52nd Annual Midwest-Midsouth Bondurant | Bagby Estate Planning Institute
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 52nd 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:
- Notable Developments in Estate Planning & Administration
- Kentucky Case Law & Legislative Update in Estate Planning & Administration
- Legal Ethics and Legal Capacity
- Estate Planning with Digital Assets and Crypto Currencies
- Treatment of Irrevocable Trusts After Divorce or Separation
- Tax Considerations for Family Offices
- A Primer on Gun Trusts
- Buy-Sell Agreements & Estate Planning/Administration
- The Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases
- What Estate Planners Need to Know About Estate Litigation
- Artificial Reproductive Technology & Estate Planning
- Income Tax Basis Adjustments in Estate Planning and Administration
- Planning for Gift & Estate Tax Audits
- Ticking Time-Bombs of GSTs
- Legal Ethics: Unauthorized Practice of Law
Hotel Information
Attendees can click here to reserve a room at the Griffin Gate Marriott for the Estate Planning Institute with a special group rate. The participant room block is for the nights of July 30 & 31, 2025. Rooms will be held until July 1, 2025, 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!