Intermediate Estate Planning, January 31, 2018

In Person  

or

Webcast (CLE only)

Description

The “Intermediate” Estate Planning Program is the bridge between the Estate Planning all-day “Fundamentals” Program and the two-day Estate Planning Symposium in the spring of each year.  This half-day program will go in-depth on two estate planning topics every estate planner will encounter in their practice.  This is a “can’t miss” program for anyone who wants to be engage in the estate planning practice.  Formatted for lawyers, this program will provide invaluable information to any professional whose practice or career touches any area of estate planning.

Schedule

7:30 a.m.         Registration and Breakfast

8:00 a.m.         How to Make a Trust a "Special Needs Trust"

Craig Reaves, Reaves Law Firm, PC

9:40 a.m.         Break

10:00 a.m.       IRA/Qualified Plan Beneficiary Designation including those payable to Trusts

Prof. Chris Hoyt, UMKC School of Law

11:40 a.m.       Adjourn

Trust"

Craig Reaves, Reaves Law Firm, PC

9:40 a.m.         Break

10:00 a.m.       IRA/Qualified Plan Beneficiary Designation including those payable to Trusts

Prof. Chris Hoyt, UMKC School of Law

11:40 a.m.       Adjourn