This event has completed.
8:00 AM - 5:00 PM CST
The Fundamentals of Estate Planning - In Person and Virtual Registration Available
10/26/20238:00 AM - 5:00 PM CST
Event Description
FUNDAMENTALS OF ESTATE PLANNING
Sponsored by the Kansas City Estate Planning Symposium in cooperation with the University of Missouri – Kansas City School of Law
Thursday, October 26, 2023 | Polsinelli PC Conference Center | 900 W. 48th Place | Kansas City, MO
Presented live with in person and virtual registration options available. Exhibitor space is also 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.
Exhibit space is also available, and may be reserved using this registration form.
SCHEDULE:
CLE Credit: Up to 8.0 hours, including 1.0 hour of ethics
View the full brochure HERE.
Sponsored by the Kansas City Estate Planning Symposium in cooperation with the University of Missouri – Kansas City School of Law
Thursday, October 26, 2023 | Polsinelli PC Conference Center | 900 W. 48th Place | Kansas City, MO
Presented live with in person and virtual registration options available. Exhibitor space is also 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.
Exhibit space is also available, and may be reserved using this registration form.
SCHEDULE:
- 7:00 - 8:00 am - Exhibitor Set-up
- 8:00 am - Webcast Access & Registration/Breakfast for In Person Attendees
- 8:30 am - The Dynamic Duo of Willis and Trusts - Peter Phillips, US Bank Private Wealth Management
- 9:00 am - Don't Be Useless: The Importance of Trust Funding & Non-Probate Transfers - Michael Fischer, Payne & Jones
- 9:30 am - Practice Tips for Drafting Trusts - Ruth Brackney, Lathrop GPM
- 10:00 am - Break
- 10:10 am - Estate & Gift Taxes: Fundamental Concepts for Common Situations - Scott Filmore, RSM US LLP
- 11:00 am - As Different as Cookies and Cream: Two Sweet Topics in Elder Law - Maureen Lester, Complete Law
- 11:40 am - Lunch Break (lunch included for in person attendees)
- 12:10 pm - Avoiding an Unfortunate Situation: Making Sure Your Powers of Attorney are Solid - Lea Bailes, Creative Planning
- 12:40 pm - Estate Planning with Retirement Benefits 101 - Heather Counts, Counts Law Firm, LLC
- 1:10 pm - Panel Discussion - How an Attorney New to Estate Planning Figures Out the Landscape and Finds Resources - Moderator: Stacey Janssen, Janssen Estate, Probate and Elder Law; Panelists: Michelle Burge, The Counts Law Firm, Emily J. Sullivan, Heritage Law LLP, Michael Ong, Ong Law Firm, PA, Jason Salinardi, JMS Legal LLC.
- 2:00 pm - Break
- 2:10 pm - Trustee Selection: Who's In Charge? - Scott Blakesley, Spencer Fane LLP
- 2:40 pm - How to Plan For and Administer Digital Assets - Alice Haseltine, Kirkland Woods & Martinsen, LLP
- 3:10 pm - Ethics - Avoiding Conflicts in an Estate: 10 Tips from a Forensic Accountant - Julia Mast
- 4:00 - 5:00 pm - Networking Reception sponsored by Midwest Trust
- 5:00 pm - Exhibitor dismantle
- Attendee Registration Fee: $140 (includes digital material ONLY)
- Exhibitor Registration Fee - $500 (includes display table, breakfast, lunch and networking event for two staff persons - for those seeking CLE or insurance credit, you must also be registered for the program to claim credit).
CLE Credit: Up to 8.0 hours, including 1.0 hour of ethics
View the full brochure HERE.