The Fundamentals of Estate Planning - In Person and Virtual Registration Available
10/17/2024

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.

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 - Wills vs. Trusts: 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 - Trust Drafting - Jeffrey M. Glogower, Polsinelli, PC
• 10:00 am - Break
• 10:15 am - Estate and Gift Tax Fundamentals - Julie Golden, Forvis Private Client
• 11:05 am - Title Issues in Estate Planning - Eric M. Worster, Continental Title 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 - Use of Technology in Estate Planning - Moderator: Stacey Janssen, Janssen Estate, Probate and Elder Law
• 1:55 pm - Break
• 2:10 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 - Polly S. Blomquist, Complete Estate & Probate Law, LLC
• 4:00 - 5:00 pm - Networking Reception sponsored by Midwest Trust
• 5:00 pm - Exhibitor dismantle

REGISTRATION FEES:

• 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). 

Special Dietary or Accommodation Requests: If you have special dietary or accommodation requests, please contact our Executive Director, Lori McCombs (lori@kceps.org)

CLE Credit: Up to 8.0 hours, including 1.0 hour of ethics
 
Location: Polsinelli PC Conference Center
900 W. 48th Place
Kansas City, MO 64112

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Student Networking Social ~ Presented by the Student Engagement Committee - November 7, 2024
11/7/2024


Location: Forvis Mazars Private Client
1201 Walnut Street, Suite 1700
Kansas City, MO 64106

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