Menu

Estate Planning Conference VIRTUAL

Overview

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

Highlights

Agenda

Thursday, Jun 17th

8:00AM TO 10:00AM / General Sessions

Turney Berry, Partner, Wyatt Tarrant & Combs LLP

What to expect. How to plan and prepare for possible changes

10:05AM TO 11:05AM / General Sessions

Nicholas Porter, Director, DMLO CPAs

What's new and on the horizon for business valuations.  How could new tax legislation effect valuations?

11:10AM TO 12:10PM / General Sessions

Misty Vantrease, Partner, Kentucky Elderlaw, PLLC

This presentation will delve into the many considerations of representing a client with diminished capacity. This includes ethical issues of confidentiality, identification of the client, dealing with family members, and the asset preservation planning issues that arise.  Irrevocable trusts are commonly used tools in elder law planning and have both interesting public benefits and taxation issues.  These will be discussed along with methods/procedures for asset preservation that require careful consideration from a legal and financial perspective. 

12:40PM TO 1:40PM / General Sessions

Timothy Barrett, Trust Strategist, Argent Trust Company

Emily Lawrence, Trust Principal, The Glenview Trust Company

Joel Wilson, Sr. VP, Trust Administrator, Hilliard Lyons Trust Company

Trending topics, "dos and don'ts", issues seen by trust officers in the trenches

1:45PM TO 2:45PM / General Sessions

Beatrice Rosenberg, DMLO CPAs

Tax law impacts, planning techniques, strategies on changes

2:50PM TO 3:50PM / General Sessions

Daniel Grimm, Northwestern Mutual Wealth ManagementCompany

How Roth IRA conversions, annuities, and asset allocation can be used most effectively in estate planning

3:55PM TO 4:55PM / General Sessions

Zachary Horn, Managing Member, Kirkland, Cain & Horn, LLC

Best practices to support mental health and wellness in the workplace while complying with legal and ethical issues

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:

EPC617

9.5 CPE Credits
CPE: 7.5 Credits Ethics: 2 Credits

Registration

Member Price:
$324 $374
Non-member Price:
$324 $374
    Register by June 3rd for Early Bird Pricing.

    Registration is open through 06/16.

    Thursday, June 17th

    8:00am to 4:55pm
    (Check-In 7:30am)

    Add to Calendar

    Related Courses

    CPAs in Business and Industry Conference Day 1 - VIRTUAL

    September 16, 2021

    8 Credits
    Details
    CPAs in Business and Industry Conference 2-Day - VIRTUAL

    September 16, 2021

    16 Credits
    Details
    CPAs in Business and Industry Conference Day 2 - VIRTUAL

    September 17, 2021

    8 Credits
    Details
    © 2021 Kentucky Society of Certified Public Accountants. All Rights Reserved. Contact Us