Event Registration - Kansas City Estate Planning Symposium
This event has completed.
8:00 AM - 4:15 PM CST
Fundamentals of Estate Planning - In Person and Virtual Registration Available
10/20/2022 - 10/20/20228:00 AM - 4:15 PM CST
Event Description
FUNDAMENTALS OF ESTATE PLANNING
Co-sponsored by the Kansas City Estate Planning Symposium and University of Missouri – Kansas City School of Law
Thursday, October 20, 2022 | Pierson Auditorium, UMKC Volker Campus | Kansas City, MO
Presented live with in person and virtual registration options available.
KCEPS Fundamentals of Estate Planning is a one-day, basic program focused on topics and challenges encountered in today’s estate planning practice. Event faculty is made up of working professionals and educators representing all facets of estate planning. This is an insightful introduction for those new to the field, or for those in need of a refresher course. It is designed for lawyers, trust officers, CPAs, CFPs, fundraising executives, and all estate planning professionals.
SCHEDULE:
Special Dietary or Accommodation Requests: If you have special dietary or accommodation requests, please contact our Executive Director, Lori McCombs (lori@kceps.org).
CLE Credit: 8.0 hours, including 2.2 hours of Ethics and .06 hours of Elimination of Bias.
Co-sponsored by the Kansas City Estate Planning Symposium and University of Missouri – Kansas City School of Law
Thursday, October 20, 2022 | Pierson Auditorium, UMKC Volker Campus | Kansas City, MO
Presented live with in person and virtual registration options available.
KCEPS Fundamentals of Estate Planning is a one-day, basic program focused on topics and challenges encountered in today’s estate planning practice. Event faculty is made up of working professionals and educators representing all facets of estate planning. This is an insightful introduction for those new to the field, or for those in need of a refresher course. It is designed for lawyers, trust officers, CPAs, CFPs, fundraising executives, and all estate planning professionals.
SCHEDULE:
- 8:00 am - Webcast Access & Registration/Breakfast for In Person Attendees
- 8:30 am - Wills vs. Trusts - Adrienne B. Haynes, SEED Law, LLC
- 9:00 am - The Best of Assets/The Worst of Assets - Kevin Conley, Baker University
- 9:30 am - Trust Drafting - Tax & Non-Tax Considerations - Justin W. Whitney, Lathrop GPM LLP
- 10:00 am - Break
- 10:10 am - Trust Funding & Non-Probate Transfers - Matthew J. Peterson, Friend & Associates, LLC
- 10:40 am - Electronic Wills Statutes - Rochelle Falk, Polsinelli, PC
- 11:10 am - Charitable Giving is FUN(d): Why Estate Planners Should Care About Charitable Giving and DAFs - Evan Lange, JD, The Signatry
- 11:40 am - Lunch (included for in person attendees)
- 12:10 pm - At the Heart of Competence - Attorney Wellness and Excellence in Estate Planning - Dean Barb Glesner Fines
- 1:00 pm - Estate Planning Considerations from a Family Law Practitioner's Perspective - Abraham D. Kuhl, Law Office of Young, Kuhl & Frick, LLC
- 1:30 pm - Planning for LGBTQ+ Families in a Post-Roe World - Heather Counts, The Counts Law Firm, LLC
- 2:00 pm - Break
- 2:10 pm - Income Taxation of Trusts - Candace Varner & Emily Hanover,Creative Planning
- 2:40 pm - The Ins and Outs of the Durable Power of Attorney - S. Lynn Bayes-Weiner, Thomas & Bayes-Weiner LLC
- 3:10 pm - Who is the Client? - Panel - Stacey Janssen, Janssen Estate, Probate and Elder Law; Amy Guerich, Stepp & Rothwell; Erik Rome, Sage Law, LLP: Michael Sukup, Country Club Trust Company
- 4:00 pm - Networking Reception sponsored by Midwest Trust
Special Dietary or Accommodation Requests: If you have special dietary or accommodation requests, please contact our Executive Director, Lori McCombs (lori@kceps.org).
CLE Credit: 8.0 hours, including 2.2 hours of Ethics and .06 hours of Elimination of Bias.