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48th Annual Midwest-Midsouth Estate Planning Institute

Thursday, July 29, 2021 (All day) to Friday, July 30, 2021 (All day)

In-Person at Keeneland Racecourse or Remotely via Zoom

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: