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 Kansas City Estate Planning Symposium is the Midwest’s premier estate planning conference, bringing together multi-disciplinary insights from nationally recognized leaders in the field. Attendees can expect fresh perspectives, expanded breakout session opportunities, and access to expert thought leadership designed to address the evolving challenges and strategies in estate planning. Participants can earn up to 16 hours of continuing education credit while engaging in real-time dialogue with speakers and peers. With a variety of intentional networking opportunities, the Symposium offers a unique platform to build meaningful relationships, exchange ideas, and
strengthen professional connections within the estate planning community.
Who Should Attend?
Sharpen the professional skills that will help you enhance your career and better serve your clients and organization. The Kansas City Estate Planning Symposium offers timely and relevant information for every person engaged in estate planning:
- 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. Register by April 20th for in-person attendance.
- $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
4/30/2026
Location: Lathrop GPM LLP
7300 West 110th Street, Suite 150
Overland Park, KS 66210