Annual Meeting June 18 - 20 | Events Center | Des Moines

Ignite Your Practice with Purpose TABLE OF CONTENTS General Information 2 Welcome Message 3 Schedule of Events 4 Social Events Guide 5 Sponsors 6

CLE PROGRAMMING - MONDAY

Ag Law Track 7 Collaborative Law Track 7 Corporate Counsel Track 7 Court Reporters Track 7 Federal Practice Track 8 Fundamentals of Law Track 8 Judges Track #1 8 Judges Track #2 8 Plenary Track 8 Retirement Track 8 What’s Trending in Law Track 8 More detailed CLE programming information for Monday can be found beginning on page 9.

CLE PROGRAMMING - TUESDAY

Case Law Track 14 Court Reporters Track 14 Fundamentals of Law Track 14 Judges Track #1 15 Judges Track #2 15 Juvenile Law Track 15 Litigation Track 15 Plenary Track 15 Probate Track 15 More detailed CLE programming information for Tuesday can be found beginning on page 16.

CLE PROGRAMMING - WEDNESDAY Access to Justice Track 22 Commercial and Bankruptcy Law/Real Estate Track 23 Court Reporters Track 23 Elder Law Track 23 Ethics Track 23 Family Law Track 23 Fundamentals of Law Track 24 Litigation Track 24 Plenary Track 24 More detailed CLE programming information for Wednesday can be found beginning on page 25.

CLE Credit Information 32

1 GENERAL INFORMATION

CLE CREDIT INFORMATION 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 - 298640 Iowa Judges Association Annual Conference - 297638 (10 state hours which includes 1.75 ethics hours)

Monday Application 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.

CLE PROGRAM ATTENDANCE 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.

FREE PROFESSIONAL PHOTOS

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.

EVENT LOCATION MAPS

Level 1 Level 3 Level 4

Mezzanine Level

2 WELCOME TO YOUR ANNUAL MEETING

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 Jennifer Juhler Ellen Ramsey-Kacena Anthony Carroll Kathleen Law (co-chair) Steven Reed Deanna Clingan-Fischer Miki McGovern Gail Sheridan-Lucht Erin Herbold-Swalwell Susan Mitchell Charles Smith Timothy Hill Christine Moon (co-chair) Anne Updegraff Stephen Humke Mary Lynn Neuhaus Tara Van Brederode Erin Lee Schneider Bridget Penick Lu Ann White

3 SCHEDULE OF EVENTS

MONDAY 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 1-4 Iowa 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 321 Drake 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 4 Open Al-Anon Meeting • 5:30 - 6:30 p.m. • Boardroom 1 Joint Presidents’ Reception • 5:30 - 7:30 p.m. • Hilton Des Moines Downtown (435 Park St.)

TUESDAY

Yoga • 7:00 - 7:30 a.m. • Boardroom 3 Open AA Meeting • 7:00 - 8:00 a.m. • Boardroom 4 Open Al-Anon Meeting • 7:00 - 8:00 a.m. • Boardroom 1 Iowa Judges Annual Conference • 8:00 a.m. - 4:15 p.m. Annual Meeting CLE Program • 8:00 a.m. - 5:30 p.m. Hospitality Suite • 9:30 a.m. - 3:30 p.m. • Room 321 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 Luncheon • 12:00 - 1:30 p.m. • Rooms 316 - 318 Probate 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 4 Open Al-Anon Meeting • 5:45 - 6:45 p.m. • Boardroom 1 Corks and Forks • 6:00 - 9:00 p.m. • ISBA Building Parking Lot (625 E. Court Ave.)

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

4 SOCIAL EVENTS GUIDE LAW SCHOOL LUNCHEONS

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.

JOINT PRESIDENTS’ RECEPTION

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.

50-YEAR MEMBER LUNCHEON 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.

UNIVERSITY OF IOWA HOSPITALITY SUITE

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.

CORKS AND FORKS

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.

THE IOWA SUPREME COURT HONORS LUNCHEON

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.

ISBA ANNUAL AWARDS GALA

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.

5 SPONSORS DIAMOND GAVEL SPONSORS - $5,000 GOLD GAVEL SPONSORS - $1,500

ADDITIONAL SPONSORS

6 SCHEDULE - MONDAY REGISTRATION AND EVENTS

Court Reporters Veterans’ History Project AA Meeting 9:00 a.m. - 12:00 p.m. 5:30 - 6:30 p.m. Boardrooms 1-4 Boardroom 4

Registration Opens Al-Anon Meeting 10:30 a.m. 5:30 - 6:30 p.m. Creighton University Law School Luncheon Boardroom 1 11:30 a.m. - 1:00 p.m. Room 321 Joint Presidents’ Reception Ticketed event ($25). 5:30 - 7:30 p.m. Sponsored by Nyemaster Goode P.C. Drake University Law School Luncheon Hilton Des Moines Downtown (435 Park St.) 11:30 a.m. - 1:00 p.m. Complimentary to all annual meeting attendees Room 318 Ticketed event ($25).

CLE PROGRAMMING

Ag Law Track (Rooms 312-313) 2:30 - 4:45 4:45 - 5:30 Evaluating the Impact of the Tax Cuts and Jobs Act on Animal Agriculture Law Update Agriculture Jacob Bylund, Eldon McAfee and Julie Vyskocil Kristine Tidgren Sponsored By Iowa Agricultural Development Division of the Iowa Finance Authority

Collaborative Law Track (Room 306) 2:30 - 3:30 3:45 - 4:45 4:45 - 5:30 Fundamentals of Collaborative Practice Collaborative Law in Action Challenges and Ethical Considerations Kristen Hall Central Iowa Academy of Collaborative in Collaborative Practice Professionals Kristen Hall

Corporate Counsel Track (Rooms 314-315) 2:30 - 3:30 3:45 - 5:30 Review and the Road Ahead Tax Update for Corporate Counsel Timothy Coonan Bruce Baker and K. Dwayne Vande Krol

Court Reporters Track (Rooms 319-320) 1:00 - 2:00 2:30 - 3:30 3:45 - 5:30 Veteran’s Court Program Youth Emergency Services and Shelter State Public Defender’s Office Hon. Jeffrey Poulson (YESS) Jason Dunn Julie Schneider

7 CLE PROGRAMMING

Federal Practice Track (Rooms 304-305) 2:30 - 3:30 3:45 - 4:45 4:45 - 5:30 Effective Courtroom Presentations Iowa Federal Court Updates Trends in Intellectual Property Issues Hon. Stephen Jackson, Jr.; Bryan Woodward; Hon. Celeste Bremer and R. Scott Johnson Michael Harger; Dan Junk; Holly Logan; and Hon. C.J. Williams Kevin Caster

Fundamentals of Law Track (Rooms 302-303) 2:30 - 3:30 3:45 - 4:45 4:45 - 5:30 A Systematic Approach to Choosing a The Fundamentals of Uninsured and Understanding and Avoiding Wrongful Jury Underinsured Motorist Claims Convictions Hon. Adria Kester Thomas Hillers Dr. Brian Farrell

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

Judges Track #2 (Rooms 309-310) 2:30 - 3:30 3:45 - 4:45 4:45 - 5:30 Facts v Fiction on Opioids for Judges Judicial Security in Changing Times Media Issues in the Courtroom and Kelly Dineen Roxann Ryan Beyond Hon. Adria Kester

Plenary Track (Ballroom B) 1:00 - 2:00 The Iowa Constitution: Origins and Back Stories Prof. Todd Pettys Sponsored by Iowa Title Guaranty

Retirement Track (Ballroom B) 2:30 - 3:00 3:00 - 3:30 3:45 - 4:45 4:45 - 5:30 Supreme Court Malpractice Insurance Tail Practical Knowledge for Retirement Q&A Requirements and What Policies for Protection After Retirement Roberta Chambers, Tré Critelli, License Status to Choose Exiting the Practice Roberta Chambers, Jay Eaton Jay Eaton, Matthew Fitterer Tré Critelli Matthew Fitterer and J.C. Salvo and J.C. Salvo

What’s Trending in Law Track (Rooms 316-317) 2:30 - 3:00 3:00 - 3:30 3:45 - 5:30 Military Discharge Upgrades After the Statutory Interpretation for Iowa Gray Area Thinking Human Inclusivity Hagel Memo Lawyers Training Todd Schmidt Jonathan Heggen Ellen Krug

8 PROGRAMMING - MONDAY

AG LAW TRACK ROOMS 312-313 2:30 - 4:45 Evaluating the Impact of the Tax Cuts and Jobs Act on Agriculture Speaker: Kristine Tidgren, Center for Agricultural Law and Taxation, CLE 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.

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

COLLABORATIVE LAW TRACK ROOM 306

2:30 - 3:30 Fundamentals of Collaborative Practice Speaker: Kristen Hall, Hall Mediation & Law PLLC CLE Credit: 1 state hour

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

3:45 - 4:45 Collaborative Law in Action Speaker: 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 - 5:30 Challenges and Ethical Considerations in Collaborative Practice Speaker: Kristen Hall, Hall Mediation & Law PLLC CLE Credit: 75 state hour which includes .75 ethic hour

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

CORPORATE COUNSEL TRACK ROOMS 314-315

2:30 - 3:30 Iowa General Assembly Review and the Road Ahead Speaker: Timothy Coonan, Davis Brown Law Firm CLE 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.

9 3:45 - 5:30 Tax Update for Corporate Counsel Speakers: Bruce Baker, Nyemaster Goode PC and K. Dwayne Vande Krol, Nyemaster Goode PC CLE 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.

COURT REPORTERS TRACK ROOMS 319-320

1:00 - 2:00 Veteran’s Court Program Speaker: Hon. Jeffrey Poulson, District Court Judge, District 3A CLE Credit: 1 state hour

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.

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

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.

3:45 - 5:30 State Public Defender’s Office Speaker: Jason Dunn, Public Defender’s Office CLE 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.

FEDERAL PRACTICE TRACK ROOMS 304-305

2:30 - 3:30 Effective Courtroom Presentations Speakers: 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.

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

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

10 PROGRAMMING - MONDAY

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

4:45 - 5:30 Trends in Intellectual Property Issues Speaker: R. Scott Johnson, McKee Voorhees & Sease PLC CLE Credit: .75 state hour

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.

FUNDAMENTALS OF LAW TRACK ROOMS 302-303

2:30 - 3:30 Jury Selection Speaker: Hon. Adria Kester, District Court Judge, District 2B CLE Credit: 1 state hour which includes 1 federal hour

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

3:45 - 4:45 The Fundamentals of Uninsured and Underinsured Motorist Claims Speaker: 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.

4:45 - 5:30 Understanding and Avoiding Wrongful Convictions Speaker: Dr. Brian Farrell, University of Iowa College of Law CLE Credit: 75 state hour

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.

JUDGES TRACK #1 ROOMS 307-308

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

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.

11 JUDGES TRACK #2 ROOMS 309-310

2:30 - 3:30 Facts v Fiction on Opioids for Judges Speaker: Kelly Dineen, Creighton University Law School, Attorney and Registered Nurse CLE Credit: 1 state 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.

3:45 - 4:45 Judicial Security in Changing Times Speaker: Roxann Ryan, Commissioner, Iowa Department of Public Safety CLE Credit: 1 state hour

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.

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

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

PLENARY TRACK BALLROOM B

1:00 - 2:00 The Iowa Constitution: Origins and Back Stories Speaker: Prof. Todd Pettys, H. Blair and Joan V. White Chair in Civil Litigation, University of Iowa College of Law CLE 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.

RETIREMENT TRACK BALLROOM B

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

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.

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

12 PROGRAMMING - MONDAY

RETIREMENT TRACK (cont’d) BALLROOM B

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

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.

4:45 - 5:30 Retirement Q&A Speakers: 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, PC CLE 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).

WHAT’S TRENDING IN LAW TRACK ROOMS 316-317

2:30 - 3:00 Military Discharge Upgrades After the Hagel Memo Speaker: Todd Schmidt, Iowa Legal Aid CLE 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.

3:00 - 3:30 Statutory Interpretation for Iowa Lawyers Speaker: Jonathan Heggen, Legal Services Division Editor, Legislative Services Agency CLE Credit: .5 state hour

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.

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

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

13 SCHEDULE - TUESDAY REGISTRATION AND EVENTS

Registration Opens 50-Year Member Luncheon 7:00 a.m. 12:00 - 1:30 p.m. Rooms 316-318 Yoga Ticketed event open to all ($25). 7:00 - 7:30 a.m. Boardroom 3 Probate Track Luncheon 12:00 - 1:30 p.m. Open AA Meeting Room 401 7:00 - 8:00 a.m. Ticketed event ($25). Boardroom 4 ISBA Young Lawyers Division Meeting Open Al-Anon Meeting 1:30 - 4:00 p.m. 7:00 - 8:00 a.m. Hy-Vee Hall (Rooms 107-108) Boardroom 1 Open AA Meeting University of Iowa Hospitality Suite 5:45 - 6:45 p.m. 9:30 a.m. - 3:30 p.m. Boardroom 4 Room 321 Complimentary to U of I College of Law alumni Open Al-Anon Meeting 5:45 - 6:45 p.m. Court Reporters Lunch and Meeting Boardroom 1 11:00 a.m. - 1:00 p.m. Hy-Vee Hall (Rooms 101-103) Corks and Forks 6:00 - 9:00 p.m. Yoga Sponsored by the ISBA Young Lawyers Division 12:00 - 12:45 p.m. Boardroom 3 ISBA Building Parking Lot (625 E. Court Ave.) Complimentary to all annual meeting attendees

CLE PROGRAMMING

Case Law Track (Ballroom B) 8:00 - 9:30 9:50 - 11:20 1:30 - 2:15 2:15 - 3:00 Criminal Law Update Iowa Civil Law Update Workers’ Compensation Employment Law Update B. John Burns Hon. Paul Ahlers Update Jill Jensen-Welch Ashley Grieser

Court Reporters Track (Rooms 319-320) 8:00 - 9:30 9:50 - 10:50 1:00 - 2:00 2:00 - 3:00 3:15 - 4:45 Hot Lotto Case The A to Z Program Above + Beyond Motivation Iowa Coalition Against Background Ann Carothers Cancer Doreen Sutton Domestic Violence Robert Sand Dr. Richard Deming Laurie Shipper

Fundamentals of Law Track (Rooms 302-303) 9:50 - 10:50 10:50 - 12:00 1:30 - 3:00 Trust Accounts and Succession Planning Ethics Update: The View from the Nuts and Bolts of Iowa Residential Update Attorney Disciplinary Board Real Estate Transactions Trinity Braun-Arana Tara van Brederode Timothy Gartin

14 CLE PROGRAMMING

Judges Track #1 (Rooms 307-308) 1:30 - 2:15 2:15 - 3:00 3:15 - 4:15 Sentencing Juvenile Offenders in Sexual Harassment Policy and Best Ex Parte Communication: Avoiding the Iowa District Court Practice for Judges Appearance of Impropriety and Getting the Hon. Mary Chicchelly Jennifer Juhler and Joey Leonhart Job Done Hon. Arthur Gamble, Hon. Marlita Greve, Hon. Jeffrey Larson and Justice David Wiggins

Judges Track #2 (Rooms 309-310) 9:50 - 11:20 11:30 - 12:00 1:30 - 3:00 3:15 - 4:15 A Judge’s Guide to Risk Legislative Update Immigration Issues: Ex Parte Communication: Avoiding Assessment at Sentencing Sydney Gangestad Adequacy of Criminal the Appearance of Impropriety and Kim McIrvin, Roxann Scheffert, Defense Advice and Getting the Job Done Prof. Jennifer Skeem and UVisas Hon. Arthur Gamble, Hon. Marlita Hon. Colin Witt James Benzoni and Greve, Hon. Jeffrey Larson and Justice Charissa Flege David Wiggins

Juvenile Law Track (Rooms 312-313) 8:30 - 9:30 9:50 - 10:50 10:50 - 12:00 1:30 - 2:30 2:30 - 3:00 Representing Best Practices from Juvenile Court Case Interstate Compact Immigration Issues Incarcerated and Judges Law Update on the Placement Rachel Antonuccio and Detained Parents in Hon. Stephanie Forker Prof. Brent Pattison of Children: Best Julia Zalenski Juvenile Court Parry and Hon. Joseph Practices/Checklist Jami Hagemeier Seidlin Tami Hoffman and Wendy Scheetz

Litigation Track (Rooms 314-315) 11:30 - 12:00 1:30 - 2:30 2:30 - 3:00 Emotional Distress Damages in Ethics in Litigation Importance of Civility in Litigation Employment Claims Prof. Emily Hughes Jeffrey Walters and J. Michael Weston Patrick Smith

Plenary (Ballroom B) 3:15 - 5:30 The 2017 Legal Trends Report George Psiharis Sponsored by Reynolds & Reynolds, Inc.

Probate Track (Rooms 304-306) 8:00 - 9:30 9:50 - 11:00 11:00 - 12:00 1:30 - 2:00 2:00 - 3:00 Saving Your Clients’ Tax Primer for Estate Ethical Dilemmas for Legislative Update for Drafting for Estate Retirement Savings: Planners Estate Planners Estate Planners Planners: How to Recent Developments Frank Comito, Prof. Emily Hughes Sue Pence Make Fiduciaries in Estate Planning for J. Michael Deege and Happy and Avoid Retirement Assets Michael Gilmer Litigation Robert Kirkland Elizabeth Meyer and Jana Weiler

15 PROGRAMMING - TUESDAY CASE LAW TRACK BALLROOM B

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

This session will cover federal and state criminal cases.

9:50 - 11:20 Iowa Civil Law Update Speaker: Hon. Paul Ahlers, District Associate Judge, District 2B CLE Credit: 1.5 state hours

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

1:30 - 2:15 Workers’ Compensation Update Speaker: Ashley Grieser, McKinney Law Office P.C. CLE Credit: .75 state hour This presentation will focus on recent changes to Iowa workers’ compensation law and the effect on Iowa’s workers.

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

COURT REPORTERS TRACK ROOMS 319-320

8:00 - 9:30 Hot Lotto Case Background Speaker: Robert Sand, Assistant Iowa Attorney General CLE Credit: 1.5 state 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.

9:50 - 10:50 The A to Z Program Speaker: Ann Carothers, Registered Professional Reporter, Certified Reporting Instructor CLE Credit: No credit available

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.

16 PROGRAMMING - TUESDAY

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

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

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.

2:00 - 3:00 Motivation Speaker: Doreen Sutton, Vice President, National Court Reporters Association (NCRA) CLE 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.

3:15 - 4:45 Iowa Coalition Against Domestic Violence Speaker: Laurie Shipper, Domestic Violence Coalition 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.

FUNDAMENTALS OF LAW TRACK ROOMS 302-303

9:50 - 10:50 Trust Accounts and Succession Planning Update Speaker: Trinity Braun-Arana, Assistant Director for Boards and Commissions, Office of Professional Regulation CLE 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.

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

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.

17 1:30 - 3:00 Nuts and Bolts of Iowa Residential Real Estate Transactions Speaker: Timothy Gartin, Hastings, Gartin & Boettger LLP CLE Credit: 1.5 state hours

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

JUDGES TRACK #1 ROOMS 307-308

1:30 - 2:15 Sentencing Juvenile Offenders in Iowa District Court Speaker: Hon. Mary Chicchelly, District Court Judge, District 6 CLE 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 - 3:00 Sexual Harassment Policy and Best Practice for Judges Speakers: Jennifer Juhler, Director of Education, State Court Administration and Joey Leonhart, Director of Human Resources, State Court Administration CLE 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 - 4:15 Ex Parte Communication: Avoiding the Appearance of Impropriety and Getting the Job Done Speakers: 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 Court CLE 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.

JUDGES TRACK #2 ROOMS 309-310

9:50 - 11:20 A Judge’s Guide to Risk Assessment at Sentencing Speakers: Kim McIrvin, Department of Corrections; Roxann Scheffert, Department of Corrections; Prof. Jennifer Skeem, UC Berkley; and Hon. Colin Witt, District Associate Judge, District 5C CLE 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.

18 PROGRAMMING - TUESDAY

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

11:30 - 12:00 Legislative Update Speaker: Sydney Gangestad, Legislative Liaison CLE Credit: .5

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

1:30 - 3:00 Immigration Issues: Adequacy of Criminal Defense Advice and UVisas Speakers: James Benzoni, Benzoni Law Office P.C. and Charissa Flege, Iowa Coalition Against Domestic Violence CLE 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.

3:15 - 4:15 Ex Parte Communication: Avoiding the Appearance of Impropriety and Getting the Job Done Speakers: 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 Court CLE 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.

JUVENILE LAW TRACK ROOMS 312-313

8:30 - 9:30 Representing Incarcerated and Detained Parents in Juvenile Court Speaker: 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.

9:50 - 10:50 Best Practices from Judges Speakers: Hon. Stephanie Forker Parry, District Associate Judge, District 5C and Hon. Joseph Seidlin, District Associate Judge, District 5C CLE 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.

10:50 - 12:00 Juvenile Court Case Law Update Speaker: Prof. Brent Pattison, Director of the Joan and Lyle Middleton Center for Children’s Rights, Drake Law School CLE 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.

19 1:30 - 2:30 Interstate Compact on the Placement of Children: Best Practices/Checklist Speakers: Tami Hoffman, Department of Human Services and Wendy Scheetz, Department of Human Services CLE 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 - 3:00 Immigration Issues Speakers: Rachel Antonuccio, Johnson County Public Defender’s Office and Julia Zalenski, Johnson County Public Defender’s Office CLE 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.

LITIGATION TRACK ROOMS 314-315

11:30 - 12:00 Emotional Distress Damages in Employment Claims Speaker: Patrick Smith, Bradshaw, Fowler, Proctor & Fairgrave PC CLE 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.

1:30 - 2:30 Ethics in Litigation Speaker: Prof. Emily Hughes, University of Iowa College of Law CLE 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.

2:30 - 3:00 Importance of Civility in Litigation Speakers: 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.

PLENARY TRACK BALLROOM B

3:15 - 5:30 The 2017 Legal Trends Report Speaker: George Psiharis, Clio CLE Credit: 1.5 state hours

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.

20 PROGRAMMING - TUESDAY PROBATE TRACK ROOMS 304-306

8:00 - 9:30 Saving Your Clients’ Retirement Savings: Recent Development in Estate Planning for Retirement Assets Speaker: Robert Kirkland, Kirkland Woods & Martinsen LLP CLE 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.

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

11:00 - 12:00 Ethical Dilemmas for Estate Planners Speaker: Prof. Emily Hughes, University of Iowa College of Law CLE 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 - 2:00 Legislative Update for Estate Planners Speaker: Sue Pence, Bankers Trust CLE Credit: .5 state hour

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

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

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

21 SCHEDULE - WEDNESDAY REGISTRATION AND EVENTS

Registration Opens The Iowa Supreme Court Honors Luncheon 7:00 a.m. 12:00 - 1:30 p.m. Ballroom B Yoga Ticketed event open to all ($25) 7:00 - 7:30 a.m. Boardroom 3 Court Reporters State Capitol Tour 1:30 - 2:30 p.m. Open AA Meeting 7:00 - 8:00 a.m. ISBA Board of Governors Meeting Boardroom 4 1:30 - 4:30 p.m. Room 308-310 Open Al-Anon Meeting Meeting will continue on Thursday, June 21 at 8:30 a.m. 7:00 - 8:00 a.m. Boardroom 1 Open AA Meeting 5:20 - 6:20 p.m. ISBA Foundation Fellows Breakfast Boardroom 4 7:00 - 8:30 a.m. Room 401 Open Al-Anon Meeting By invitation only 5:20 - 6:20 p.m. Boardroom 1 ISBA Foundation Board Meeting 9:00 a.m. - 12:00 p.m. ISBA Annual Awards Gala Room 402 6:30 - 9:30 p.m. By invitation only Ballroom B Ticketed event open to all ($60) Yoga 12:00 - 12:45 p.m. Boardroom 3

CLE PROGRAMMING

Access to Justice Track (Rooms 312-313) 8:00 - 9:00 9:20 - 9:50 9:50 - 10:20 10:20 - 11:15 11:15 - 12:00 Immigrant Community The Self- Limited Scope Limited Scope Limited Scope Stabilization Project: A Representation Representation: An Representation Best Representation Model for Collaborative Tsunami: Disaster or Ethical Response to the Practice from the Forms and Practice Provision of Low- Opportunity? Changing Legal Consumer Insurance Perspective Panel: Everything Cost Legal Services to Matthew Brandes Justice Brent Appel and Michael Feichtinger You Wanted to Immigrants Tara van Brederode and Theresa Know About LSR but Henny Ohr Garthwaite Were Afraid to Ask Justice Brent Appel, Hon. William Kelly, Jacob Koller, Hon. Kevin McKeever, Megan Norberg, Terry Parsons and Amy Skogerson

22 CLE PROGRAMMING

Commercial and Bankruptcy Law/Real Estate Track (Rooms 314-316) 8:00 - 9:00 9:20 - 12:00 1:30 - 2:15 2:30 - 3:30 3:30 - 4:00 Time Restraints for Platting and The New Chapter 13 Bankruptcy Law An Overview of the Rights of First Refusal Subdivisions: Practical Model Plan Update New Tax Law Deborah Petersen Considerations Carol Dunbar and Hon. Thad Collins and Rebecca Miller Erik Fisk Elizabeth Goodman Hon. Anita Shodeen

Sponsored by Iowa Title Guaranty

Court Reporters Track (Rooms 319-320) 8:00 - 9:00 9:20 - 10:20 10:30 - 12:00 State of Iowa v Henry Rayhons Iowa Division of Criminal Investigation Michael Klunder Abduction and Joel Yunek Criminalistics Laboratory Investigation Bruce Reeve Jason Bahr

Elder Law Track (Rooms 306-307) 8:00 - 9:00 9:20 - 10:20 10:30 - 11:30 11:30 - 12:00 1:30 - 2:15 2:30 - 4:00 Medicaid Deeper Dive Medicaid Iowa Medicaid Medicaid Q&A Ethics and Elder Eligibility for into Medicaid Managed Care Estate Recovery Benjamin Chatman, Abuse: Are Nursing Home and Assistance and and Appeals Benjamin Chatman Deanna Clingan- Attorneys Helping In-Home Services Special Needs Scott Lyon and Fischer, Scott or Hurting? Scott Hartsook Trusts Cyndy Miller Hartsook, Gregory J. Andrew Gregory Kenyon Kenyon, Scott Lyon Cederdahl and and Cyndy Miller Chantelle Smith

Ethics Track (Rooms 312-313) 1:30 - 3:30 Shifting Landscapes: Adapting Your Firm to Emerging Threats Matthew Fitterer and Theresa Garthwaite Sponsored by Lockton Affiinity, LLC

Family Law Track (Rooms 317-318) 8:00 - 9:00 9:20 - 10:20 10:30 - 11:30 11:30 - 12:00 1:30 - 2:15 2:30 - 3:30 3:30 - 4:00 Family Law Vocational Don’t Flame Equitable What Family Tax Limited Scope Update Experts Out on Appeal Power of Court Law Attorneys Implications Representation James Meade and Trying Andrew Howie David Cox, Hon. Need to Know of Divorce and the Self- a Spousal and Hon. Chad Kepros About Real Following Representation Support Case Richard Doyle and Hon. David Estate Law Changes to Tsunami Following Gust Odekirk Kirsten Frey Federal Tax Law Matthew Brandes and Mauer Brian Crotty and Justice Amy Botkin, and Ron Nielson Thomas Waterman Diane Dornburg and Jaclyn Zimmerman

23 CLE PROGRAMMING

Fundamentals of Law Track (Rooms 302-303) 8:00 - 9:00 9:20 - 10:20 10:30 - 11:30 11:30 - 12:00 1:30 - 2:15 2:30 - 3:00 3:00 - 4:00 Practical Juvenile Law Nuts and Bolts Confidentiality Wills and Creating and Pretrial Landlord Nicole Facio of Guardianship/ and Social Estates Enforcing Assessment Tool Tenant Law Conservatorship Media Mark Gray Attorney’s Liens Jeff Clayton, Christopher Andrew Boettger Taylor Larson Ethically Brandon Cole, Warnock and Tara van Amy Moore Matthew Brederode Lindholm, Eric Manley and Jeffrey Noble

Litigation Track (Rooms 304-305) 8:00 - 9:00 9:20 - 11:00 11:00 - 12:00 1:30 - 2:15 2:30 - 3:00 3:30 - 4:00 Jury Verdict Panel Evidence in Gender When You Need Rule 30(B)(6) Cell Phone Brian Galligan, Action: Critical Matters: Practical to Bring in an Corporate Discovery Jacqueline Issues in Iowa and Solutions for Employment Representative Angela Samuelson and Federal Evidence Tackling Bias and Lawyer for Your Depositions: Forcing Campbell Bradley Schroeder Prof. Ron Carlson Unprofessional Client a Corporation to and Michael Conduct in the Iowa Brooke Timmer Speak Carlson Legal Profession Brian Ivers Leslie Behaunek, Kimberly Carson, Hon. Rebecca Goodgame Ebinger, Tom Levis, Bryan O’Neill, Bridget Penick and Justice Thomas Waterman

Plenary (Rooms 314-316) 4:20 - 5:20 Ethics Jeopardy Michael Streit Sponsored by Lockton Affiinity, LLC

24 PROGRAMMING - WEDNESDAY ACCESS TO JUSTICE TRACK ROOMS 312-313

8:00 - 9:00 Immigrant Community Stabilization Project: A Model for Collaborative Provision of Low-Cost Legal Services to Immigrants Speaker: 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 - 9:50 The 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 - 10:20 Limited Scope Representation: An Ethical Response to the Changing Legal Consumer Speakers: Justice Brent Appel, Iowa Supreme Court and Tara van Brederode, Assistant Director for Attorney Discipline, Office of Professional Regulation CLE 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 - 11:15 Limited Scope Representation Best Practice from the Insurance Perspective Speakers: Michael Feichtinger, Minnesota Lawyers Mutual and Theresa Garthwaite, Risk Control Specialist, Lawyers Professional Liability CLE Credit: .75 state hour Thinking about providing limited scope representation? Learn the best insurance practices during this presentation..

11:15 - 12:00 Limited Scope Representation Forms and Practice Panel: Everything You Wanted to Know About LSR But Were Afraid to Ask Speakers: 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 LLC CLE Credit: .75 state hour

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

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

8:00 - 9:00 Time Restraints for Rights of First Refusal Speaker: Deborah Petersen, Petersen Law PLLC CLE Credit: 1 state hour

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

25 9:20 - 12:00 Platting and Subdivisions: Practical Considerations Speaker: Erik Fisk, Whitfield & Eddy, P.L.C. CLE Credit: 2.5 state hours 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.

1:30 - 2:15 The New Chapter 13 Model Plan Speakers: Carol Dunbar, Chapter 13 Trustee and Elizabeth Goodman, Attorney for the Chapter 13 Trustee CLE Credit: .75 state hour which includes .75 federal hour Watch as a trustee and attorney discuss the New Official Form Plan now required in chapter 13 cases filed in Iowa.

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

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

3:30 - 4:00 An Overview of the New Tax Law Speaker: 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.

COURT REPORTERS TRACK ROOMS 319-320

8:00 - 9:00 State of Iowa v Henry Rayhons Speaker: Joel Yunek, Yunek Law Firm PLC CLE 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.

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

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.

10:30 - 12:00 Michael Klunder Abduction and Investigation Speakers: Jason Bahr, Detective, Webster County Sheriff’s Office and Ray Fielder, Special Agent, Intelligence Unit 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.

26 PROGRAMMING - WEDNESDAY ELDER LAW TRACK ROOMS 306-307

8:00 - 9:00 Medicaid Eligibility for Nursing Home and In-Home Services Speaker: Scott Hartsook, Iowa Legal Aid CLE 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.

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

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

10:30 - 11:30 Medicaid Managed Care and Appeals Speakers: 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.

11:30 - 12:00 Iowa Medicaid Estate Recovery Speaker: 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 - 2:15 Medicaid 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 Iowa CLE 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.

27 2:30 - 4:00 Ethics and Elder Abuse: Are Attorneys Helping or Hurting? Speakers: J. Andrew Cederdahl, Assistant Attorney General and Chantelle Smith, Assistant Attorney General CLE 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.

ETHICS TRACK ROOMS 312-313

1:30 - 3:30 Shifting Landscapes: Adapting Your Firm to Emerging Threats Speakers: Matthew Fitterer, Risk Control Attorney, CNA Financial Corporation and Theresa Garthwaite, Risk Control Specialist, Lawyers Professional Liability CLE 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.

FAMILY LAW TRACK ROOMS 317-318

8:00 - 9:00 Family Law Update Speaker: James Meade, Meade Law Office CLE 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.

9:20 - 10:20 Vocational Experts and Trying a Spousal Support Case Following Gust and Mauer Speakers: Amy Botkin, Vocational Resources Plus LLC; Diane Dornburg, Carney & Appleby PLC; and Jaclyn Zimmerman, Grefe & Sidney, PLC CLE 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.

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

A discussion of appellate practice tips from the appellate court.

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

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

28 PROGRAMMING - WEDNESDAY

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

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

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

2:30 - 3:30 Tax Implications of Divorce Following Changes to Federal Tax Law Speakers: Brian Crotty, HDH Advisors, LLC and Ron Nielson, CliftonLarsonAllen LLP CLE 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 - 4:00 Limited Scope Representation and the Self-Representation Tsunami Speakers: Matthew Brandes, Simmons Perrine Moyer Bergman PLC and Justice Thomas Waterman, Iowa Supreme Court 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.

FUNDAMENTALS OF LAW TRACK ROOMS 302-303

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

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.

9:20 - 10:20 Juvenile Law Speaker: Nicole Facio, Newbrough Law Firm LLP CLE Credit: 1 state hour which includes 1 juvenile hour

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

10:30 - 11:30 Nuts and Bolts of Guardianship/Conservatorship Speaker: Andrew Boettger, Hastings Gartin & Boettger LLP CLE Credit: 1 state hour

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.

29 11:30 - 12:00 Confidentiality and Social Media Speakers: Taylor Larson, Recent Drake Law School Graduate and Tara van Brederode, Assistant Director for Attorney Discipline, Office of Professional Regulation CLE 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 - 2:15 Wills and Estates Speaker: Mark Gray, Hodges & Associates, PLC CLE Credit: .75 state hour

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

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

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

3:00 - 4:00 Pretrial Assessment Tool Speakers: 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 Attorney CLE Credit: 1 state 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.

LITIGATION TRACK ROOMS 304-305

8:00 - 9:00 Jury Verdict Panel Speakers: Brian Galligan, Galligan & Reid PC; Jacqueline Samuelson, Whitfield & Eddy PLC; and Bradley Schroeder, Hartung & Schroeder, LLP CLE 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.

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

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.

30 PROGRAMMING - WEDNESDAY

LITIGATION TRACK (cont’d) ROOMS 304-305

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 Court CLE Credit: 1 state hour which includes 1 ethics and 1 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.

1:30 - 2:15 When You Need to Bring in an Employment Lawyer for Your Client Speaker: 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.

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

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.

3:30 - 4:00 Cell Phone Discovery Speaker: Angela Campbell, Dickey & Campbell Law Firm PLC CLE 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.

PLENARY TRACK ROOMS 314-316

4:20 - 5:20 Ethics Jeopardy Speaker: Michael Streit, Ahlers & Cooney PC CLE Credit: 1 state hour which includes 1 ethics and 1 federal hour Join Michael Streit and a panel of “contestants” as they try to identify ethical issues presented to them.

31 CLE CREDIT INFORMATION - MONDAY

TRACKS AND TOPICS ETHICS FEDERAL JUVENILE STATE AGRICULTURAL 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

32 CLE CREDIT INFORMATION - TUESDAY

TRACKS AND TOPICS ETHICS FEDERAL JUVENILE STATE CASE LAW TRACK Criminal Law Update 1.5 1.5 Iowa Civil Law Update 1.5 Workers’ Compensation Update .75 Employment Law Update .75 .75 COURT REPORTERS TRACK Hot Lotto Case Background 1.5 The A to Z Program Above + Beyond Cancer Motivation Iowa Coalition Against Domestic Violence FUNDAMENTALS OF LAW PRACTICE TRACK Trust Accounts and Succession Planning Update 1 1 1 Ethics Update: The View from the Attorney Disciplinary Board 1 1 1 Nuts and Bolts of Iowa Residential Real Estate Transactions 1.5 JUDGES TRACK #1 Sentencing Juvenile Offenders in Iowa District Court .75 .75 Sexual Harassment Policy and Best Practice for Judges .75 .75 Ex Parte Communication: Avoiding the Appearance of Impropriety and Getting the 1 1 1 Job Done JUDGES TRACK #2 A Judge’s Guide to Risk Assessment at Sentencing 1.5 Legislative Update .5 Immigration Issues: Adequacy of Criminal Defense Advice and UVisas 1.5 1.5 Ex Parte Communication: Avoiding the Appearance of Impropriety and Getting the 1 1 1 Job Done JUVENILE LAW TRACK Representing Incarcerated and Detained Parents in Juvenile Court 1 1 Best Practices from Judges 1 1 Juvenile Court Case Law Update 1 1 Interstate Compact on the Placement of Children: Best Practices/Checklist 1 1 Immigration Issues .5 .5 .5 LITIGATION TRACK Emotional Distress Damages in Employment Claims .5 .5 Ethics in Litigation 1 1 1 Importance of Civility in Litigation .5 .5 .5 PLENARY TRACK The 2017 Legal Trends Report 1.5 PROBATE TRACK Saving Your Clients’ Retirement Savings: Recent Development in Estate Planning for 1.5 1.5 Retirement Asset Tax Primer for Estate Planners 1 1 Ethical Dilemmas for Estate Planners 1 1 1 Legislative Update for Estate Planners .5 Drafting for Estate Planners: How to Make Fiduciaries Happy and Avoid Litigation 1

33 CLE CREDIT INFORMATION - WEDNESDAY

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

34 ITG

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