Estate Planning Fundamentals Program

Who Should Attend

The Estate Planning Fundamentals is a one-day program in the fall of each year co-sponsored by the Kansas City Estate Planning Symposium and University of Missouri—Kansas City School of Law.

The program includes a number of speakers on a variety of estate planning topics you may encounter in your practice. Traditionally the program also includes topics on practice management and ethics. This is a program not to miss for the new estate planning professional or for those who need a brush-up on the state of affairs in today’s estate planning practice. Although formatted for lawyers, this program will prove valuable for all estate planning professionals, including, but not limited to, lawyers, trust officers, CPAs, and paralegals.

2017 Fundamentals of Estate Planning
Approved Continuing Education Credit

CLE: Missouri 9.3, incl. 1.0 ethics  |  Kansas 8.0, incl. 1.0 ethics
CPA CPE: up to 9.0 hours
CFRE CE: 7.75 hours
CFP: 9.0 hours

2017 Estate Planning Fundamentals Planning Committee

Committee Chair: James L. Cole
Country Club Trust Company, N.A.

2017 Program Chair: Andrew S. Felker
Chinnery Evans & Nail, PC

Lisa Althoff-Simmons
Seigfreid Bingham, P.C.

Jerald J. “JJ” Cook
The Cook Law Firm, LLC

Donald Friend, II
Friend & Associates, LLC

Suzy Hall (2015-2016 Program Chair)
Country Club Trust Company, N.A.

Kevin Johnson
New York Life Insurance Company

Rebecca Lanter Godfrey
UMB Bank, Private Wealth Management

Thomas Ruane
Polsinelli, PC

Corey Ziegler
Greater Kansas City Community Foundation

Scott Blakesley
Spencer Fane LLP

Amy DeGraeve
Kirkland Woods & Martinsen, PC

Joe Growney
Lathrop & Gage, LLP

Paul Himmelstein
Van Osdol, PC

Austin Keiser
US Trust Bank of America

Daniel J. McCarroll
UMKC Law School CLE

Craig Reaves
Reaves Law Firm, PC

Russ E. Utter, Jr.
BridgeBuilder Tax + Legal Services, P.A.