51st Annual Midwest-Midsouth Bondurant | Bagby Estate Planning Institute
The seminar will be held at the Griffin Gate Marriott Golf Resort & Spa in Lexington, Kentucky, and simultaneously livestreamed via Zoom for those attending remotely. For more information, including a detailed agenda and a printable registration form, download a PDF of the 51st Annual Midwest-Midsouth Bondurant | Bagby Estate Planning Institute brochure. If you have questions or wish to register by phone, please contact our office at 859-257-2921.
Tentative topics include:
- The Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases
- Kentucky Case Law & Legislative Update in Estate Planning & Administration
- The Intersection of High Net Worth Divorces and Trusts
- Special Needs Planning
- Estate Planning for the “Middle-Rich”
- Social Security Planning
- Personal Property Valuation & Disposition
- Legal Ethics and Artificial Intelligence
- Notable Developments in Estate Planning & Administration
- A Look at the Uniform Trust Code After 24 Years
- Gift and Estate Black Holes
- Trust Modification: Pros and Cons of Keeping a Trust Irrevocable
- Kentucky Inheritance Tax & Practice Issues
- Charitable Giving Techniques and Traps
- The Crossroads of Estate, Legal Ethics, and Special Needs Planning
Hotel Information
Attendees can click here to reserve a room at the Marriott Griffin Gate Golf Resort & Spa for the Estate Planning Institute with a special group rate. The room block will be held until June 24, 2024, or until sold out.
Zoom Requirements for Remote Attendance:
- Stable, high-speed internet connection
- Desktop/laptop computer, tablet, phone, or other mobile device
- No Zoom account needed to attend!