KCEPS Fundamentals of Estate Planning is a comprehensive one-day program that explores the core concepts, practical issues, and common challenges encountered in today's estate planning practice. Led by an experienced faculty representing a broad range of estate planning disciplines, this program provides a strong foundation for professionals who are new to the field, while also serving as an excellent refresher for experienced practitioners.

Designed for attorneys, trust officers, CPAs, financial planners, fundraising professionals, insurance professionals, and other estate planning practitioners, the program delivers practical, real-world education that can be applied immediately.

Participants may earn up to 8.0 continuing education hours, including 1.0 hour of ethics, for attorneys, accountants, trust officers, Certified Financial Planners™, fundraising executives, and insurance professionals.

Registration Fee: $170 per person

Click HERE to download a shareable flyer. 

Click HERE to view credit offerings approved to date. 

AGENDA (subject to change):

• 8:00 am - Registration & Breakfast/Virtual Login
• ​8:30 am - Wills vs. Trusts - Erik Rome, Sage Law, LLP
• 9:00 am - Trust Funding and Non-Probate Transfers: Practical Considerations and Common Pitfalls - Sara E. Morrison, Polsinelli, PC
• 9:30 am - Fiduciary Litigation: Finding the line between helping and hurting in a fiduciary relationship - Justin W. Whitney, Lathrop GPM LLP
• 10:00 am - Break
• 10:15 am - Elder Law - Maureen D. Lester, Complete Estate & Probate Law LLC
• 10:45 am - Estate Planning with IRAs and Retirement Plan Assets - Prof. Chris Hoyt, KCEPS Faculty Scholar, Professor of Law, University of Missouri Kansas City School of Law
• 11:15 am - Powers of Attorney and Health Care Declarations - Jason R. Covington, Joco Legal
• 11:45 am - Lunch Break
• 12:15 pm - Managing Post-Death Consultations - Molly Nail, Chinnery Evans & Nail, P.C.
• 1:00 pm - Panel Discussion: Starting and Running an Estate Planning Practice - Stacey L. Janssen, Janssen Estate Probate & Elder Law & Emily Sullivan, Heritage Law, LLP
• 1:45 pm - Break
• 2:00 pm - Irrevocable Trust Issues: How to Solve with Modification Methods - Christine M. Graham, Sunesis Advisors
• 2:30 pm - Drafting Considerations for Estate Plans - Jessica Kimbrell, Kimbrell Estate Planning
• 3:20 pm - Legal Ethics, AI and Estate Planning Practice - Prof. Barbara Glesner Fines, Rubey M. Hulen Professor of Law and Dean Emerita, University of Missouri - Kansas City School of Law
• 4:10 pm - 5:00 pm - Adjourn & Networking Happy Hour sponsored by Midwest Trust