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The seminar will be held at the Griffin Gate Marriott Golf Resort & Spa 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 51st Annual Midwest-Midsouth Bondurant | Bagby Estate Planning Institute brochure. If you have questions or wish to register by phone, please contact our office at 859-257-2921.

Tentative topics include:

  • The Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases
  • Kentucky Case Law & Legislative Update in Estate Planning & Administration
  • The Intersection of High Net Worth Divorces and Trusts
  • Special Needs Planning
  • Estate Planning for the “Middle-Rich”
  • Social Security Planning
  • Personal Property Valuation & Disposition
  • Legal Ethics and Artificial Intelligence
  • Notable Developments in Estate Planning & Administration
  • A Look at the Uniform Trust Code After 24 Years
  • Gift and Estate Black Holes
  • Trust Modification: Pros and Cons of Keeping a Trust Irrevocable
  • Kentucky Inheritance Tax & Practice Issues
  • Charitable Giving Techniques and Traps
  • The Crossroads of Estate, Legal Ethics, and Special Needs Planning

Hotel Information

Attendees can click here to reserve a room at the Marriott Griffin Gate Golf Resort & Spa for the Estate Planning Institute with a special group rate. The room block will be held until June 24, 2024, or until sold out.

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!