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2025 Fundamentals of Estate Planning
10/30/2025 - 10/30/2025
KCEPS Fundamentals of Estate Planning is a one-day basics program focused on topics and challenges encountered in every estate planning practice. Event faculty represent 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, financial planners, fund raising executives, and all estate planning practitioners.
To view the full brochure, CLICK HERE.
Location: Polsinelli PC Conference Center
800 W. 47th Street
Kansas City, MO 64111
10/30/2025 - 10/30/2025
KCEPS Fundamentals of Estate Planning is a one-day basics program focused on topics and challenges encountered in every estate planning practice. Event faculty represent 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, financial planners, fund raising executives, and all estate planning practitioners.
To view the full brochure, CLICK HERE.
AGENDA (subject to change):
- 8:00 am - Registration & Breakfast / Virtual Login
- 8:30 am - Wills vs. Trusts - Jackie Pringle, Spencer Fane LLP
- 9:00 am - Trust Funding and Non-Probate Transfers - Brynne Brown, Lewis Rice LLC
- 9:30 am - Practical Considerations for Trust Drafting - Andrew Felker, Chinnery Evans & Nail, PC
- 10:00 am - Break
- 10:15 am - Income Tax for Trusts & Estates - Kevin Conley, Associate Professor of Business & Economics, Baker University
- 10:40 am - Powers of Attorney and Healthcare Directives - Stacey Janssen, Janssen Estate Probate & Elder Law
- 11:20 am - Retirement Planning with IRAs & Retirement Assets - Prof. Christopher Hoyt, KCEPS Faculty Scholar, University of Missouri - Kansas City School of Law
- 11:50 am - Lunch Break
- 12:30 pm - Special Needs Trusts - Casie Stephens, Midwest Special Needs Trust
- 12:50 pm - Panel Discussion - Drafting Considerations and Pitfalls from the Perspective of the Successor Trustee and Drafting Attorney
- 1:40 pm - Break
- 1:55 pm - Life Insurance - Joe Price, Dysart Taylor
- 2:25 pm - Basics of Asset Protection - Andrew Nazar, Polsinelli, PC
- 2:55 pm - Ethics of Multigenerational Representation - Dean Barbara Glesner Fines, Rubey H. Hulen Professor of Law and Dean Emeritus, University of Missouri - Kansas City School of Law
- 3:45 pm - 6:00 pm - Networking Happy Hour
Location: Polsinelli PC Conference Center
800 W. 47th Street
Kansas City, MO 64111