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Estate Planning Conference VIRTUAL

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Overview

This conference is available as livestream virtual event only. You will be able to ask questions of the presenters during the conference.

Highlights

  • Substance abuse and ethics
  • Professional culture and ethics
  • SECURE Act update
  • Uniform Trust Code update and recent cases
  • Tax update, including recent pandemic legislation
  • Trust office panel with practical tips

Agenda

Thursday, Jun 18th

8:00AM TO 9:00AM / General Sessions

Faith Crump, Director of Tax Services, Dean Dorton PLLC

Elizabeth Leatherman, Dean Dorton PLLC


9:00AM TO 10:00AM / General Sessions

Claudette Patton, Patton & Skeens PLLC


10:15AM TO 11:15AM / General Sessions

Alex Say, Trust Counsel, Stock Yards Bank & Trust Co


11:15AM TO 12:15PM / General Sessions

Turney Berry, Wyatt Tarrant & Combs LLP


1:00PM TO 2:00PM / General Sessions

Timothy Barrett, Argent Trust Company

Caroline Meena, Community Foundation of Louisville

Jim Worthington, Worthington Law Firm


2:00PM TO 3:00PM / General Sessions

Katherine Langan, Dinsmore & Shohl LLP


3:15PM TO 4:15PM / General Sessions

Tiffany Cardwell, MCM CPAs & Advisors LLP


Register Now

Review and choose your sessions and options above.

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

EPC618

8 CPE Credits
General: 8 Credits

Registration

Member Price:
$324 $374
Non-member Price:
$324 $374
    Register by June 4th for Early Bird Pricing.

    Registration is open through 06/17.

    Thursday, June 18th

    8:00am to 4:00pm
    (Check-In 7:30am)

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