OMRF will offer estate planning seminars for attorneys, CPAs and financial planners on Nov. 30 in Oklahoma City and Dec. 1 in Tulsa.
The keynote speaker at both events will be Steve Akers of the Bessemer Trust Company of Dallas, Tex.
The seminar will provide attendees with 4 hours of CLE credit, including 1 hour ethics credit, by the Oklahoma Bar Association. CPAs who attend will receive a certificate to document their attendance, and CFPs will receive 4 hours’ credit.
The Nov. 30 seminar will be held from 1:00 to 5:00 p.m. at the Oklahoma City Marriott, 3323 Northwest Expressway and will feature ethics speaker Cynda Ottoway, a partner with Crowe and Dunlevy.
Andy Wolov with Hall Estill will cover ethics at the Tulsa seminar on Dec. 1 at the Doubletree Hotel Downtown, 616 West 7th Street, from 8:00 a.m. to 12:00 p.m.
Akers, a Managing Director in Bessemer’s Legacy Planning Department, is Fiduciary Counsel for the Southwest Region. He serves on the Advisory Committee of the University of Miami Philip E. Heckerling Institute on Estate Planning. He has served in numerous leadership positions in local, state and national bar organizations.
Ottaway’s practice focuses on estate planning, trust and estate administration, planning for closely held family businesses and litigation resolving business and family disputes. She is a leader for several legal organizations as well as a frequent speaker on ethics issues.
Tulsa attorney Andrew Wolov conducts tax and estate planning seminars and is active in legal and civic associations. His practice centers on representing high net worth closely held companies, family business succession planning, estate planning, charitable tax planning and general tax matters.
The cost for the seminar is $25, and registration is required. To register for either location, call (405) 271-8646, email colemana@omrf.org, or visit www.omrf.org/estate. Registration will remain open through Nov. 24.
