This event has completed.
8:00 AM - 5:00 PM CST
The Fundamentals of Estate Planning - Virtual Registration Only (In Person SOLD OUT)
10/17/20248:00 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 17, 2024 | 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 members are working professionals representing all facets of estate planning. Fundamentals is an insightful introduction for those new to the field or those in need of a refresher course. It is designed for lawyers, trust officers, CPAs, CFPs®, fundraising executives, and all estate planning professionals.
Click HERE for a full brochure.
Click HERE for a credit update.
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
Sponsored by the Kansas City Estate Planning Symposium in cooperation with the University of Missouri – Kansas City School of Law
Thursday, October 17, 2024 | 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 members are working professionals representing all facets of estate planning. Fundamentals is an insightful introduction for those new to the field or those in need of a refresher course. It is designed for lawyers, trust officers, CPAs, CFPs®, fundraising executives, and all estate planning professionals.
Click HERE for a full brochure.
Click HERE for a credit update.
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 - Choosing Between Simple Wills and Trusts - Justin W. Whitney, Lathrop GPM LLP
- 9:00 am - Trust Funding and Non-Probate Transfers - Joshua A. Decker, Spencer Fane LLP
- 9:30 am - Practical Considerations for Trust Drafting- Jeffrey M. Glogower, Polsinelli, PC
- 10:05 am - Break
- 10:15 am - Estate and Gift Tax Fundamentals: Planning for the Sunset - Julie Golden, Forvis Mazars Private Client
- 11:05 am - Exploring the Crossroads of Title and Estate Planning - Eric M. Worster, Agents National Title Insurance Company - An Essent Company
- 11:35 am - Lunch Break (lunch included for in person attendees)
- 12:05 pm - Powers of Attorney and Healthcare Directives: the WHAT, WHY and HOW Explained - Emily Sullivan, Heritage Law, LLP
- 12:35 pm - Estate Planning with Retirement Assets - Scott T. Filmore, RSM US LLP
- 1:05 pm - Panel Discussion - Integrating Technology into Estate Planning: Practical Tools and Applications - Moderator: Stacey Janssen, Janssen Estate, Probate and Elder Law
- 1:55 pm - Break
- 2:05 pm - Give and Let Die: Why Estate Planners Should Talk About Charitable Giving - Evan M. Lange, The Signatry
- 2:40 pm - Ethical Wills: Transfer Your Life Story, Principles, and Values Along with Your Valuables! - Jonathan Sarver and Peter Vrooman, Sarver Vroorman Wealth Advisors
- 3:10 pm - The Lawyer, the Guardian, and the Gray Area: Ethical Quandaries, Representing Clients with Diminished Capacity - Anne-Linton Pond Hendrickson, Complete Estate & Probate Law, LLC
- 4:00 - 5:00 pm - Networking Reception sponsored by Midwest Trust
- 5:00 pm - Exhibitor Dismantle
- Attendee Registration Fee: $155 (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