Annual Meeting

Ignite Your Practice with Purpose

June 18 - 20 | Iowa Events Center | Des Moines

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TABLE OF CONTENTS

General Information Welcome MessageSchedule of EventsSocial Events GuideSponsors

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32CLE Credit Information

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Ag Law Track Collaborative Law TrackCorporate Counsel TrackCourt Reporters TrackFederal Practice TrackFundamentals of Law TrackJudges Track #1Judges Track #2Plenary TrackRetirement TrackWhat’s Trending in Law Track

CLE PROGRAMMING - MONDAY

More detailed CLE programming information for Monday can be found beginning on page 9.

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Case Law Track Court Reporters TrackFundamentals of Law TrackJudges Track #1 Judges Track #2Juvenile Law TrackLitigation Track Plenary TrackProbate Track

CLE PROGRAMMING - TUESDAY

More detailed CLE programming information for Tuesday can be found beginning on page 16.

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Access to Justice TrackCommercial and Bankruptcy Law/Real Estate TrackCourt Reporters TrackElder Law TrackEthics TrackFamily Law TrackFundamentals of Law TrackLitigation TrackPlenary Track

CLE PROGRAMMING - WEDNESDAY

More detailed CLE programming information for Wednesday can be found beginning on page 25.

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Application has been made and approved for 17 state hours which includes up to 10.25 ethics, 12.50 federal and 5.5 juvenile law hours. The total number of CLE credits earned depends on tracks attended.

Activity identification numbers are as follows:ISBA Annual Meeting - 298640Iowa Judges Association Annual Conference - 297638 (10 state hours which includes 1.75 ethics hours)

MondayApplication has been made and approved for 3.75 state hours which includes up to 2.25 ethics and up to 3 federal hours.

Tuesday Application has been made and approved for 6.5 state hours which includes up to 3.5 ethics, 3.5 federal and 4.5 juvenile hours.

Wednesday Application has been made and approved for 6.75 state hours which includes up to 4.5 ethics, 6 federal and 1 juvenile hour.

On page 32, a chart has been made available to assist attendees in the tracking of CLE credit.

All annual meeting attendees are welcome to attend any of the educational sessions listed in this program, including the judges tracks. All programs take place at the Iowa Events Center unless listed otherwise.

Annual meeting attendees who are looking to update their professional photos can take advantage of an opportunity to get a free, professional, digital photo taken right on-site.

Meeting attendees can have their photo taken outside room 321 during most session breaks throughout the conference or simply visit the ISBA registration desk in the event location’s lobby to set-up a time.

Level 1 Level 3 Level 4

Mezzanine Level

CLE CREDIT INFORMATION

FREE PROFESSIONAL PHOTOS

EVENT LOCATION MAPS

CLE PROGRAM ATTENDANCE

GENERAL INFORMATION

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Ignite Your Practice with Purpose. This is your 2018 Iowa State Bar Association Annual Meeting theme. What exactly do we mean when we say Ignite Your Practice with Purpose? Simply, this is a moment where you as a member of Iowa’s legal community can take your practice to the next level. Whether a seasoned attorney or new to the profession, this is a benchmark moment in your practice.

For younger members, this is the moment to ask yourself, “Have I created a foundation for success?” We hope you answered, “Yes.” Even those that stand on a solid career foundation will find further stability and success in knowledge. This conference provides just that. Knowledge. Knowledge in

the absorption of information the impressive CLE programing provides. Knowledge in the discovery of services available to you to construct an effective and efficient work environment. Knowledge in the interactions had with your fellow Iowa attorneys. By being at this year’s annual meeting, you are taking a substantial step towards a successful future in law.

To those attendees who have been in the trenches of the practice of law for decades, first, we salute and thank you for your dedication to the profession. It’s because of professionals like yourself that we have the outstanding bar we have today. For you, Ignite Your Practice with Purpose may conjure up different meanings. As your years as a practicing lawyer wind down, this conference is an excellent opportunity to make sure you’re prepared for the future. May this event ignite a spark to finish strong and be a reminder that it’s never too late to solidify your practice and enhance Iowa’s legal community. By being at this year’s annual meeting, you are doing just that.

Attendees who find themselves in the prime of their career may benefit the most from attending this conference. This is a perfect moment to take a look in the mirror to evaluate your career. It’s also the ideal time to look ahead. The tools to assist you in further developing your practice can be found right here in this building. By being at this year’s annual meeting, the practice you dream of can become a reality.

For all, we hope you truly enjoy the programming, social activities and sense of community during these three days. The Annual Meeting Committee and ISBA staff have worked tirelessly to produce a conference of which you can be proud. We hope you walk away further informed, with additional purpose and feel more connected to the association.

Please seek out myself, Assistant Executive Director Harry Shipley, or any other ISBA staff member if you have any questions or feedback about your experience at the 2018 Annual Meeting.

Thank you,

Dwight Dinkla ISBA Executive Director

ISBA ANNUAL MEETING COMMITTEE

Hon. Paul Ahlers Anthony CarrollDeanna Clingan-Fischer Erin Herbold-SwalwellTimothy HillStephen HumkeErin Lee Schneider

Jennifer JuhlerKathleen Law (co-chair) Miki McGovernSusan Mitchell Christine Moon (co-chair)Mary Lynn NeuhausBridget Penick

Ellen Ramsey-KacenaSteven ReedGail Sheridan-LuchtCharles SmithAnne UpdegraffTara Van BrederodeLu Ann White

WELCOME TO YOUR ANNUAL MEETING

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Iowa Judges Association Board Meeting • 9:00 - 10:15 a.m. • Hy-Vee Hall Business Center Iowa Judges Association Committee Meetings • 9:00 - 10:30 a.m. • Hy-Vee Hall (Rooms 104 - 105) Court Reporters Veterans’ History Project • 9:00 a.m. - 12:00 p.m. • Boardrooms 1-4Iowa Judges Association Luncheon/Meeting • 10:45 a.m. - 12:30 p.m. • Hy-Vee Hall (Rooms 101 - 103) Annual Meeting CLE Program • 1:00 - 5:30 p.m.Creighton University Law School Luncheon • 11:30 a.m. - 1:00 p.m. • Room 321Drake University Law School Luncheon • 11:30 a.m. - 1:00 p.m. • Room 318 Iowa Judges Annual Conference • 1:00 - 5:30 p.m.Open AA Meeting • 5:30 - 6:30 p.m. • Boardroom 4Open Al-Anon Meeting • 5:30 - 6:30 p.m. • Boardroom 1Joint Presidents’ Reception • 5:30 - 7:30 p.m. • Hilton Des Moines Downtown (435 Park St.)

MONDAY

Yoga • 7:00 - 7:30 a.m. • Boardroom 3Open AA Meeting • 7:00 - 8:00 a.m. • Boardroom 4Open Al-Anon Meeting • 7:00 - 8:00 a.m. • Boardroom 1Iowa Judges Annual Conference • 8:00 a.m. - 4:15 p.m.Annual Meeting CLE Program • 8:00 a.m. - 5:30 p.m.University of Iowa Hospitality Suite • 9:30 a.m. - 3:30 p.m. • Room 321Court Reporters Lunch and Meeting • 11:00 a.m. - 1:00 p.m. • Hy-Vee Hall (Rooms 101 - 103)Yoga • 12:00 - 12:45 p.m. • Boardroom 350-Year Member Luncheon • 12:00 - 1:30 p.m. • Rooms 316 - 318Probate Track Luncheon • 12:00 - 1:30 p.m. • Room 401 ISBA Young Lawyers Division Meeting • 1:30 - 4:00 p.m. • Hy-Vee Hall (Rooms 107 - 108)Open AA Meeting • 5:45 - 6:45 p.m. • Boardroom 4Open Al-Anon Meeting • 5:45 - 6:45 p.m. • Boardroom 1Corks and Forks • 6:00 - 9:00 p.m. • ISBA Building Parking Lot (625 E. Court Ave.)

TUESDAY

Yoga • 7:00 - 7:30 a.m. • Boardroom 3Open AA Meeting • 7:00 - 8:00 a.m. • Boardroom 4Open Al-Anon Meeting • 7:00 - 8:00 a.m. • Boardroom 1Iowa State Bar Foundation Fellows Breakfast • 7:00 - 8:30 a.m. • Room 401Annual Meeting CLE Program • 8:00 a.m. - 5:20 p.m.Iowa State Bar Foundation Board Meeting • 9:00 a.m. - 12:00 p.m. • Room 402The Iowa Supreme Court Honors Luncheon • 12:00 - 1:30 p.m. • Ballroom BCourt Reporters State Capitol Tour • 1:30 - 2:30 p.m.ISBA Board of Governors Meeting • 1:30 - 4:30 p.m. • Rooms 308 - 310BOG Meeting will continue on Thursday, June 21 at 8:30 a.m.Open AA Meeting • 5:20 - 6:20 p.m. • Boardroom 4Open Al-Anon Meeting • 5:20 - 6:20 p.m. • Boardroom 1ISBA Annual Awards Gala • 6:30 - 9:30 p.m. • Ballroom B

All attendees are welcome to attend any of the educational sessions above.

WEDNESDAY

SCHEDULE OF EVENTS

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Plan to attend one of the law school luncheons (Creighton or Drake) taking place at 11:30 a.m. Monday. These luncheons offer attendees the opportunity to connect or reconnect with fellow alumni.

Ticketed event open to all ($25). Limited tickets available for purchase.

LAW SCHOOL LUNCHEONS

Throughout the day on Tuesday, the University of Iowa College of Law welcomes all their alumni to a hosted hospitality suite at the Iowa Events Center. The gathering takes place from 9:30 a.m. - 3:30 with a limited number of lunch items available to attendees.

Event open to all University of Iowa College of Law alumni.

UNIVERSITY OF IOWA HOSPITALITY SUITE

This ISBA Young Lawyers Division-sponsored social event is scheduled for Tuesday night from 6:00 - 9:00 p.m. The casual gathering will be held in the ISBA parking lot (625 E. Court Ave.) and is open to all ISBA members and their guests. A variety of beverages and hors d’oeuvres will be provided as attendees mingle and listen to local Iowa musician Dustin Baird.

Event open to all.

CORKS AND FORKS

The ISBA Annual Awards Gala is a formal, black-tie-optional event full of rich traditions including the passing of the gavels for both the senior bar and the Young Lawyers Division. The gala takes place Wednesday night beginning at 6:30 p.m.

Ticketed event open to all ($60). Limited tickets available for purchase.

ISBA ANNUAL AWARDS GALA

Join the justices of the Iowa Supreme Court on Wednesday from 12:00 - 1:30 p.m. for a celebration of Iowa attorneys. During the luncheon, the justices of the court will recognize attorneys with the Iowa Supreme Court Voice for Justice Award. The award is in recognition of the attorneys’ support and contributions to the administration of justice.

Ticketed event open to all ($25). Limited tickets available for purchase. Sponsored by Iowa Title Guaranty.

THE IOWA SUPREME COURT HONORS LUNCHEON

There’s no better way to wind down after Monday’s CLE programming than at the Joint Presidents’ Reception. Come relax with complimentary hors d’oeuvres and drinks from 5:30 - 7:30 p.m. at the Hilton Des Moines Downtown.

Event open to all. Sponsored by Nyemaster Goode P.C.

JOINT PRESIDENTS’ RECEPTION

Come honor the distinguished members who celebrate 50-years as ISBA members at the 50-Year Member Luncheon on Tuesday from 12:00 - 1:30 p.m.

Ticketed event open to all ($25). Limited tickets available for purchase. Sponsored by Reynolds & Reynolds, Inc.

50-YEAR MEMBER LUNCHEON

SOCIAL EVENTS GUIDE

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DIAMOND GAVEL SPONSORS - $5,000

ADDITIONAL SPONSORS

GOLD GAVEL SPONSORS - $1,500

SPONSORS

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Court Reporters Track (Rooms 319-320)1:00 - 2:00Veteran’s Court ProgramHon. Jeffrey Poulson

2:30 - 3:30Youth Emergency Services and Shelter (YESS)Julie Schneider

3:45 - 5:30 State Public Defender’s OfficeJason Dunn

Corporate Counsel Track (Rooms 314-315)2:30 - 3:30Iowa General Assembly Review and the Road AheadTimothy Coonan

3:45 - 5:30Tax Update for Corporate CounselBruce Baker and K. Dwayne Vande Krol

Collaborative Law Track (Room 306)2:30 - 3:30Fundamentals of Collaborative PracticeKristen Hall

3:45 - 4:45Collaborative Law in ActionCentral Iowa Academy of Collaborative Professionals

4:45 - 5:30Challenges and Ethical Considerations in Collaborative Practice Kristen Hall

Ag Law Track (Rooms 312-313) 2:30 - 4:45Evaluating the Impact of the Tax Cuts and Jobs Act on AgricultureKristine Tidgren

4:45 - 5:30Animal Agriculture Law UpdateJacob Bylund, Eldon McAfee and Julie Vyskocil

Sponsored By Iowa Agricultural Development Division of the Iowa Finance Authority

Court Reporters Veterans’ History Project9:00 a.m. - 12:00 p.m.Boardrooms 1-4

Registration Opens10:30 a.m.

Creighton University Law School Luncheon11:30 a.m. - 1:00 p.m. Room 321Ticketed event ($25).

Drake University Law School Luncheon11:30 a.m. - 1:00 p.m.Room 318Ticketed event ($25).

AA Meeting5:30 - 6:30 p.m. Boardroom 4

Al-Anon Meeting5:30 - 6:30 p.m. Boardroom 1

Joint Presidents’ Reception 5:30 - 7:30 p.m.Sponsored by Nyemaster Goode P.C.

Hilton Des Moines Downtown (435 Park St.)Complimentary to all annual meeting attendees

REGISTRATION AND EVENTS

CLE PROGRAMMING

SCHEDULE - MONDAY

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Federal Practice Track (Rooms 304-305)2:30 - 3:30Effective Courtroom PresentationsHon. Stephen Jackson, Jr.; Bryan Woodward; Michael Harger; Dan Junk; Holly Logan; and Kevin Caster

3:45 - 4:45Iowa Federal Court UpdatesHon. Celeste Bremer and Hon. C.J. Williams

4:45 - 5:30Trends in Intellectual Property IssuesR. Scott Johnson

Fundamentals of Law Track (Rooms 302-303)2:30 - 3:30A Systematic Approach to Choosing a JuryHon. Adria Kester

3:45 - 4:45 The Fundamentals of Uninsured and Underinsured Motorist ClaimsThomas Hillers

4:45 - 5:30Understanding and Avoiding Wrongful ConvictionsDr. Brian Farrell

Judges Track #2 (Rooms 309-310)2:30 - 3:30Facts v Fiction on Opioids for JudgesKelly Dineen

3:45 - 4:45Judicial Security in Changing TimesRoxann Ryan

4:45 - 5:30Media Issues in the Courtroom and BeyondHon. Adria Kester

What’s Trending in Law Track (Rooms 316-317)2:30 - 3:00Military Discharge Upgrades After the Hagel Memo Todd Schmidt

3:00 - 3:30 Statutory Interpretation for Iowa LawyersJonathan Heggen

3:45 - 5:30 Gray Area Thinking Human Inclusivity TrainingEllen Krug

Judges Track #1 (Rooms 307-308)2:30 - 5:30Law, Justice and the Holocaust: How the Courts Failed GermanyWilliam Frederick Meinecke, Jr. and Ann M. O’Rourke

Plenary Track (Ballroom B)1:00 - 2:00The Iowa Constitution: Origins and Back StoriesProf. Todd Pettys

Sponsored by Iowa Title Guaranty

Retirement Track (Ballroom B)2:30 - 3:00Supreme Court Requirements and What License Status to ChooseTré Critelli

3:00 - 3:30Malpractice Insurance Tail Policies for Protection After Exiting the PracticeMatthew Fitterer

3:45 - 4:45Practical Knowledge for RetirementRoberta Chambers, Jay Eaton and J.C. Salvo

4:45 - 5:30Retirement Q&ARoberta Chambers, Tré Critelli, Jay Eaton, Matthew Fitterer and J.C. Salvo

CLE PROGRAMMING

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4:45 - 5:30Animal Agriculture Law Update Speakers: Jacob Bylund, Faegre Baker Daniels LLP; Eldon McAfee, Brick Gentry PC; and Julie Vyskocil Brick Gentry PCCLE Credit: .75 state hour

An animal agricultural law update including an update regarding agricultural nuisance litigation and related legal developments including manure agreements and other agreements involved in the construction of livestock operations.

3:45 - 4:45Collaborative Law in ActionSpeaker: Central Iowa Academy of Collaborative Professionals (CIACP)CLE Credit: 1 state hour

During the session, members of CIACP will demonstrate different phases of the process through a mock collaborative divorce.

4:45 - 5:30Challenges and Ethical Considerations in Collaborative PracticeSpeaker: Kristen Hall, Hall Mediation & Law PLLCCLE Credit: 75 state hour which includes .75 ethic hour

This session will contain a group discussion on different ethical hypotheticals dealing with collaborative law.

2:30 - 4:45Evaluating the Impact of the Tax Cuts and Jobs Act on AgricultureSpeaker: Kristine Tidgren, Center for Agricultural Law and Taxation, Iowa State UniversityCLE Credit: 2 state hours which includes 2 federal hours

This session will explore what the Tax Cuts and Jobs Act means for farming businesses, in particular, its impact on C-corporations and pass through businesses.

ROOMS 312-313 AG LAW TRACK

2:30 - 3:30Fundamentals of Collaborative PracticeSpeaker: Kristen Hall, Hall Mediation & Law PLLCCLE Credit: 1 state hour

This presentation will cover what collaborative law is and how it can be effective.

ROOM 306 COLLABORATIVE LAW TRACK

ROOMS 314-315 CORPORATE COUNSEL TRACK

2:30 - 3:30Iowa General Assembly Review and the Road AheadSpeaker: Timothy Coonan, Davis Brown Law FirmCLE Credit: 1 state hour

In this presentation, Timothy Coonan will present some of the biggest takeaways from the 2018 legislative session and preview the fall 2018 elections.

PROGRAMMING - MONDAY

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Julie Schneider will be talking about how YESS assists juveniles who are in the juvenile court system. She will touch upon issues such as schooling, community outreach, mental health services and various other services the shelter provides.

2:30 - 3:30Youth Emergency Services and Shelter (YESS)Speaker: Julie Schneider, Youth Emergency Services and ShelterCLE Credit: No credit available

3:45 - 5:30Tax Update for Corporate CounselSpeakers: Bruce Baker, Nyemaster Goode PC and K. Dwayne Vande Krol, Nyemaster Goode PCCLE Credit: 1.75 state hours which includes 1.75 federal hours

A review and analysis of key provisions of the recent federal and Iowa tax reform legislation impacting business entities.

2:30 - 3:30Effective Courtroom PresentationsSpeakers: Hon. Stephen Jackson, Jr., Magistrate Judge, Southern District of Iowa; Bryan Woodward, I.T. Director, Northern District of Iowa; Michael Harger, I.T. Director, Southern District of Iowa; Dan Junk, Courtroom Technology Specialist, Southern District of Iowa; Holly Logan, Davis Brown Law Firm; and Kevin Caster, Shuttleworth & Ingersoll, P.L.C.CLE Credit: 1 state hour which includes 1 federal hour

This session will provide an overview of the courtroom technology available to practitioners, some basic how-to’s and best practices and discuss the most effective courtroom presentations.

Judge Poulson will share how the Veteran’s Court Program got its start, how the program is going and the impact the program has had on veterans in Woodbury County.

1:00 - 2:00Veteran’s Court ProgramSpeaker: Hon. Jeffrey Poulson, District Court Judge, District 3ACLE Credit: 1 state hour

ROOMS 319-320 COURT REPORTERS TRACK

The presentation will provide recent updates from both the northern and southern Iowa district courts.

3:45 - 4:45Iowa Federal Court UpdatesSpeakers: Hon. Celeste F. Bremer, Magistrate Judge, Southern District of Iowa and Hon. C.J. Williams, Chief Magistrate, Northern District of IowaCLE Credit: 1 state hour which includes 1 federal hour

3:45 - 5:30 State Public Defender’s OfficeSpeaker: Jason Dunn, Public Defender’s OfficeCLE Credit: 1.75 state hours

For this session, Jason Dunn will be talking about his many experiences as a public defender, including stories and tricks of the trade he has learned from court reporters and how his experiences with court reporters have helped him become the supervisor he is today.

ROOMS 304-305 FEDERAL PRACTICE TRACK

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Since the early 1990s, over 350 individuals have been exonerated based on DNA evidence. This presentation will introduce the phenomenon of wrongful convictions, examine the common causes and consider how future errors can be avoided.

4:45 - 5:30Understanding and Avoiding Wrongful ConvictionsSpeaker: Dr. Brian Farrell, University of Iowa College of LawCLE Credit: 75 state hour

3:45 - 4:45 The Fundamentals of Uninsured and Underinsured Motorist ClaimsSpeaker: Thomas Hillers, Hupy and Abraham, S.C.CLE Credit: 1 state hour

This presentation will provide a global view of the sources of law that govern UM/UIM claims, and provide the listener with an outline of the common issues that arise in these cases.

This session will cover recent trends affecting your patent, trademark, copyright and trade secret rights and the potential impact on the flow of liability between licensor and licensee.

4:45 - 5:30Trends in Intellectual Property IssuesSpeaker: R. Scott Johnson, McKee Voorhees & Sease PLCCLE Credit: .75 state hour

ROOMS 304-305 FEDERAL PRACTICE TRACK (cont’d)

2:30 - 3:30Jury SelectionSpeaker: Hon. Adria Kester, District Court Judge, District 2BCLE Credit: 1 state hour which includes 1 federal hour

This presentation is geared to newer attorneys and the process of jury selection.

ROOMS 302-303 FUNDAMENTALS OF LAW TRACK

This session explores the legal system in Nazi Germany and the role of law in the Holocaust. The program encourages discussion about the Holocaust through the interpretation of images and case studies from the 1930s and 1940s, with special emphasis on the role played by law and jurists in the Nazi regime.

2:30 - 5:30Law, Justice and the Holocaust: How the Courts Failed GermanySpeakers: William Frederick Meinecke, Jr. and Ann M. O’Rourke, National Holocaust MuseumCLE Credit: 3 state hours which includes 3 federal hours

ROOMS 307-308 JUDGES TRACK #1

PROGRAMMING - MONDAY

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Judges and the court community may face threats inside and outside the courtroom and the courthouse. Careful planning and precautions can increase safety without disrupting court processes. Join Roxann Ryan for an in-depth discussion on the most recent safety measures being taken by state officials.

3:45 - 4:45Judicial Security in Changing TimesSpeaker: Roxann Ryan, Commissioner, Iowa Department of Public SafetyCLE Credit: 1 state hour

Matthew Fitterer will discuss the potential risks retiring attorneys face and how to minimize those risks, including the use of malpractice insurance tail policies.

3:00 - 3:30Malpractice Insurance Tail Policies for Protection After Exiting the PracticeSpeaker: Matthew Fitterer, Risk Control Attorney, CNA Financial CorporationCLE Credit: .5 state hour which includes .5 federal hour

This presentation will provide an overview of the existing evidence around the non-therapeutic use of opioids (prescription and non-prescription), the complexities of addressing opioid use disorders and the evidence base for current interventions and treatments.

2:30 - 3:30Facts v Fiction on Opioids for JudgesSpeaker: Kelly Dineen, Creighton University Law School, Attorney and Registered NurseCLE Credit: 1 state hour

ROOMS 309-310 JUDGES TRACK #2

1:00 - 2:00The Iowa Constitution: Origins and Back StoriesSpeaker: Prof. Todd Pettys, H. Blair and Joan V. White Chair in Civil Litigation, University of Iowa College of LawCLE Credit: 1 state hour

Prof. Pettys will provide an introduction to some of the issues that dominated Iowa’s constitutional debates in the mid-nineteenth century. The debates concerned issues ranging from the rights of Blacks, to the connection between the nation’s slavery politics and the placement of the state’s geographic boundaries, to the state’s need for a reliable currency for conducting ordinary economic transactions.

BALLROOM B PLENARY TRACK

In this presentation, Tré Critelli will outline the steps required by court rules to exit a law practice. He will also discuss the advantages and disadvantages of the license-status choices retiring attorneys can make.

2:30 - 3:00Supreme Court Requirements and What License Status to ChooseSpeaker: Tré Critelli, Office of Professional RegulationCLE Credit: .5 state hour which includes .5 ethics and .5 federal hours

BALLROOM B RETIREMENT TRACK

4:45 - 5:30Media Issues in the Courtroom and BeyondSpeaker: Hon. Adria Kester, District Court Judge, District 2BCLE Credit: .75 state hour

This session will cover media presence in the courtroom and the impact of social media.

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This presentation will provide an overview of how statutes and the Iowa Code are created and interpreted. Topics will include statutory and judicial rules of construction, the use of legislative history and other canons of construction.

3:00 - 3:30 Statutory Interpretation for Iowa LawyersSpeaker: Jonathan Heggen, Legal Services Division Editor, Legislative Services AgencyCLE Credit: .5 state hour

Join national speaker and “inclusionist” Ellen “Ellie” Krug as she conducts her highly valued human inclusivity training, Gray Area Thinking. This training will provide an easy-to-understand toolset on how to be more welcoming of anyone who is “other” in our society

3:45 - 5:30 Gray Area Thinking Human Inclusivity TrainingSpeaker: Ellen Krug, Human Inspiration Works, LLCCLE Credit: 1.75 state hours which includes 1.75 ethics and 1.75 federal hours

All three lawyers on the panel have wrestled with the legal, psychological and emotional uncertainties of retiring – when to retire, what to do with the practice, how to occupy their post-retirement time, etc. – and have adjusted successfully to life after the law. They represent a large urban firm, a mid-sized rural firm and a solo rural firm.

3:45 - 4:45Practical Knowledge for RetirementSpeakers: Roberta Chambers, Retired Attorney; Jay Eaton, Retired Attorney, Nyemaster Goode, PLC; and J.C. Salvo, Retired Attorney, Salvo Deren Schenck Gross Swain & Argotsinger, PCCLE Credit: 1 state hour

4:45 - 5:30Retirement Q&ASpeakers: Roberta Chambers, Retired Attorney, Roberta A. Chambers, Attorney at Law; Tré Critelli, Office of Professional Regulation; Jay Eaton, Retired Attorney, Nyemaster Goode, PLC; Matthew Fitterer, Risk Control Attorney, CNA Financial Corporation; and J.C. Salvo, Retired Attorney, Salvo Deren Schenck Gross Swain & Argotsinger, PCCLE Credit: .75 state hour

This program will give attendees a chance to ask questions of all five presenters. A moderator will field questions and direct them to the appropriate responder(s).

BALLROOM B RETIREMENT TRACK (cont’d)

2:30 - 3:00Military Discharge Upgrades After the Hagel Memo Speaker: Todd Schmidt, Iowa Legal AidCLE Credit: 5 state hour which includes .5 federal hour

On September 3, 2014, Secretary of Defense Chuck Hagel issued a memorandum to the military review boards containing new guidance for veterans with PTSD who received a less than honorable discharge. Under the new guidance, “liberal consideration” will be given in cases where PTSD incurred in service played a role in the veteran’s discharge. This presentation will discuss the implementation of the new guidance and how you can assist clients seeking a discharge upgrade.

ROOMS 316-317 WHAT’S TRENDING IN LAW TRACK

PROGRAMMING - MONDAY

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Case Law Track (Ballroom B)8:00 - 9:30Criminal Law UpdateB. John Burns

9:50 - 11:20Iowa Civil Law UpdateHon. Paul Ahlers

1:30 - 2:15Workers’ Compensation UpdateAshley Grieser

2:15 - 3:00Employment Law UpdateJill Jensen-Welch

Registration Opens7:00 a.m.

Yoga 7:00 - 7:30 a.m.Boardroom 3

Open AA Meeting 7:00 - 8:00 a.m.Boardroom 4

Open Al-Anon Meeting7:00 - 8:00 a.m.Boardroom 1

University of Iowa Hospitality Suite9:30 a.m. - 3:30 p.m.Room 321Complimentary to U of I College of Law alumni

Court Reporters Lunch and Meeting 11:00 a.m. - 1:00 p.m.Hy-Vee Hall (Rooms 101-103)

Yoga 12:00 - 12:45 p.m.Boardroom 3

50-Year Member Luncheon12:00 - 1:30 p.m.Rooms 316-318Ticketed event open to all ($25).

Probate Track Luncheon12:00 - 1:30 p.m.Room 401Ticketed event ($25).

ISBA Young Lawyers Division Meeting 1:30 - 4:00 p.m.Hy-Vee Hall (Rooms 107-108)

Open AA Meeting5:45 - 6:45 p.m.Boardroom 4

Open Al-Anon Meeting5:45 - 6:45 p.m.Boardroom 1

Corks and Forks6:00 - 9:00 p.m. Sponsored by the ISBA Young Lawyers Division

ISBA Building Parking Lot (625 E. Court Ave.)Complimentary to all annual meeting attendees

REGISTRATION AND EVENTS

CLE PROGRAMMING

Court Reporters Track (Rooms 319-320)8:00 - 9:30Hot Lotto Case BackgroundRobert Sand

9:50 - 10:50The A to Z ProgramAnn Carothers

1:00 - 2:00Above + Beyond CancerDr. Richard Deming

2:00 - 3:00MotivationDoreen Sutton

3:15 - 4:45Iowa Coalition Against Domestic ViolenceLaurie Shipper

Fundamentals of Law Track (Rooms 302-303)9:50 - 10:50Trust Accounts and Succession Planning UpdateTrinity Braun-Arana

10:50 - 12:00Ethics Update: The View from the Attorney Disciplinary BoardTara van Brederode

1:30 - 3:00Nuts and Bolts of Iowa Residential Real Estate TransactionsTimothy Gartin

SCHEDULE - TUESDAY

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Juvenile Law Track (Rooms 312-313)8:30 - 9:30Representing Incarcerated and Detained Parents in Juvenile CourtJami Hagemeier

9:50 - 10:50Best Practices from JudgesHon. Stephanie Forker Parry and Hon. Joseph Seidlin

10:50 - 12:00Juvenile Court Case Law UpdateProf. Brent Pattison

1:30 - 2:30Interstate Compact on the Placement of Children: Best Practices/ChecklistTami Hoffman and Wendy Scheetz

2:30 - 3:00Immigration IssuesRachel Antonuccio and Julia Zalenski

Judges Track #1 (Rooms 307-308)1:30 - 2:15Sentencing Juvenile Offenders in Iowa District CourtHon. Mary Chicchelly

2:15 - 3:00Sexual Harassment Policy and Best Practice for JudgesJennifer Juhler and Joey Leonhart

3:15 - 4:15Ex Parte Communication: Avoiding the Appearance of Impropriety and Getting the Job DoneHon. Arthur Gamble, Hon. Marlita Greve, Hon. Jeffrey Larson and Justice David Wiggins

Judges Track #2 (Rooms 309-310)9:50 - 11:20 A Judge’s Guide to Risk Assessment at SentencingKim McIrvin, Roxann Scheffert, Prof. Jennifer Skeem and Hon. Colin Witt

11:30 - 12:00Legislative UpdateSydney Gangestad

1:30 - 3:00Immigration Issues: Adequacy of Criminal Defense Advice and UVisasJames Benzoni and Charissa Flege

3:15 - 4:15Ex Parte Communication: Avoiding the Appearance of Impropriety and Getting the Job DoneHon. Arthur Gamble, Hon. Marlita Greve, Hon. Jeffrey Larson and Justice David Wiggins

Litigation Track (Rooms 314-315)11:30 - 12:00 Emotional Distress Damages in Employment ClaimsPatrick Smith

1:30 - 2:30Ethics in LitigationProf. Emily Hughes

2:30 - 3:00 Importance of Civility in LitigationJeffrey Walters and J. Michael Weston

Plenary (Ballroom B)3:15 - 5:30The 2017 Legal Trends ReportGeorge Psiharis

Sponsored by Reynolds & Reynolds, Inc.

Probate Track (Rooms 304-306)8:00 - 9:30Saving Your Clients’ Retirement Savings: Recent Developments in Estate Planning for Retirement AssetsRobert Kirkland

9:50 - 11:00Tax Primer for Estate PlannersFrank Comito, J. Michael Deege and Michael Gilmer

11:00 - 12:00Ethical Dilemmas for Estate PlannersProf. Emily Hughes

1:30 - 2:00Legislative Update for Estate PlannersSue Pence

2:00 - 3:00Drafting for Estate Planners: How to Make Fiduciaries Happy and Avoid LitigationElizabeth Meyer and Jana Weiler

CLE PROGRAMMING

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8:00 - 9:30Criminal Law UpdateSpeaker: B. John Burns, Assistant Federal Defender, Federal Public Defender OfficeCLE Credit: 1.5 state hours which includes 1.5 federal hours

This session will cover federal and state criminal cases.

This presentation will focus on recent changes to Iowa workers’ compensation law and the effect on Iowa’s workers.

1:30 - 2:15Workers’ Compensation UpdateSpeaker: Ashley Grieser, McKinney Law Office P.C.CLE Credit: .75 state hour

This session will provide quick hit updates on new laws, regulations, agency guidances and cases, as well as what’s trending in employment law.

2:15 - 3:00Employment Law UpdateSpeaker: Jill Jensen-Welch, Dickinson Mackaman Tyler & Hagen PCCLE Credit: .75 state hour which includes .75 federal hour

Rob Sand was the prosecutor for the Hot Lotto case in Des Moines. The Hot Lotto case involved Eddie Tipton who was a Multi-State Lottery Association (MUSL) employee in Iowa. He was in charge of the random number generator computers which picked the numbers for the Hot Lotto game held in various states. Eddie Tipton was charged with manipulating the computers to pick pre-selected numbers. Rob Sand will talk about the investigation, the litigation and the trial.

8:00 - 9:30Hot Lotto Case BackgroundSpeaker: Robert Sand, Assistant Iowa Attorney GeneralCLE Credit: 1.5 state hour

Ann Carothers will talk about her experience with the A to Z program, including how she got started, the preparation she had to undertake and her classroom experiences. She will encourage others to take this class to help ensure that they are able to get DMACC classes full of students who know what they are getting into and are able to complete the program.

9:50 - 10:50The A to Z ProgramSpeaker: Ann Carothers, Registered Professional Reporter, Certified Reporting InstructorCLE Credit: No credit available

This session will summarize and discuss published civil cases of the Iowa Supreme Court and Iowa Court of Appeals.

9:50 - 11:20Iowa Civil Law UpdateSpeaker: Hon. Paul Ahlers, District Associate Judge, District 2BCLE Credit: 1.5 state hours

BALLROOM B CASE LAW TRACK

ROOMS 319-320 COURT REPORTERS TRACK

PROGRAMMING - TUESDAY

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Dr. Deming will talk about his non-profit organization dedicated to elevating the lives of those touched by cancer. Dr. Deming has led cancer survivors on inspirational and mind-body-spirt pilgrimmages to Mount Everest, Mount Kilimanjaro and Machu Picchu. He is dedicated to the principles of human dignity, social justice and compassion. He will correlate his experience with cancer patients to court reporters to help reporters find ways to relieve the stress from their jobs and how it can be beneficial to our mind, body and spirit.

1:00 - 2:00Above + Beyond CancerSpeaker: Dr. Richard Deming, Medical Director, Mercy Cancer CenterCLE Credit: No credit available

During this session, Doreen Sutton will be talking to the membership about motivation. Motivation is one of the strong components of success, and knowing how to keep yourself inspired is vital to ensuring the health of your career. She will teach attendees how to measure the impact motivation has on their business and how to rekindle the spark to deliver the best service possible to their clients as well as potential clients.

2:00 - 3:00MotivationSpeaker: Doreen Sutton, Vice President, National Court Reporters Association (NCRA)CLE Credit: No credit available

Laurie Shipper and two others from her team will be discussing the work they do at the Iowa Coalition Against Domestic Violence, the various programs they have and the impact they have on women in the community who are involved in domestic violence.

3:15 - 4:45Iowa Coalition Against Domestic ViolenceSpeaker: Laurie Shipper, Domestic Violence CoalitionCLE Credit: No credit available

9:50 - 10:50Trust Accounts and Succession Planning UpdateSpeaker: Trinity Braun-Arana, Assistant Director for Boards and Commissions, Office of Professional RegulationCLE Credit: 1 state hour which includes 1 ethics and 1 federal hour

This session will cover trends we’re seeing regarding handling of client funds, scams being perpetrated on Iowa trust accounts, and an update on succession planning.

Most ethics complaints received by the Attorney Disciplinary Board are preventable. Tara van Brederode will review the past year’s disciplinary complaint patterns and dispositions, and will provide concrete, specific, easy-to-implement tips for avoiding the most common types of ethics complaints.

10:50 - 12:00Ethics Update: The View from the Attorney Disciplinary BoardSpeaker: Tara van Brederode, Assistant Director for Attorney Discipline, Office of Professional RegulationCLE Credit: 1 state hour which includes 1 ethics and 1 federal hour

ROOMS 319-320 COURT REPORTERS TRACK (cont’d)

ROOMS 302-303 FUNDAMENTALS OF LAW TRACK

PROGRAMMING - TUESDAY

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1:30 - 2:15Sentencing Juvenile Offenders in Iowa District CourtSpeaker: Hon. Mary Chicchelly, District Court Judge, District 6CLE Credit: .75 state hour which includes .75 juvenile hour

This presentation is intended to provide a brief historical overview of the developments in the rapidly changing area of law concerning the sentencing of juveniles in Iowa.

2:15 - 3:00Sexual Harassment Policy and Best Practice for JudgesSpeakers: Jennifer Juhler, Director of Education, State Court Administration and Joey Leonhart, Director of Human Resources, State Court AdministrationCLE Credit: .75 state hour which includes .75 ethic hour

This session will examine the leadership role of judges in responding to sexual harassment in the workplace. Participants will analyze scenarios from the perspective of judicial ethics and Judicial Branch policy that address sexual harassment. At the end of this session, judges will be equipped to identify, report and prevent sexual harassment in the workplace.

3:15 - 4:15Ex Parte Communication: Avoiding the Appearance of Impropriety and Getting the Job DoneSpeakers: Hon. Arthur Gamble, Chief Judge, District 5C; Hon. Marlita Greve, Chief Judge, District 7; Hon. Jeffrey Larson, Chief Judge, District 4; and Hon. David Wiggins, Iowa Supreme CourtCLE Credit: 1 state hour which includes 1 ethics and 1 federal hour

This is a mandatory training session for all judges per the Supervisory Order dated March 27, 2018.

This presentation will cover the fundamentals of purchase agreements, installment contracts, warranty deeds, title examination, curing title problems and closing residential real estate transactions.

1:30 - 3:00Nuts and Bolts of Iowa Residential Real Estate TransactionsSpeaker: Timothy Gartin, Hastings, Gartin & Boettger LLPCLE Credit: 1.5 state hours

ROOMS 307-308 JUDGES TRACK #1

ROOMS 309-310 JUDGES TRACK #2

9:50 - 11:20A Judge’s Guide to Risk Assessment at SentencingSpeakers: Kim McIrvin, Department of Corrections; Roxann Scheffert, Department of Corrections; Prof. Jennifer Skeem, UC Berkley; and Hon. Colin Witt, District Associate Judge, District 5CCLE Credit: 1.5 state hours

Recent case law calls into question the use of actuarial tools at sentencing. This panel presentation will review recent Iowa cases, detail the policies and practices of the Iowa Department of Corrections in creating PSIs and will review the state of scientific literature on risk assessment.

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10:50 - 12:00Juvenile Court Case Law UpdateSpeaker: Prof. Brent Pattison, Director of the Joan and Lyle Middleton Center for Children’s Rights, Drake Law SchoolCLE Credit: 1 state hour which includes 1 juvenile hour

This program will discuss the year in review of appellate cases related to juvenile court cases.

3:15 - 4:15Ex Parte Communication: Avoiding the Appearance of Impropriety and Getting the Job DoneSpeakers: Hon. Arthur Gamble, Chief Judge, District 5C; Hon. Marlita Greve, Chief Judge, District 7; Hon. Jeffrey Larson, Chief Judge, District 4; and Hon. David Wiggins, Iowa Supreme CourtCLE Credit: 1 state hour which includes 1 ethics and 1 federal hour

This is a mandatory training session for all judges per the Supervisory Order dated March 27, 2018.

9:50 - 10:50Best Practices from JudgesSpeakers: Hon. Stephanie Forker Parry, District Associate Judge, District 5C and Hon. Joseph Seidlin, District Associate Judge, District 5CCLE Credit: 1 state hour which includes 1 juvenile hour

The presentation will produce an identification of the most common errors of practice in CINA cases.

8:30 - 9:30Representing Incarcerated and Detained Parents in Juvenile CourtSpeaker: Jami Hagemeier, Williams & Hagemeier PLC CLE Credit: 1 state hour which includes 1 juvenile hour

This program will provide you with resources and sample motions as well as information on how our incarceration rates have increased, along with how to provide representation to parents who are incarcerated and/or detained by Immigration and Customs Enforcement in juvenile court.

ROOMS 309-310 JUDGES TRACK #2 (cont’d)

ROOMS 312-313 JUVENILE LAW TRACK

PROGRAMMING - TUESDAY

1:30 - 3:00Immigration Issues: Adequacy of Criminal Defense Advice and UVisasSpeakers: James Benzoni, Benzoni Law Office P.C. and Charissa Flege, Iowa Coalition Against Domestic ViolenceCLE Credit: 1.5 state hours which includes 1.5 federal hours

This presentation is designed to assist judges in evaluating evidence and arguments regarding whether criminal defense counsel has provided adequate immigration advice to defendants. In addition, judges will learn some tips on how to avoid creating immigration problems in cases in which immigration is a factor.

11:30 - 12:00Legislative UpdateSpeaker: Sydney Gangestad, Legislative LiaisonCLE Credit: .5

This presentation will update the judges on the most recent legislative session in Iowa.

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1:30 - 2:30Interstate Compact on the Placement of Children: Best Practices/ChecklistSpeakers: Tami Hoffman, Department of Human Services and Wendy Scheetz, Department of Human ServicesCLE Credit: 1 state hour which includes 1 juvenile hour

This session will cover the best practices and procedures for ensuring the safety and stability of placements of children across state lines.

2:30 - 3:00Immigration IssuesSpeakers: Rachel Antonuccio, Johnson County Public Defender’s Office and Julia Zalenski, Johnson County Public Defender’s OfficeCLE Credit: .5 state hour which includes .5 federal and .5 juvenile hours

This thirty-minute presentation will be divided into two parts. Julia will discuss the potential immigration consequences associated with juvenile delinquency actions. Rachel will describe a form of immigration relief called “Special Immigrant Juvenile Status” that may be available to children who are the subject of CINAs and/or delinquency actions.

11:30 - 12:00 Emotional Distress Damages in Employment ClaimsSpeaker: Patrick Smith, Bradshaw, Fowler, Proctor & Fairgrave PCCLE Credit: .5 state hour which includes .5 federal hour

Emotional distress damages can be a significant component of employment related claims. This presentation will provide an overview of legal and evidentiary issues relating to emotional distress damgaes, as well as recent trends from Iowa jury verdicts.

In 2016, Clio unveiled the inaugural Legal Trends Report. It was a watershed moment for an industry that had long suffered from a lack of informed data insights. In this session, George Psiharis takes a deeper look into the trends that define the legal profession complete with a host of exciting new insights that could transform the way you think about your law practice.

3:15 - 5:30The 2017 Legal Trends ReportSpeaker: George Psiharis, ClioCLE Credit: 1.5 state hours

2:30 - 3:00Importance of Civility in LitigationSpeakers: Jeffrey Walters, Clemens, Walters, Conlon, Runde & Hiatt, LLP and J. Michael Weston, Lederer, Weston &Craig PLC CLE Credit: .5 state hour which includes .5 ethics and 0.5 federal hours

This session covers the importance of civility in litigation.

ROOMS 314-315 LITIGATION TRACK

BALLROOM B PLENARY TRACK

1:30 - 2:30Ethics in LitigationSpeaker: Prof. Emily Hughes, University of Iowa College of LawCLE Credit: 1 state hour which includes 1 ethics and 1 federal hour

Prof. Hughes will analyze recent ethical issues that have arisen in criminal and civil litigation and discuss best practices.

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This presentation will cover drafting and practice tips for avoiding later litigation and handling matters that present a high risk for later litigation.

2:00 - 3:00Drafting for Estate Planners: How to Make Fiduciaries Happy and Avoid LitigationSpeakers: Elizabeth Meyer, Davis Brown Law Firm and Jana Weiler, Davis Brown Law FirmCLE Credit: 1 state hour

This session will cover the new Tax Cuts and Jobs Act and the estate planning implications for income tax, fiduciary income tax, estate tax, gift tax and charitable implications and strategies.

9:50 - 11:00Tax Primer for Estate PlannersSpeakers: Frank Comito, Neu, Minnich, Comito, Halbur & Neu, P.C.; J. Michael Deege, Wilson Deege Despotovich Riemenschneider & Rittgers; and Michael Gilmer, Davis Brown Law FirmCLE Credit: 1 state hour which includes 1 federal hour

11:00 - 12:00Ethical Dilemmas for Estate PlannersSpeaker: Prof. Emily Hughes, University of Iowa College of LawCLE Credit: 1 state hour which includes 1 ethics and 1 federal hour

Speaker will discuss ethical dilemmas that can arise for attorneys in estate planning and analyze best practices for navigating out of those ethical dilemmas.

1:30 - 2:00Legislative Update for Estate PlannersSpeaker: Sue Pence, Bankers Trust CLE Credit: .5 state hour

This will be an update of new legislation for the 2018 year.

ROOMS 304-306 PROBATE TRACK

PROGRAMMING - TUESDAY

8:00 - 9:30Saving Your Clients’ Retirement Savings: Recent Development in Estate Planning for Retirement AssetsSpeaker: Robert Kirkland, Kirkland Woods & Martinsen LLPCLE Credit: 1.5 state hours which includes 1.5 federal hours

Americans have accumulated over $26 trillion in their retirement and other qualified accounts, much of which will be transferred to their beneficiaries in the coming years. Learn how to best incorporate retirement and qualified plan assets into your clients’ estate plans during Saving Your Clients’ Retirement Savings with retirement plan and estate planning expert attorney Robert Kirkland.

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Access to Justice Track (Rooms 312-313)8:00 - 9:00Immigrant Community Stabilization Project: A Model for Collaborative Provision of Low-Cost Legal Services to ImmigrantsHenny Ohr

9:20 - 9:50The Self-Representation Tsunami: Disaster or Opportunity?Matthew Brandes

9:50 - 10:20Limited Scope Representation: An Ethical Response to the Changing Legal ConsumerJustice Brent Appel and Tara van Brederode

10:20 - 11:15Limited Scope Representation Best Practice from the Insurance PerspectiveMichael Feichtinger and Theresa Garthwaite

11:15 - 12:00Limited Scope Representation Forms and Practice Panel: Everything You Wanted to Know About LSR but Were Afraid to AskJustice Brent Appel, Hon. William Kelly, Jacob Koller, Hon. Kevin McKeever, Megan Norberg, Terry Parsons and Amy Skogerson

Registration Opens7:00 a.m.

Yoga 7:00 - 7:30 a.m.Boardroom 3

Open AA Meeting 7:00 - 8:00 a.m.Boardroom 4

Open Al-Anon Meeting7:00 - 8:00 a.m.Boardroom 1

ISBA Foundation Fellows Breakfast7:00 - 8:30 a.m.Room 401 By invitation only

ISBA Foundation Board Meeting9:00 a.m. - 12:00 p.m.Room 402By invitation only

Yoga 12:00 - 12:45 p.m.Boardroom 3

The Iowa Supreme Court Honors Luncheon12:00 - 1:30 p.m.Ballroom BTicketed event open to all ($25)

Court Reporters State Capitol Tour1:30 - 2:30 p.m.

ISBA Board of Governors Meeting1:30 - 4:30 p.m.Room 308-310Meeting will continue on Thursday, June 21 at 8:30 a.m.

Open AA Meeting5:20 - 6:20 p.m.Boardroom 4

Open Al-Anon Meeting5:20 - 6:20 p.m.Boardroom 1

ISBA Annual Awards Gala6:30 - 9:30 p.m.Ballroom BTicketed event open to all ($60)

REGISTRATION AND EVENTS

CLE PROGRAMMING

SCHEDULE - WEDNESDAY

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Commercial and Bankruptcy Law/Real Estate Track (Rooms 314-316)8:00 - 9:00Time Restraints for Rights of First RefusalDeborah Petersen

9:20 - 12:00Platting and Subdivisions: Practical ConsiderationsErik Fisk

1:30 - 2:15 The New Chapter 13 Model PlanCarol Dunbar and Elizabeth Goodman

2:30 - 3:30 Bankruptcy Law UpdateHon. Thad Collins and Hon. Anita Shodeen

3:30 - 4:00 An Overview of the New Tax LawRebecca Miller

Sponsored by Iowa Title Guaranty

Elder Law Track (Rooms 306-307)8:00 - 9:00Medicaid Eligibility for Nursing Home and In-Home ServicesScott Hartsook

9:20 - 10:20Deeper Dive into Medicaid Assistance and Special Needs TrustsGregory Kenyon

10:30 - 11:30Medicaid Managed Care and AppealsScott Lyon and Cyndy Miller

11:30 - 12:00Iowa Medicaid Estate RecoveryBenjamin Chatman

1:30 - 2:15Medicaid Q&A Benjamin Chatman, Deanna Clingan-Fischer, Scott Hartsook, Gregory Kenyon, Scott Lyon and Cyndy Miller

2:30 - 4:00Ethics and Elder Abuse: Are Attorneys Helping or Hurting?J. Andrew Cederdahl and Chantelle Smith

Family Law Track (Rooms 317-318)8:00 - 9:00Family Law UpdateJames Meade

9:20 - 10:20Vocational Experts and Trying a Spousal Support Case Following Gust and MauerAmy Botkin, Diane Dornburg and Jaclyn Zimmerman

10:30 - 11:30Don’t Flame Out on AppealAndrew Howie and Hon. Richard Doyle

11:30 - 12:00Equitable Power of CourtDavid Cox, Hon. Chad Kepros and Hon. David Odekirk

1:30 - 2:15What Family Law Attorneys Need to Know About Real Estate LawKirsten Frey

2:30 - 3:30Tax Implications of Divorce Following Changes to Federal Tax Law Brian Crotty and Ron Nielson

3:30 - 4:00Limited Scope Representation and the Self-Representation TsunamiMatthew Brandes and Justice Thomas Waterman

Court Reporters Track (Rooms 319-320)8:00 - 9:00State of Iowa v Henry RayhonsJoel Yunek

9:20 - 10:20Iowa Division of Criminal Investigation Criminalistics LaboratoryBruce Reeve

10:30 - 12:00Michael Klunder Abduction and InvestigationJason Bahr

Ethics Track (Rooms 312-313)1:30 - 3:30Shifting Landscapes: Adapting Your Firm to Emerging ThreatsMatthew Fitterer and Theresa Garthwaite

Sponsored by Lockton Affiinity, LLC

CLE PROGRAMMING

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Litigation Track (Rooms 304-305)8:00 - 9:00Jury Verdict PanelBrian Galligan, Jacqueline Samuelson and Bradley Schroeder

9:20 - 11:00Evidence in Action: Critical Issues in Iowa and Federal EvidenceProf. Ron Carlson and Michael Carlson

11:00 - 12:00 Gender Matters: Practical Solutions for Tackling Bias and Unprofessional Conduct in the Iowa Legal Profession Leslie Behaunek, Kimberly Carson, Hon. Rebecca Goodgame Ebinger, Tom Levis, Bryan O’Neill, Bridget Penick and Justice Thomas Waterman

1:30 - 2:15When You Need to Bring in an Employment Lawyer for Your ClientBrooke Timmer

2:30 - 3:00Rule 30(B)(6) Corporate Representative Depositions: Forcing a Corporation to SpeakBrian Ivers

3:30 - 4:00Cell Phone DiscoveryAngela Campbell

Fundamentals of Law Track (Rooms 302-303)8:00 - 9:00Practical Landlord Tenant LawChristopher Warnock

9:20 - 10:20Juvenile LawNicole Facio

10:30 - 11:30Nuts and Bolts of Guardianship/ConservatorshipAndrew Boettger

11:30 - 12:00Confidentiality and Social MediaTaylor Larson and Tara van Brederode

1:30 - 2:15Wills and EstatesMark Gray

2:30 - 3:00 Creating and Enforcing Attorney’s Liens EthicallyAmy Moore

3:00 - 4:00Pretrial Assessment ToolJeff Clayton, Brandon Cole, Matthew Lindholm, Eric Manley and Jeffrey Noble

Plenary (Rooms 314-316)4:20 - 5:20 Ethics JeopardyMichael Streit

Sponsored by Lockton Affiinity, LLC

CLE PROGRAMMING

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8:00 - 9:00Immigrant Community Stabilization Project: A Model for Collaborative Provision of Low-Cost Legal Services to ImmigrantsSpeaker: Henny Ohr, Ethnic Minorities of Burma Advocacy and Resource Center (EMBARC)CLE Credit: 1 state hour which includes 1 federal hour

The speaker will explain the Immigrant Community Stabilization project, how the project came about, results of the project so far and offer ideas about how such collaborations can assist immigrants and refugees in Iowa in the future.

9:20 - 9:50The Self-Representation Tsunami: Disaster or Opportunity?Speaker: Matthew Brandes, Simmons Perrine Moyer Bergman PLC CLE Credit: .5 state hour

Self-representation is the new normal. How will you respond? The information in this short program will get you thinking about the needs of your clients and the future of your law practice.

9:50 - 10:20Limited Scope Representation: An Ethical Response to the Changing Legal ConsumerSpeakers: Justice Brent Appel, Iowa Supreme Court and Tara van Brederode, Assistant Director for Attorney Discipline, Office of Professional RegulationCLE Credit: .5 state hour which includes .5 ethics and .5 federal hours

Justice Appel and Tara van Brederode will address commonly-expressed concerns about the ethics implications of taking on limited scope representation cases.

10:20 - 11:15Limited Scope Representation Best Practice from the Insurance PerspectiveSpeakers: Michael Feichtinger, Minnesota Lawyers Mutual and Theresa Garthwaite, Risk Control Specialist, Lawyers Professional LiabilityCLE Credit: .75 state hour

Thinking about providing limited scope representation? Learn the best insurance practices during this presentation..

In this presentation, Deborah Petersen will examine real estate time limits for actions.

8:00 - 9:00Time Restraints for Rights of First RefusalSpeaker: Deborah Petersen, Petersen Law PLLCCLE Credit: 1 state hour

ROOMS 312-313 ACCESS TO JUSTICE TRACK

ROOMS 314-316 COMMERCIAL AND BANKRUPTCY LAW/REAL ESTATE TRACK

This panel will provide you forms and examples of how to have a limited scope representation practice.

11:15 - 12:00Limited Scope Representation Forms and Practice Panel: Everything You Wanted to Know About LSR But Were Afraid to AskSpeakers: Justice Brent Appel, Iowa Supreme Court; Hon. William Kelly, District Court Judge, District 5; Jacob Koller, Simmons Perrine Moyer Bergman PLC; Hon. Kevin McKeever, District Court Judge, District 6; Megan Norberg, Iowa Legal Aid; Terry Parsons, Olsen & Parsons Law Firm; and Amy Skogerson, The Law Shop by Skogerson McGinn LLCCLE Credit: .75 state hour

PROGRAMMING - WEDNESDAY

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Erik Fisk will be covering platting and subdivisions, including the documents that need to be prepared, and working with the city/county officials and surveyors during the platting and subdivision processes.

9:20 - 12:00Platting and Subdivisions: Practical ConsiderationsSpeaker: Erik Fisk, Whitfield & Eddy, P.L.C.CLE Credit: 2.5 state hours

Watch as a trustee and attorney discuss the New Official Form Plan now required in chapter 13 cases filed in Iowa.

1:30 - 2:15 The New Chapter 13 Model PlanSpeakers: Carol Dunbar, Chapter 13 Trustee and Elizabeth Goodman, Attorney for the Chapter 13 TrusteeCLE Credit: .75 state hour which includes .75 federal hour

A survey of current issues arising in bankruptcy court will be explored during this panel session.

2:30 - 3:30 Bankruptcy Law UpdateSpeakers: Hon. Thad Collins, Chief Judge, United States Bankruptcy Judge, Northern District of Iowa and Hon. Anita Shodeen, Chief Judge, United States Bankruptcy Judge, Southern District of IowaCLE Credit: 1 state hour which includes 1 federal hour

8:00 - 9:00State of Iowa v Henry RayhonsSpeaker: Joel Yunek, Yunek Law Firm PLCCLE Credit: 1 state hour

Joel Yunek will discuss the State of Iowa v Henry Rayhons case, where an Iowa State Representative was accused of having intercourse with his wife at the nursing home she was residing in when she lacked the mental capacity to consent due to her Alzheimer’s. He will talk about the investigation, trial and complicated case law regarding this case.

3:30 - 4:00 An Overview of the New Tax LawSpeaker: Rebecca Miller, Nyemaster Goode, P.C.CLE Credit: .5 state hour which includes .5 federal hour

A broad overview of the Tax Cuts and Jobs Act comparing the old law with the new law going forward including the following topics: individual income tax rates, alimony deduction, moving expense deduction, §529 qualified tuition programs, itemized vs. standard deduction, personal exemption and charitable contributions.

ROOMS 319-320 COURT REPORTERS TRACK

This presentation will cover the topic of laboratory terminology. Bruce Reeve will provide a photo tour of the DCI laboratory, with slides showing laboratory instruments commonly referenced in testimony.

9:20 - 10:20Iowa Division of Criminal Investigation Criminalistics LaboratorySpeaker: Bruce Reeve, Laboratory Administrator, Iowa Division of Criminal Investigation CLE Credit: No credit available

Jason Bahr and Ray Fiedler will examine the Michael Klunder abduction and investigation. Klunder was a convicted sex offender who was suspected of abducting two girls from an Iowa bus stop.

10:30 - 12:00Michael Klunder Abduction and InvestigationSpeakers: Jason Bahr, Detective, Webster County Sheriff’s Office and Ray Fielder, Special Agent, Intelligence UnitCLE Credit: No credit available

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8:00 - 9:00Medicaid Eligibility for Nursing Home and In-Home ServicesSpeaker: Scott Hartsook, Iowa Legal AidCLE Credit: 1 state hour

Learn the Medicaid eligibility rules for nursing home and elderly waiver services, including attribution of assets, spousal allowances, transfer of asset restriction, Miller Trusts, the estate recovery law and how to preserve assets.

10:30 - 11:30Medicaid Managed Care and AppealsSpeakers: Scott Lyon, Adult and Investigations Staff Attorney, Disability Rights Iowa and Cyndy Miller, Legal Director, Disability Rights Iowa CLE Credit: 1 state hour

This session will discuss the grievance and appeals processes from Medicaid managed care organization (MCO) decisions. The session will review both state and federal applicable law and contract provisions applicable to the appeals process including requesting state fair hearing. A discussion of perspectives on advising Medicaid members and their experiences going through the processes will also be included.

9:20 - 10:20Deeper Dive into Medicaid Assistance and Special Needs TrustsSpeaker: Gregory Kenyon, Bradshaw Fowler Proctor & Fairgrave PCCLE Credit: 1 state hour

Gregory Kenyon will discuss special need trusts and how they can help with Medicaid eligibility.

11:30 - 12:00Iowa Medicaid Estate RecoverySpeaker: Benjamin Chatman, SUMO Group Inc.CLE Credit: .5 state hour

This presentation will discuss when there is a debt from estates to repay Medicaid, when the debt may be waived and for how long, the type of assets that are collectible, the expenses that have a higher priority than the Medicaid debt and related topics.

1:30 - 2:15Medicaid Q&A Speakers: Benjamin Chatman, SUMO Group Inc.; Deanna Clingan-Fischer, Ombuds Officer, Iowa State University; Scott Hartsook, Iowa Legal Aid; Gregory Kenyon, Bradshaw Fowler Proctor & Fairgrave PC; Scott Lyon, Adult and Investigations Staff Attorney, Disability Rights Iowa; and Cyndy Miller, Legal Director, Disability Rights IowaCLE Credit: .75 state hour

This facilitated discussion will be responsive to the questions on Medicaid and provide updates on such items as managed care, eligibility, estate recovery and trusts. Participants will have an opportunity to have their questions posed to each panel member for answers and conversation.

ROOMS 306-307 ELDER LAW TRACK

PROGRAMMING - WEDNESDAY

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2:30 - 4:00Ethics and Elder Abuse: Are Attorneys Helping or Hurting?Speakers: J. Andrew Cederdahl, Assistant Attorney General and Chantelle Smith, Assistant Attorney GeneralCLE Credit: 1.5 state hours which includes 1.5 ethics and 1.5 federal hours

The presentation highlights the importance of attentiveness to commonly-implicated ethical rules in representing elderly and vulnerable clients. Attorneys must play a role in the fight against elder abuse, particularly financial exploitation by family members.

8:00 - 9:00Family Law UpdateSpeaker: James Meade, Meade Law OfficeCLE Credit: 1 state hour

The most significant family law statutory changes and appellate decisions during the past year are described in context as part of a 100-page outline of Iowa family law.

1:30 - 3:30Shifting Landscapes: Adapting Your Firm to Emerging ThreatsSpeakers: Matthew Fitterer, Risk Control Attorney, CNA Financial Corporation and Theresa Garthwaite, Risk Control Specialist, Lawyers Professional LiabilityCLE Credit: 2 state hours which includes 2 ethics and 2 federal hours

This presentation will cover five steps towards a more professional, responsible and profitable practice, clients with diminished capacity, a day in the life of Lydia the lawyer and cautionary case law.

ROOMS 312-313 ETHICS TRACK

ROOMS 317-318 FAMILY LAW TRACK

9:20 - 10:20Vocational Experts and Trying a Spousal Support Case Following Gust and MauerSpeakers: Amy Botkin, Vocational Resources Plus LLC; Diane Dornburg, Carney & Appleby PLC; and Jaclyn Zimmerman, Grefe & Sidney, PLCCLE Credit: 1 state hour

This will be a nuts and bolts session wherein attendees will learn Iowa’s framework for determining whether an alimony award is appropriate. Attorneys will discuss practical tools such as: utilizing a vocational evaluator as expert witness, cross-examining the vocational evaluator and practice pointers/tools for presenting your case to the court.

11:30 - 12:00Equitable Power of Court Speakers: David Cox, Bray & Klockau PLC; Hon. Chad Kepros, District Judge, District 6; and Hon. David Odekirk, District Court Judge, District 1BCLE Credit: .5 state hour

Injunctions and domestic abuse protective orders will be examined during this half-hour presentation.

10:30 - 11:30Don’t Flame Out on AppealSpeakers: Andrew Howie, Shindler Anderson Goplerud & Weese PC and Hon. Richard Doyle, Iowa Court Of AppealsCLE Credit: 1 state hour

A discussion of appellate practice tips from the appellate court.

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2:30 - 3:30Tax Implications of Divorce Following Changes to Federal Tax LawSpeakers: Brian Crotty, HDH Advisors, LLC and Ron Nielson, CliftonLarsonAllen LLPCLE Credit: 1 state hour which includes 1 federal hour

The Tax Cuts and Jobs Act of 2017 contains several provisions that will impact family law cases in 2017 and future years. This session will focus on the key changes that will impact your clients and better prepare you for the changing landscape.

3:30 - 4:00Limited Scope Representation and the Self-Representation TsunamiSpeakers: Matthew Brandes, Simmons Perrine Moyer Bergman PLC and Justice Thomas Waterman, Iowa Supreme CourtCLE Credit: .5 state hour

Self-representation is the new normal. How will you respond? The information in this short program will get you thinking about the needs of your clients and the future of your law practice.

The presentation will provide an overview of guardianships and conservatorships in Iowa, with a recap of the applicable statutory authority and key case law on the topics. The presentation will also give practical advice from initiating an action, pitfalls and considerations, annual reporting and closing out a matter.

10:30 - 11:30Nuts and Bolts of Guardianship/ConservatorshipSpeaker: Andrew Boettger, Hastings Gartin & Boettger LLPCLE Credit: 1 state hour

9:20 - 10:20Juvenile LawSpeaker: Nicole Facio, Newbrough Law Firm LLPCLE Credit: 1 state hour which includes 1 juvenile hour

This presentation will cover the basics of practicing in juvenile court.

A series of major recent supreme court cases, initiated by the Tenants’ Project, has seen a significant expansion of landlord tenant precedent. Learn how to make practical use of landlord tenant law, recent changes and the Tenants’ Project’s current litigation to restore balance and equity for landlords and tenants dealing with emotional support animals.

8:00 - 9:00Practical Landlord Tenant LawSpeaker: Christopher Warnock, Law Office of Christopher WarnockCLE Credit: 1 state hour

ROOMS 317-318 FAMILY LAW TRACK (cont’d)

ROOMS 302-303 FUNDAMENTALS OF LAW TRACK

PROGRAMMING - WEDNESDAY

1:30 - 2:15What Family Law Attorneys Need to Know About Real Estate LawSpeaker: Kirsten Frey, Kennedy Cruise Frey & Gelner LLPCLE Credit: .75 state hour

An analysis of problematic or controversial real estate issues that arise in the context of the dissolution of marriage.

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Attorney fee liens can be fraught with ethical issues for any attorney. Learn the dos and don’ts of creating and enforcing liens ethically.

2:30 -3:00 Creating and Enforcing Attorney’s Liens EthicallySpeaker: Amy Moore, Mid-Iowa Mediation and Law PLLCCLE Credit: .5 state hour which includes .5 ethic and .5 federal hour

The Public Safety Assessment (PSA) helps judges decide if a defendant should be released, and if so, on what conditions. This session will provide an overview of the PSA and will feature a panel discussing the implications of the PSA.

3:00 - 4:00Pretrial Assessment ToolSpeakers: Jeffrey Clayton, Executive Director of the American Bail Coalition; Brandon Cole, Brown Winick PLC; Matthew Lindholm, Criminal Defense Attorney; Eric Manley, Associate Professor of Computer Science, Drake University and Jeffrey Noble, Assistant Polk County AttorneyCLE Credit: 1 state hour

11:30 - 12:00Confidentiality and Social MediaSpeakers: Taylor Larson, Recent Drake Law School Graduate and Tara van Brederode, Assistant Director for Attorney Discipline, Office of Professional RegulationCLE Credit: .5 state hour which includes .5 ethics and .5 federal hours

This informal discussion of ethics and social media will include such tricky topics as: blogging/tweeting/posting on Facebook about cases, the scary world of online reviews, choosing your “friends” wisely, advertising and solicitation, obtaining and protecting electronically-stored information, and whether it’s a good idea to practice law via text message.

1:30 - 2:15Wills and EstatesSpeaker: Mark Gray, Hodges & Associates, PLCCLE Credit: .75 state hour

The nuts and bolts for wills and estate planing for lawyers.

In Evidence in Action: Critical Issues in Iowa and Federal Evidence, Prof. Ron Carlson and Michael Carlson provide successful objection tactics in Iowa and federal practice. Using a trial question and answer format, they will supply practical techniques for trial proof and practice.

9:20 - 11:00Evidence in Action: Critical Issues in Iowa and Federal EvidenceSpeakers: Prof. Ron Carlson, University of Georgia School of Law and Michael Carlson, Office of the District Attorney, Cobb Judicial CircuitCLE Credit: 1.5 state hours which includes 1.5 federal hours

8:00 - 9:00Jury Verdict PanelSpeakers: Brian Galligan, Galligan & Reid PC; Jacqueline Samuelson, Whitfield & Eddy PLC; and Bradley Schroeder, Hartung & Schroeder, LLPCLE Credit: 1 state hour

How many civil cases are being tried in Iowa these days? Are verdicts for plaintiffs on the rise? Are the sizes of the verdicts changing? Are there new strategies being employed by members of the plaintiffs and defense bar in trying cases? How effective are these strategies? Find the answers to these questions and more during this panel discussion.

ROOMS 304-305 LITIGATION TRACK

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Learn how to incorporate Federal Rule of Civil Procedure 30(B)(6) (Iowa Rule of Civil Procedure 1.707(5)) into your trial practice by taking effective depositions of corporate representatives.

2:30 - 3:00Rule 30(B)(6) Corporate Representative Depositions: Forcing a Corporation to SpeakSpeaker: Brian Ivers, RSH LegalCLE Credit: .5 state hour which includes .5 federal hour

In response to previous panels, surveys, supportive feedback and a desire by Iowa attorneys and judges to continue the dialogue on sexual harassment in the workplace, a new panel of judges and practitioners will join Annual Meeting participants to consider practical solutions to address gender bias, discrimination and harassment in the Iowa legal profession.

11:00 - 12:00 Gender Matters: Practical Solutions for Tackling Bias and Unprofessional Conduct in the Iowa Legal Profession Speakers: Leslie Behaunek, Nyemaster Goode PC; Kimberly Carson, Iowa Judicial Branch; Hon. Rebecca Goodgame Ebinger, United States District Judge, Southern District of Iowa; Tom Levis, Brick Gentry, P.C.; Bryan O’Neill, Dickinson Mackaman Tyler & Hagen PC; Bridget Penick, Fredrikson & Byron, P.A.; and Justice Thomas Waterman, Iowa Supreme CourtCLE Credit: 1 state hour which includes 1 ethics and 1 federal hour

1:30 - 2:15When You Need to Bring in an Employment Lawyer for Your ClientSpeaker: Brooke Timmer, Fiedler & Timmer P.L.L.C.CLE Credit: .75 state hour which includes .75 federal hour

This session will explain some of the things to beware of when helping your clients if you don’t practice in the employment law field.

4:20 - 5:20Ethics JeopardySpeaker: Michael Streit, Ahlers & Cooney PCCLE Credit: 1 state hour which includes 1 ethics and 1 federal hour

ROOMS 314-316

3:30 - 4:00Cell Phone DiscoverySpeaker: Angela Campbell, Dickey & Campbell Law Firm PLCCLE Credit: .5 state hour which includes .5 federal hour

The presentation will discuss the use of cell phone data in court, discovery issues with cell phone discovery, and what kind of information is available from cell phone data files.

Join Michael Streit and a panel of “contestants” as they try to identify ethical issues presented to them.

PLENARY TRACK

PROGRAMMING - WEDNESDAY

ROOMS 304-305 LITIGATION TRACK (cont’d)

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TRACKS AND TOPICS ETHICS FEDERAL JUVENILE STATEAGRICULTURAL LAW TRACK

Evaluating the Impact of the Tax Cuts and Jobs Act on Agriculture 2 2

Animal Agriculture Law Update .75

COLLABORATIVE LAW TRACK

Fundamentals of Collaborative Practice 1

Collaborative Law in Action 1

Challenges and Ethical Considerations in Collaborative Practice .75 .75

CORPORATE COUNSEL TRACK

Iowa General Assembly Review and the Road Ahead 1

Tax Update for Corporate Counsel 1.75 1.75

COURT REPORTERS TRACK

Veteran’s Court Program 1

Youth Emergency Services and Shelter

State Public Defender’s Office 1.75

FEDERAL PRACTICE TRACK

Iowa Federal Court Updates 1 1

Effective Courtroom Presentations 1 1

Trends in Intellectual Property Issues .75 .75

FUNDAMENTALS OF LAW PRACTICE TRACK

A Systematic Approach to Choosing a Jury 1 1

The Fundamentals of Uninsured and Underinsured Motorist Claims 1

Understanding and Avoiding Wrongful Convictions .75

JUDGES TRACK #1

Law, Justice and the Holocaust: How the Courts Failed Germany 3 3

JUDGES TRACK #2

Facts v Fiction on Opioids for Judges 1

Judicial Security in Changing Times 1

Media Issues in the Courtroom and Beyond .75

PLENARY TRACK

The Iowa Constitution: Origins and Back Stories 1

RETIREMENT TRACK

Supreme Court Requirements and What License Status to Choose .5 .5 .5

Malpractice Insurance Tail Policies for Protection After Exiting the Practice .5 .5

Practical Knowledge for Retirement 1

Retirement Q&A .75

WHAT’S TRENDING IN LAW TRACK

Military Discharge Upgrades After the Hagel Memo .5 .5

Statutory Interpretation for Iowa Lawyers .5

Gray Area Thinking Human Inclusivity Training 1.75 1.75 1.75

CLE CREDIT INFORMATION - MONDAY

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TRACKS AND TOPICS ETHICS FEDERAL JUVENILE STATECASE LAW TRACKCriminal Law Update 1.5 1.5Iowa Civil Law Update 1.5Workers’ Compensation Update .75Employment Law Update .75 .75COURT REPORTERS TRACKHot Lotto Case Background 1.5The A to Z ProgramAbove + Beyond CancerMotivation

Iowa Coalition Against Domestic Violence

FUNDAMENTALS OF LAW PRACTICE TRACKTrust Accounts and Succession Planning Update 1 1 1Ethics Update: The View from the Attorney Disciplinary Board 1 1 1Nuts and Bolts of Iowa Residential Real Estate Transactions 1.5JUDGES TRACK #1Sentencing Juvenile Offenders in Iowa District Court .75 .75Sexual Harassment Policy and Best Practice for Judges .75 .75Ex Parte Communication: Avoiding the Appearance of Impropriety and Getting the Job Done 1 1 1

JUDGES TRACK #2

A Judge’s Guide to Risk Assessment at Sentencing 1.5Legislative Update .5Immigration Issues: Adequacy of Criminal Defense Advice and UVisas 1.5 1.5Ex Parte Communication: Avoiding the Appearance of Impropriety and Getting the Job Done 1 1 1

JUVENILE LAW TRACKRepresenting Incarcerated and Detained Parents in Juvenile Court 1 1Best Practices from Judges 1 1Juvenile Court Case Law Update 1 1Interstate Compact on the Placement of Children: Best Practices/Checklist 1 1Immigration Issues .5 .5 .5LITIGATION TRACKEmotional Distress Damages in Employment Claims .5 .5Ethics in Litigation 1 1 1Importance of Civility in Litigation .5 .5 .5PLENARY TRACKThe 2017 Legal Trends Report 1.5PROBATE TRACK

Saving Your Clients’ Retirement Savings: Recent Development in Estate Planning for Retirement Asset 1.5 1.5

Tax Primer for Estate Planners 1 1Ethical Dilemmas for Estate Planners 1 1 1Legislative Update for Estate Planners .5Drafting for Estate Planners: How to Make Fiduciaries Happy and Avoid Litigation 1

CLE CREDIT INFORMATION - TUESDAY

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TRACKS AND TOPICS ETHICS FEDERAL JUVENILE STATEACCESS TO JUSTICE TRACKImmigrant Community Stabilization Project 1 1The Self-Representation Tsunami: Disaster or Opportunity? .5Limited Scope Representation: An Ethical Response .5 .5 .5Limited Scope Representation Best Practice from the Insurance Perspective .75Limited Scope Representation Forms and Practice Panel .75COMMERCIAL AND BANKRUPTCY LAW/REAL ESTATE TRACKTime Restraints for Rights of First Refusal 1Platting and Subdivisions: Practical Considerations 2.5The New Chapter 13 Model Plan .75 .75Bankruptcy Law Update 1 1An Overview of the New Tax Law .5 .5COURT REPORTERS TRACKState of Iowa v Henry Rayhons 1Iowa Division of Criminal Investigation Criminalistics LaboratoryMichael Klunder Abduction and InvestigationELDER LAW TRACKMedicaid Eligibility for Nursing Home and In-Home Services 1Deeper Dive into Medicaid Assistance and Special Needs Trusts 1Medicaid Managed Care and Appeals 1Iowa Medicaid Estate Recovery .5Medicaid Q&A .75Ethics and Elder Abuse: Are Attorneys Helping or Hurting? 1.5 1.5 1.5ETHICS TRACKShifting Landscapes: Adapting Your Firm to Emerging Threats 2 2 2FAMILY LAW TRACKFamily Law Update 1Vocational Experts and Trying A Spousal Support Case Following Gust and Mauer 1Don’t Flame Out on Appeal 1Equitable Power of Court .5What Family Law Attorneys Need to Know About Real Estate Law .75Tax Implications of Divorce Following Changes to Federal Tax Law 1 1Limited Scope Representation and the Self-Representation Tsunami .5FUNDAMENTALS OF LAW TRACKPractical Landlord Tenant Law 1Juvenile Law 1 1Nuts and Bolts of Guardianship/Conservatorship 1Confidentiality and Social Media .5 .5 .5Wills and Estates .75Creating and Enforcing Attorney’s Liens Ethically .5 .5 .5Pretrial Assessment Tool 1LITIGATION TRACKJury Verdict Panel 1Evidence in Action: Critical Issues in Iowa and Federal Evidence 1.5 1.5Gender Matters: Practical Solutions for Tackling Bias and Unprofessional Conduct 1 1 1When You Need to Bring in an Employment Lawyer for Your Client .75 .75Rule 30(B)(6) Corporate Representative Depositions: Forcing a Corporation to Speak .5 .5Cell Phone Discovery .5 .5PLENARY TRACKEthics Jeopardy 1 1 1

CLE CREDIT INFORMATION - WEDNESDAY

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