1/19/2024
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 19, 2024 | UMKC School of Law | E.E. Thompson Courtroom | 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's topics are: Medicaid Eligibility/Special Need Trust Planning" and "Contestability of Non-Probate Transfers and Estate Plans." 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):
- 8:00 am - Registration & Webcast Access
- 8:30 am - Medicaid and Special Needs Trusts: What You Need to Know to Help Your Clients (and maybe your own family) | Stacey Janssen, Janssen Estate, Probate & Elder Law & Maureen Lester, Complete Estate & Probate Law
- 10:10 am - Break
- 10:20 am - The Plan of Attack to Attack the Plan: Challenging Nonprobate Transfers and Other Estate Planning Documents | Daniel Wheeler & Aaron Kirkland, Kirkland Woods & Martinsen, LLP
- Noon - Lunch Break (boxed lunch for in person attendees)
- 12:30 pm - 1:10 pm - Roundtable I
- In Person: Medicaid Eligibility/Special Need Trust Planning; Contestability of Non-Probate Transfers and Estate Plans; IRAs & Qualified Plans; Digital Assets
- Virtual: Medicaid Eligibility/Special Need Trust Planning
- 1:10 pm - Break
- 1:15 pm - 1:55 pm - Roundtable II
- In Person: Medicaid Eligibility/Special Need Trust Planning; Contestability of Non-Probate Transfers and Estate Plans; IRAs & Qualified Plans; Digital Assets
- Virtual: Contestability of Non-Probate Transfers and Estate Plans
- 1:55 pm - Break
- 2:00 - 2:45 pm - Roundtable III
- In Person: Medicaid Eligibility/Special Need Trust Planning; Contestability of Non-Probate Transfers and Estate Plans; Digital Assets
- Virtual: IRAs and Qualified Plans
- 2:45 pm - Adjourn & Happy Hour sponsored by Midwest Trust
REGISTRATION FEES:
- $150 (morning session only - includes digital material ONLY)
- $200 (morning session + roundtables - includes boxed lunch and digital material ONLY)
Location: UMKC Law School - EE Thompson Courtroom
500 E. 52nd Street
Kansas City, MO 64110
4/25/2024 - 4/26/2024
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 25-26, 2024 | Overland Park Convention Center | 6000 College Boulevard | Overland Park, Kansas
Presented live with in person and virtual registration options available.
The 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 2023 conference, being held on April 25th-26th, 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 coming soon!
- Earn up to 16.0 hours of continuing education credit!
Registration Fees:
- $495.00 (two day conference with digital course materials) - virtual registration options are available
- $445.00 (one day attendance with digital course materials) - in person attendance only
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.
Exhibitor and Sponsor Opportunities OPENING SOON!
Location: Overland Park Convention Center
6000 College Boulevard
Overland Park, KS 66211