2/5/2026
KCEPS INTERMEDIATE ESTATE PLANNING
Sponsored by the Kansas City Estate Planning Symposium in cooperation with the University of Missouri – Kansas City School of Law
Thursday, February 5, 2026 | Polsinelli PC Conference Center | 900 W. 48th Place | Kansas City, MO
Presented live with in person and virtual registration options available.
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. 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.
Click HERE to view the flyer and complete agenda.
SCHEDULE (subject to change):
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8:00 am - Registration & Webcast Access
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8:30 am - Estate and Succession Planning for Closely Held Businesses, Michael L. Fischer, Payne & Jones, Chtd.
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10:10 am - Break
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10:20 am - Panel Discussion: Drafting Considerations & Pitfalls from the Perspective of the Successor Trustee, Drafting Attorney, and Trust Litigator (Emily Sullivan, Heritage Law, LLP; Michael Sears, BOK Financial; Jennifer Carter, The Counts Law Firm, LLC; and Jason Covington, Joco Legal.
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12:00 pm - Lunch Break
- 12:30 pm - 1:10 pm - Roundtable I
- 1:10 pm - Break
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1:15 pm - 1:55 pm - Roundtable II
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1:55 pm - Break
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2:00 - 2:40 pm - Roundtable II
- $215 (Full day, includes box lunch, roundtables and digital material ONLY)
- $165 (Morning session only - includes digital material ONLY)
CLE Credit: This program is designed to qualify for up to 6.4 hours of continuing education credit. AM ONLY session credit: 4.0 hours.
Location: Polsinelli PC Conference Center
900 W. 48th Place
Kansas City, MO 64112
Special Dietary or Accommodation Requests: If you have special dietary or accommodation requests, please contact our Executive Director, Lori McCombs (lori@kceps.org)
Location: Polsinelli Conference Center
900 W. 48th Place
Kansas City, MO 64112
4/23/2026 - 4/24/2026
KANSAS CITY ESTATE PLANNING SYMPOSIUM
Sponsored by the Kansas City Estate Planning Symposium in cooperation with the University of Missouri – Kansas City School of Law
Thursday and Friday, April 23-24, 2026 | Overland Park Convention Center | 6000 College Boulevard | Overland Park, Kansas
The 45th Annual Kansas City Estate Planning Symposium is the Midwest’s leading estate planning event, featuring multi-disciplinary content delivered by nationally recognized leaders. It is vital to stay on top of the latest developments in trust, estate and gift taxes, especially during the current pandemic and economic disruption. The 2026 conference, being held on April 23rd and 24th, will be delivered in person at the Overland Park Convention Center and virtually – providing the same information, knowledge and education from the safety of your office or home. Registrants can earn up to 16 hours of professional development credit, experience real-time engagement with speakers, and make meaningful connections through a variety of networking opportunities.
Who Should Attend?
The Kansas City Estate Planning Symposium is dedicated to producing an outstanding educational seminar for all members of your estate planning team.
The symposium will be useful for:
- Estate Planning Attorneys
- Business & Tax Attorneys
- CPA’s
- Trust Officers
- Planned Giving Professionals
- Financial Planners
- Life Underwriters
Continuing Education Credit:
- Earn up to 16.0 hours of continuing education credit.
Registration Fees:
- $550.00 (two day conference with digital course materials) - virtual registration options are available
- $500.00 (single day attendance with digital course materials) - in person attendance only - this option is not available for virtual attendees
Lodging:
There are several hotels in the immediate area of the Overland Park Convention Center, many within walking distance. The Overland Park Sheraton is connected by a walk-way to the Convention Center. Click HERE to view the list of nearby hotels.Location: Overland Park Convention Center
6000 College Boulevard
Overland Park, KS 66211