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The Institute will be held Lexington's historic Keeneland Racecourse 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 49th 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 Conference 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:

  • The Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases
  • What Estate Planners in Common Law Marital Property States Need to Know About Community Property
  • Environmental, Social, Governance (ESG) Investing – It’s Inevitable, It’s Now
  • What Every Estate Planner Needs to Know About Gun Trusts
  • The Role of the Private Attorney in Guardianship Proceedings
  • Legal Ethics: Understanding The KBA’s Disciplinary Process
  • Notable Developments in Estate Planning & Administration
  • Legal Ethics: Planning for the Inevitable in Your Law Practice
  • Contemporary Trust Administration Challenges
  • Annual Kentucky Legislative & Case Law Update in Estate Planning/Probate
  • Income Taxation of Estates and Trusts
  • Retirement Benefits, Asset Protection, & Post-Mortem Planning Issues
  • 60 Tips in 60 Minutes

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: