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.

2019 Fundamentals of Estate Planning

Wednesday, October 30, 2019

8:00 am – 3:45 pm

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

Approved Continuing Education Credit

CLE: Missouri 8.0, incl. 1.0 ethics  |  Kansas pending | Nebraska pending  | Iowa pending

Missouri &  Kansas Insurance: Pending
CPA CPE: up to 8.0 hours
CFRE CE: pending
CFP: pending

2019 Estate Planning Fundamentals Planning Committee

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

2019 Program Chair: Jerald J. Cook
The Cook Law Firm, LLC

Scott Blakesley
Spencer Fane LLP

Donald Friend II
Friend & Associates, LLC

Paul R. Himmelstein 
Van Osdol, PC

Jessica M. Kinnard, CPA

Rebecca Lanter Godfrey
Private Wealth Management UMB Bank

Craig C. Reaves
Reaves Law Firm, PC

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

Andrew Felker
Chinnery Evans & Nail, PC

M. Suzanne (Suzy) Hall
Country Club Trust Company

Rachel Horvath
Creative Planning

Evan M. Lange
UMB Bank

Daniel McCarroll
UMKC Law School Continuing Legal Education

Thomas Ruane
Polsinelli, PC

Corey Ziegler
Greater Kansas City Community Foundation

UMKC Representative  – Seth Snyder
UMKC School of Law CLE