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
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.
New York Life Insurance Company
Rebecca Lanter Godfrey
UMB Bank, Private Wealth Management
Greater Kansas City Community Foundation
Spencer Fane LLP
Kirkland Woods & Martinsen, PC
Lathrop & Gage, LLP
Van Osdol, PC
US Trust Bank of America
Daniel J. McCarroll
UMKC Law School CLE
Reaves Law Firm, PC
Russ E. Utter, Jr.
BridgeBuilder Tax + Legal Services, P.A.