Summer 2010 Estate Planning Forum

Join us on Thursday, June 17, 2010, in Wichita for the 2010 Summer Estate Planning Forum. Our half-day seminar is especially attractive for four reasons:

• The seminar will address the latest developments in Estate Planning legal issues and a special focus on Estate Planning Strategies For The ‘Non-Traditional’ Couples and Families.
• Attendees will receive seminar handout materials and a post-seminar reception.
• The program is designed to qualify for CPA, CE, CLU, CFP, & ChFC continuing education credits.
• The registration fee for the half day seminar is only $50 per attendee.

How To Register:

Register online with a credit card. You may mail your registration form with check for $50 made payable to Foulston Siefkin LLP c/o Estate Planning Forum, Foulston Siefkin LLP, 1551 N. Waterfront Parkway, Suite 100, Wichita, KS 67206. For more information contact Judy Phipps at jphipps@foulston.com or 316.291.9548.
Seating is limited and spaces will be available on a first come, first serve basis.

Who Should Attend.

This seminar has been designed to benefit CPAs, trust officers, financial planners, CLU’s, and general insurance agents whose professional practice encompasses estate planning matters.

What Subjects Will Be Addressed?

Recent Developments in Estate Planning - Timothy O’Sullivan and Matthew Bish will discuss what our estate planning department considers the most significant developments since our previous Forum.  Such developments will include federal and state legislative developments, judicial decisions and IRS regulations and rulings that have the greatest impact on estate planning professionals since our last Forum in June, 2010;

Estate Planning Strategies For The ‘Non-Traditional’ Couples and Families -This portion of the program will address selected estate planning topic areas which are of critical importance in providing for loved ones in a non-traditional family.  State and federal laws protect married couples in the event of death- the spouse of a person who dies without a will has rights to his or her estate and assets transferred because of death may be transferred to a spouse free of estate tax under the marital deduction.  Unmarried couples and non-traditional families do not necessarily have these legal rights.  Current law tend to favor biological next of kin.  Therefore, those in non-traditional families have to overcome that by executing the right documents.

Areas addressed will include:       

• Cohabitation Agreement
• Domestic Partnership Agreement
• Disposition of Property
• Naming Executor and Back-Up Fiduciaries
• Burial Instructions
• Wills
• Probate/Will Contest/No Contest Clauses
• Trusts - Revocable and Irrevocable
• Owning Property Jointly “with rights of survivorship”
• Joint Tenancy in Real Estate
• Tenancy in Common in Real Estate
• Life Insurance
• Gifts
• Taxation
• Power of Attorney
• Health Care Proxies and Living Wills

Who Will Be Presenting?

Timothy O’Sullivan, Stewart Weaver, and Matthew Bish, estate planning attorneys with Foulston Siefkin.

What Materials Will Be Provided?

Attendees will receive seminar presentation handouts.

When and Where The Seminar Will Be Held.

Our seminar will be offered on Thursday, January 17, 2010 in Wichita, Kansas at the Airport Hilton Hotel, 2098 Airport Road, from 1:15 p.m. - 4:30 p.m. Registration will begin at 12:45 p.m.