10/30/2025 - 10/30/2025
KCEPS Fundamentals of Estate Planning is a one-day basics program focused on topics and challenges encountered in every estate planning practice. Event faculty represent 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, financial planners, fund raising executives, and all estate planning practitioners.
To view the full brochure, CLICK HERE!
AGENDA (subject to change):
- 8:00 am - Registration & Breakfast / Virtual Login
- 8:30 am - Wills vs. Trusts - Jackie Pringle, Spencer Fane LLP
- 9:00 am - Trust Funding and Non-Probate Transfers - Brynne Brown, Lewis Rice LLC
- 9:30 am - Practical Considerations for Trust Drafting - Andrew Felker, Chinnery Evans & Nail, PC
- 10:00 am - Break
- 10:15 am - Income Tax for Trusts & Estates - Kevin Conley, Associate Professor of Business & Economics, Baker University
- 11:00 am - Powers of Attorney and Healthcare Directives - Stacey Janssen, Janssen Estate Probate & Elder Law
- 11:45 am - Retirement Planning with IRAs & Retirement Assets - Prof. Christopher Hoyt, KCEPS Faculty Scholar, University of Missouri - Kansas City School of Law
- 12:15 am - Lunch Break
- 12:45 pm - Special Needs Trusts - Casie Stephens, Midwest Special Needs Trust
- 1:15 pm - Panel Discussion - Drafting Considerations and Pitfalls from the Perspective of the Successor Trustee and Drafting Attorney
- 2:05 pm - Break
- 2:20 pm - Life Insurance - Joe Price, Dysart Taylor
- 2:50 pm - Basics of Asset Protection - Andrew Nazar, Polsinelli, PC
- 3:20 pm - Ethics of Multigenerational Representation - Dean Barbara Glesner Fines, Rubey H. Hulen Professor of Law and Dean Emeritus, University of Missouri - Kansas City School of Law
- 4:10 pm - Adjourn
- 4:10 pm - 5:30 pm - Networking Happy Hour
Location: Polsinelli PC Conference Center
800 W. 47th Street
Kansas City, MO 64111
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