Event Registration - Kansas City Estate Planning Symposium
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The Fundamentals of Estate Planning - In Person and Virtual Registration Available
10/26/2023
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 26, 2023 | Polsinelli PC Conference Center | 900 W. 48th Place | Kansas City, MO
Presented live with in person and virtual registration options 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 is made up of working professionals and educators representing all facets of estate planning. This is an insightful introduction for those new to the field, or for those in need of a refresher course. It is designed for lawyers, trust officers, CPAs, CFPs, fundraising executives, and all estate planning professionals.
SCHEDULE:
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: 8.0 hours
Location: Polsinelli PC Conference Center
900 W. 48th Place
Kansas City, MO 64112
10/26/2023
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 26, 2023 | Polsinelli PC Conference Center | 900 W. 48th Place | Kansas City, MO
Presented live with in person and virtual registration options 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 is made up of working professionals and educators representing all facets of estate planning. This is an insightful introduction for those new to the field, or for those in need of a refresher course. It is designed for lawyers, trust officers, CPAs, CFPs, fundraising executives, and all estate planning professionals.
SCHEDULE:
- 8:00 am - Webcast Access & Registration/Breakfast for In Person Attendees
- 8:30 am - Willis vs. Trusts - Peter Phillips, US Bank
- 9:00 am - Trust Funding & non-Probate Transfers - Michael Fischer, Payne & Jones
- 9:30 am - Trust Drafting - Ruth Brackney, Lathrop GPM
- 10:00 am - Break
- 10:10 am - Estate & Gift Tax - Scott Filmore, RSM
- 11:00 am - Medicaid Eligibility//Special Needs Trust Administration - Maureen Lester, Midwest Trust
- 11:40 am - Lunch Break
- 11:40 am - Lunch (included for in person attendees)
- 12:10 pm - POAs and HCD - Megan Kelly, Creative Planning
- 12:40 pm - IRAs and Qualified Plans - Heather Counts, Counts Law Firm, LLC
- 1:10 pm - Panel Discussion - Learning Estate Planning Landscape and Resources
- 2:00 pm - Break
- 2:10 pm - Trustee Selection - Scott Blakesley, Spencer Fane LLP
- 2:40 pm - Digital Assets/Cryptocurrency - Alice Haseltine, Kirland Woods & Martinsen
- 3:10 pm - Ethics - Forensic Accounting - Julia Mast, Forvis
- 4:00 pm - Networking Reception sponsored by Midwest Trust
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: 8.0 hours
Location: Polsinelli PC Conference Center
900 W. 48th Place
Kansas City, MO 64112