1/24/2025
KCEPS INTERMEDIATE ESTATE PLANNING
Sponsored by the Kansas City Estate Planning Symposium in cooperation with the University of Missouri – Kansas City School of Law
Friday, January 24, 2025 | 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. This year will cover: "Estate & Gift Tax Fundamentals: Planning for the Sunset" and "Trustee Panel, How to advise an individual Trustee of their duties once they are called on to serve." 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):
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8:00 am - Registration & Webcast Access
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8:30 am - Estate & Gift Tax Fundamentals: Planning for the Sunset - With the sunset of the Tax Cuts and Job Acts fast approaching it is imperative
that we are speaking with our clients about gift and estate tax planning opportunities. This session will cover annual exemptions vs. lifetime exemptions, what constitutes a gift and an overview of the gift tax return. The estate tax portion will provide an overview of estate tax, what is included in the gross estate
as well as estate tax deductions. | Julie Golden, Forvis Mazars Private Client and Ruth J. Brackney, Lathrop GPM LLP -
10:10 am - Break
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10:20 am - Trustee Panel - How to advise an individual Trustee of their duties once they are called on to serve. Moderator: Stacey Janssen, Janssen Estate, Probate and Elder Law
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12:00 pm - Lunch Break (box lunch)
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12:30 pm - 1:10 pm - Roundtable I
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Topic 1 (In person & virtual): Estate Tax Planning in Uncertain Times | Julie Golden, Forvis Mazars Private Client and Ruth J. Brackney, Lathrop GPM LLP
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Topic 2: Trustee Panel | Stacey Janssen, Janssen Estate, Probate and Elder Law
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Topic 3: IRAs & Qualified Plans | Donald Friend II, Friend & Associates LLC
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Topic 4: Comparing Charitable Giving Vehicles – Donor-Advised Funds, Private Foundations and Supporting Organizations - For donors who want to be more strategic in their giving than simply writing personal checks to charities, there are a lot of options to consider. This roundtable discussion will focus on when donor-advised funds, private foundations or supporting organizations make sense for client, how they are formed and operate and the tax benefits of each. | Evan M. Lange, J.D., The Signatry and Corey Ziegler, Greater Kansas City Community Foundation
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1:10 pm - Break
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1:15 pm - 1:55 pm - Roundtable II
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Topic 1: Estate Tax Planning in Uncertain Times | Julie Golden, Forvis Mazars Private Client and Ruth J. Brackney, Lathrop GPM LLP
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Topic 2 (In person & virtual): Trustee Panel | Stacey Janssen, Janssen Estate, Probate and Elder Law
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Topic 3: IRAs & Qualified Plans | Donald Friend II, Friend & Associates LLC
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Topic 4: Comparing Charitable Giving Vehicles – Donor-Advised Funds, Private Foundations and Supporting Organizations - For donors who want to be more strategic in their giving than simply writing personal checks to charities, there are a lot of options to consider. This roundtable discussion will focus on when donor-advised funds, private foundations or supporting organizations make sense for client, how they are formed and operate and the tax benefits of each. | Evan M. Lange, J.D., The Signatry and Corey Ziegler, Greater Kansas City Community Foundation
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1:55 pm - Break
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2:00 - 2:40 pm - Roundtable III
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Topic 1: Estate Tax Planning in Uncertain Times | Julie Golden, Forvis Mazars Private Client and Ruth J. Brackney, Lathrop GPM LLP
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Topic 2: Trustee Panel | Stacey Janssen, Janssen Estate, Probate and Elder Law
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Topic 3: IRAs & Qualified Plans | Donald Friend II, Friend & Associates LLC
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Topic 4 (In person & virtual) Comparing Charitable Giving Vehicles – Donor-Advised Funds, Private Foundations and Supporting Organizations - For donors who want to be more strategic in their giving than simply writing personal checks to charities, there are a lot of options to consider. This roundtable discussion will focus on when donor-advised funds, private foundations or supporting organizations make sense for client, how they are formed and operate and the tax benefits of each. | Evan M. Lange, J.D., The Signatry and Corey Ziegler, Greater Kansas City Community Foundation
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REGISTRATION FEES:
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$150 (Morning session only - includes digital material ONLY)
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$200 (Full day, includes box lunch, roundtables and 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, Suite 900
Kansas City, MO 64112
4/17/2025
Location: Spencer Fane LLP
6201 College Boulevard, Suite 500
Overland Park, KS 66211
4/24/2025 - 4/25/2025
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 24-25, 2025 | Overland Park Convention Center | 6000 College Boulevard | Overland Park, Kansas
The 44th 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 2025 conference, being held on April 24th-25th, 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
Agenda & Continuing Education Credit:
- Full agenda will be available by December 1, 2024
- Earn up to 16.0 hours of continuing education credit
Registration Fees:
- $525.00 (two day conference with digital course materials) - virtual registration options are available
- $475.00 (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