50th Annual Midwest-Midsouth Estate Planning Institute

Aug 3–4, 2023

Embassy Suites by Hilton Lexington/UK Coldstream: - Details

CLE

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!