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.

Click HERE for a full brochure.

Click HERE for a credit update. 

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 - 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 - Practical Considerations for Trust Drafting- Jeffrey M. Glogower, Polsinelli, PC
• 10:05 am - Break
• 10:15 am - Estate and Gift Tax Fundamentals: Planning for the Sunset - Julie Golden, Forvis Mazars Private Client
• 11:05 am - Exploring the Crossroads of Title and Estate Planning - Eric M. Worster, Agents National Title Insurance Company - An Essent 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 - Integrating Technology into Estate Planning: Practical Tools and Applications - Moderator: Stacey Janssen, Janssen Estate, Probate and Elder Law
• 1:55 pm - Break
• 2:05 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 - Anne-Linton Pond Hendrickson, 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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2025 Kansas City Estate Planning Symposium
4/24/2025 - 4/25/2025

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 24-25, 2025 | Overland Park Convention Center | 6000 College Boulevard | Overland Park, Kansas
 

The 44th Annual 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 2025 conference, being held on April 24th-25th, 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 will be available by December 1, 2024
• Earn up to 16.0 hours of continuing education credit

Registration Fees:

• $525.00 (two day conference with digital course materials) -  virtual registration options are available
• $475.00 (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

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