The Institute will be held at Keeneland Racecourse and simultaneously livestreamed via Zoom for those attending remotely. For more information (including a detailed agenda) and a printable registration form, download the a PDF of the 48th Annual Midwest-Midsouth Estate Planning Institute brochure. If you have questions or wish to register by phone, please contact our office at 859-257-2921.
COVID-19 SAFETY PLAN: If it is deemed unsafe to hold this Institute in person, please note that it will be offered as a live, interactive Zoom Webinar on the same dates and following the same agenda times. We will notify registrants of this change as soon as is practicable.
Tentative topics include:
- Notable Developments in Estate Planning & Administration
- Directed Trusts to Help Families Reduce Fiduciary Friction and Minimize Risk
- Post-Divorce Planning
- The Secure Act and Other Recent Developments in Estate Planning for Retirement Assets
- Lessons Learned from Charitable Remainder Trusts
- Legal Ethics Issues in Charitable Planning
- Crucial “End of Life” Documents
- The Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases
- Just Because You Can Doesn’t Mean You Should -- Naming the Drafting Lawyer as Executor or Trustee
- A Kentucky Practice Nuts & Bolts Survey of Estate Planning/Administration Issues
- Genetic Testing and its Impact on Estate Planning and Administration
- Legal Issues in Passing Corporate and Partnership Interests
- Modifying Irrevocable Trusts
- Grantor v. Non-Grantor Trusts
- Insolvency Issues in Estate Administration
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!
More information on using Zoom:
