8:00 AM - 3:00 PM CST
Sponsored by the Kansas City Estate Planning Symposium in cooperation with the University of Missouri – Kansas City School of Law
Friday, January 19, 2024 | VIRTUAL ONLY
UPDATE: 1:30 pm Tuesday, January 16: Due to the impending severe cold temperatures on Friday, January 19th, this program has been moved to fully virtual.
The “Intermediate” Estate Planning Program is the bridge between the Estate Planning all‐day “Fundamentals” Program in the fall of each year and the two‐day Estate Planning Symposium in the spring of each year.
This program will go in‐depth on two estate planning topics every estate planner will encounter in their practice. This year's topics are: Medicaid Eligibility/Special Need Trust Planning" and "Contestability of Non-Probate Transfers and Estate Plans." We will follow-up the morning sessions with an afternoon of Roundtable Discussions. This is a “can’t miss” program for anyone who wants to be engaged in the estate planning practice. Formatted for lawyers, this program will provide invaluable information to any professional whose practice or career touches any area of estate planning.
SCHEDULE (subject to change):
- 8:00 am - Registration & Webcast Access
- 8:30 am - Medicaid and Special Needs Trusts: What You Need to Know to Help Your Clients (and maybe your own family) | Stacey Janssen, Janssen Estate, Probate & Elder Law & Maureen Lester, Complete Estate & Probate Law
- 10:10 am - Break
- 10:20 am - The Plan of Attack to Attack the Plan: Challenging Nonprobate Transfers and Other Estate Planning Documents | Daniel Wheeler & Aaron Kirkland, Kirkland Woods & Martinsen, LLP
- Lunch Break
- 12:30 pm - 1:10 pm - Roundtable I
- Topic 1: Medicaid Eligibility/Special Need Trust Planning; Contestability of Non-Probate Transfers and Estate Plans; IRAs & Qualified Plans; Digital Assets
- Topic 2: Medicaid Eligibility/Special Need Trust Planning
- 1:10 pm - Break
- 1:15 pm - 1:55 pm - Roundtable II
- Topic 1: Medicaid Eligibility/Special Need Trust Planning; Contestability of Non-Probate Transfers and Estate Plans; IRAs & Qualified Plans; Digital Assets
- Topic 2: Contestability of Non-Probate Transfers and Estate Plans
- 1:55 pm - Break
- 2:00 - 2:45 pm - Roundtable III
- Topic 1: Medicaid Eligibility/Special Need Trust Planning; Contestability of Non-Probate Transfers and Estate Plans; Digital Assets
- Topic 2: IRAs and Qualified Plans
REGISTRATION FEES:
- $150 (morning session only - includes digital material ONLY)
- $200 (morning session + roundtables - includes digital material ONLY)