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NOTE: IN-PESON ATTENDANCE IS SOLD OUT. Remote attendance option still available.

The seminar will be held at Embassy Suites by Hilton (Lexington/UK Coldstream) 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 50th Annual Midwest-Midsouth Estate Planning Institute. If you have questions or wish to register by phone, please contact our office at 859-257-2921.

Tentative topics include:

  • Notable Developments in Estate Planning & Administration
  • Kentucky Case Law & Legislative Update in Estate Planning & Administration
  • Creditor Rights Issues tor the Estate
  • Spousal Lifetime Access Trusts
  • Kentucky Inheritance Tax Refresher & Practice Issues
  • Electronic Assets in Estate Planning
  • The SECURE ACT and Other Recent Developments in Estate Planning For Retirement Assets
  • Cybersecurity and Secured Document Transmission
  • The Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases
  • Business Succession Planning Issues for the Estate Planner
  • No Contest Clauses: Striking Terror into the Hearts of Anyone Seeking to Undermine Testamentary Intent?
  • If the Ethics Rules Were Simple, Why Is There a Hotline?
  • The Generous Business: How Families Use Their Business As an Engine for Generosity
  • Trust Administration & The Drafter’s Intent
  • Foreseeable Planning for the Unforeseeable Future – Planning Provisions and Techniques to Assist with Special Needs Planning and Other Beneficiary Issues


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!