Trusts without Trust-Babies
- Webinar Series
- Practical Strategies for Drafting and Estate Planning in 2011 for US Bank Community Trust Officers in 60+ locations across 18+ states
- Planning in the Wake of the 2010 Tax Legislation: Navigating the Planning Storm withonly Two Years of Visibility, Society of Financial Planning Professionals
- Elmcrest Country Club (Cedar Rapids, IA)
- Update on 2010 Estate Tax Legislation, Seminar for Estate Planning Professionals Sponsored by the Burlington YMCA
- Advanced Care Planning - More than Healthcare Powers of Attorney and Living Wills, ACTEC Blue Ribbon Panel
- Spring Tax Institute 2011
- Planning for the Modern Family; Challenges Posed by Changing Social Norms and Evolving Reproductive Technologies, with US Bank
- Business Succession Planning, Iowa Small Business Development Centers
- Emmetsburg, IA
- Business Succession Planning, Iowa Small Business Development Centers
- Cedar Rapids, IA
- Valuation Issues in Planning: Wielding the Two-Edged Sword of Valuation-Based Planning Without Cutting Yourself
- Webinar Series
- Practical Strategies for Drafting and Estate Planning in 2011 for US Bank Community Trust Officers in 60+ locations across 18+ states
- Panel on Aging and Incapacitation Issues
- Cedar Rapids Area Estate Planning Council
- Conservation Easements and Legal Strategies for Private Philanthropy Involving Land Preservation
- Cultural Property Class - University of Iowa School of Law
- Practical Strategies for Drafting and Estate Planning in 2011
- Webinar Series
- Practical Strategies for Drafting and Estate Planning in 2011 for US Bank Community Trust Officers in 60+ locations across 18+ states
- Estate Planning in Light of the New Tax Law
- Black Hawk County Estate Planning Council
- Tax and Non-Tax Estate Planning Considerations for Farmers in 2011 and Beyond: AsYou Sow, So Shall You Reap. Sponsored by Hertz Farm Management
- Hertz Farm Management Presentations: November 7, 2011: Dallas, TX, November 8, 2011: Houston, TX
