Explore the dynamic realm of estate planning, elder law, and taxation at The Estate Planning Institute, an exclusive annual event proudly hosted by the prestigious Brandeis School of Law in collaboration with the LBA Probate & Estate Law Section.
Tailored for estate professionals, our program is dedicated to delivering top-notch instruction on crucial and current issues in the field. Designed to cater to a diverse audience, our curated topics are relevant to professionals serving clients of varying net worth, ensuring a comprehensive learning experience for all. Join us to stay ahead in the ever-evolving landscape of estate planning.
Topics will include:
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Recent Updates in Estate Planning
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KY Inheritance Tax
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Best Practices in Terminating a Trust
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Ethics - Who is the Client?
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Medicare/Medicaid Issues
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Assisted Reproductive Technology In Estate Planning
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AGENDA
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Time
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Title
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Speaker(s)
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08:30 a.m. - 10:00 a.m.
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Recent Updates in Estate Planning
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Turney P. Berry, Wyatt, Tarrant & Combs
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10:00 a.m. - 10:15 a.m.
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10:15 a.m. - 11:15 a.m.
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KY Inheritance Tax
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Katherine P. Langan, Stoll Keenon Ogden and
Cameron F. Myers, Stoll Keenon Ogden
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11:15 a.m. - 12:15 p.m.
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Best Practices in Terminating a Trust
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Easton B. Depp, Dinsmore
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12:15 p.m. - 12:45 p.m.
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12:45 p.m. - 1:45 p.m.
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Ethics - Who is the Client?
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Kathryn S. Beck, Stoll Keenon Ogden
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01:45 p.m. - 02:00 p.m.
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02:00 p.m. - 03:30 p.m.
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Medicare/Medicaid
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Misty Clark Vantrease, Kentucky ElderLaw &
Kelly M. Gannott, Kentucky ElderLaw
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03:30 p.m. - 04:30 p.m.
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Assisted Reproductive Technology In Estate Planning
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Maria Tipton, Stock Yards Bank & Trust Co.
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04:30 p.m.
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Adjourn
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For questions: Contact CLE Department at 502-583-5314 x 108.
Cancellations: Must be received by LBA at least 72 hours in advance for a refund (minus processing fee). Substitutes allowed (except special events).
Program format: This is a LIVE program. On-demand access requires separate fees. Live and on-demand CLE programs require different accreditations.
Technology issues: User error does not qualify for a refund.
