Many excellent attorneys overlook succession planning and do not protect themselves and their loved ones with an estate plan. Others forget to plan how to maximize the value of their practice (and/or clients' businesses) for retirement and cashing out purposes, intergenerational transfers, and so forth. These gaps, however unintentional, create significant vulnerabilities in an attorney's life both at work and at home. Come learn about estate and business succession planning to put the oxygen mask on first.
Our speakers are Alexandra Johnson, Esq. and Jeffrey Duke, Esq.
Attorney Johnson’s law practice focuses on estate planning. Both professionally and personally, she has seen first-hand how a good estate plan can help families and business owners navigate through issues such as dementia and other loss of competence, as well as the devastating problems that can arise when no plans are in place. Additionally, her training in this area includes programs provided by the Estate Planning Council of St. Louis, BAMSL, Office of the United States Trustee – Bankruptcy, and the Missouri Bar. She also is the President of the St. Louis Hispanic Bar Association.
Attorney Duke graduated magna cum laude with a Bachelor of Science degree from the University of Tennessee—Chattanooga and moved to the Midwest in 1986 where he worked as a research chemist at Monsanto Company for fifteen years. A few years before winding up a career as a chemist, he enrolled in the Evening Program at the St. Louis University School of Law and completed his degree in the top 25% of his class. After initially working at Lathrop & Gage for a few years, he settled into a mid-sized firm in Clayton where he was soon named partner. He now practices for himself and his clients, bringing a client-centered southern influence to his work including estate planning and probate law.
Fee: $25 (free for Library Members and SLU Law Students and Faculty)
Qualifies for 1.2 MO CLE Credit.