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.

2018 Fundamentals of Estate Planning

Wednesday, October 17, 2018

8:00 am – 4:45 pm

UMKC Pierson Auditorium, Atterbury Student Success Center
5000 Holmes
Kansas City, Missouri 64110

Approved Continuing Education Credit

CLE: Missouri 9.3 hours  |  Kansas 8.0 hours |Nebraska 7.75 hours  | Iowa 7.75 hours

Missouri,  Kansas, & Iowa Insurance: 9.0 hours
CPA CPE: up to 9.0 hours
CFRE CE: pending
CFP: 9.0 hours

2018 Estate Planning Fundamentals Planning Committee

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

2018 Program Chair: Andrew S. Felker
Chinnery Evans & Nail, PC

Scott Blakesley
Spencer Fane LLP

Donald Friend II
Friend & Associates, LLC

Suzy Hall
Country Club Trust Company, N.A.

Rachel Horvath

Austin Keiser
U.S. Trust

Evan M. Lange
The Signatry

Daniel J. McCarroll
UMKC Law School CLE

Louisa Raich Grill
US Bank

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

Jerald J. Cook
The Cook Law Firm

Joseph D. Growney
Lathrop & Gage LLP

Paul Himmelstein
Van Osdol, PC

Kevin Johnson
New York Life Insurance Co.

Jessica M. Kinnard

Rebecca Lanter Godfrey
UMB Bank

Craig Reaves
Reaves Law Firm, PC

Thomas Ruane
Polsinelli, PC

Corey Ziegler
Greater Kansas City Community Foundation

UMKC Representative  – Seth Snyder
UMKC School of Law CLE