Simmons Perrine Moyer Bergman PLC attorneys educate clients via email updates and regularly scheduled webinars. If you would like to invite one of our attorneys to present for your business or organization, or if you have a specific topic that you are interested in learning about, please contact us.

Banking and Finance

Wills, Trusts, Estate Planning and Probate Law

  • How Planned Giving and Development Professionals are Perceived by Affiliated Estate Planning Professionals: Data from Iowa and the Big 12 Region, 2019 (Presentation)
  • Medicaid and Long-Term Care Planning, 2019 (Presentation)
  • Step-Up Basis Rules and Planning, 2019 (Presentation)
  • Charitable Gift Planning, 2019 (Presentation)
  • Revocable Trusts, Clayton QTIPs and Disclaimer Planning, 2019 (Presentation)
  • Planning After the 2017 Tax Act, 2019 (Presentation)

Attorney CLE

  • How Planned Giving and Development Professionals are Perceived by Affiliated Estate Planning Professionals: Data from Iowa and the Big 12 Region, 2019 (Presentation)
  • ACC Fall Symposium: Ethical Issues Facing In-House Counsel, 2017 (Presentation)


*Disclaimer: Our presentations are intended for general information only and are not intended, nor should they be construed or relied on, as legal advice. Please contact your attorney if specific information is desired.