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Estate Planning Conference - HYBRID

Overview

The Estate Planning Conference is an informative and engaging learning experience that will enhance your knowledge of estate planning.  Designed for and by CPAs and attorneys, the program is designed to keep you updated with the latest information you need to serve your clients. 

PLEASE NOTE:  We understand that plans can change. If you are registered for in-person attendance but need to switch to online, please inform us at least 7 days before the event. This is due to catering arrangements made within that time frame. Failing to notify us within 7 days will incur a $50 switch fee.

Agenda:  We are updating the agenda and event details, so be sure to check back for more information. 

To submit your CLE credit: 
              
• Enter only the six-digit number.
• Do not hit enter and wait for the system to locate the record.
To submit to any other state please use the KBA Form 3. 

Thank you to our sponsor: AssuredPartners

Highlights

 

Agenda

Friday, Jun 6th

8:00AM TO 9:30AM / General Sessions

Turney Berry, Partner, Wyatt Tarrant & Combs LLP

This session will discuss how to plan and prepare for possible changes. 

9:30AM TO 10:30AM / General Sessions

Nicholas Porter, Director, DMLO CPAs

10:30AM TO 11:30AM / General Sessions

Jim Orr, Branch Mgr, Dept of Revenue, Office of Sales & Excise Taxes, KY Department of Revenue

A number of tax audits result from preventable mistakes.  Here are the some of the most common audit red flags and what to do to avoid them.

11:30AM TO 12:30PM / General Sessions

Dani Fowles, Vice President, Trust Counsel, Baird

Katherine Langan, Partner, Stoll Keenon Ogden PLLC

Anuj Rastogi, Corporate Counsel and Managing Partner, The Glenview Trust Company

This panel will discuss different types of trusts, investment strategies within a trust, fiduciary responsibilities, and the latest changes in trust law. 

12:30PM TO 1:30PM / General Sessions
1:30PM TO 2:30PM / General Sessions

Robert Kester, Director, Blue & Co LLC

2:30PM TO 3:30PM / General Sessions

Collier Clay, Dentons Bingham Greenebaum LLP

Helen Cooper, Partner, Dentons Bingham Greenebaum LLP

3:30PM TO 4:30PM / General Sessions

Dalton Cline, CIPP/US, CIPM, CIPT, Dentons Bingham Greenebaum LLP

Finding a balance between security, privacy, and risk is a critical aspect of cybersecurity, and as organizations increasingly lean on AI-driven solutions, it is essential to consider the potential trade-offs and ethical implications of these technologies.

My Options

Please select one of the following options

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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:

EPC67

Registration

Member Price:
$324 $374
Non-member Price:
$324 $374
Register by May 23rd for Early Bird Pricing.

Registration is open through 06/05.

Friday, June 6th

8:00am to 5:00pm
(Check-In 7:30am)

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Gratzer Education Center

1735 Alliant Ave.
Louisville, KY 40299

Map and Directions

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