Seminars

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2018 Winter Estate Planning Forum

Join us for the 2018 Winter Estate Planning Forum.

Thursday, January 18, 2018
1:15 PM - 4:40 PM

The DoubleTree by Hilton Hotel Wichita Airport
2098 Airport Road, Wichita, KS 67209

Agenda

Gain valuable estate planning knowledge at Foulston Siefkin's popular Estate Planning Forum. This forum is designed to inform financial planners, accountants, insurance brokers, and trust officers on topical estate planning developments and subject areas.

Registration

Register Online
Download Registration Form

Seating is limited and spaces will be available on a first come, first served basis. Registration fee is $90 and includes seminar, materials, and a post-seminar reception.

Enrollment not available for attorneys in private practice without prior approval.

Topics

Recent Developments in Estate Planning
This session will discuss what the Foulston Siefkin estate planning department considers the most significant developments since the 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 and will include a discussion of both the potential repeal of the Estate Tax and the proposed regulation under Section 2704 of the Internal Revenue Code.

Income Tax Aspects of Estate Planning
With substantial increases in the federal estate tax exemption during the past decade and possible increases or even elimination of federal gift and estate taxation, there has been a sea change in the tax focus of estate planning toward minimizing income taxation.  Unfortunately, most estate plans are significantly deficient in one respect or another with regard to the achievement of this goal. Such deficiencies include the failure to: maximize the potential “step up” in income tax basis at death and upon the termination of generation-skipping trusts; “stretch” distributions from qualified retirement plans and IRAs following death, particularly with respect to trusts named as beneficiaries;  use “sprinkle” clauses in trusts to shift the taxation of trust income to lower brackets, maximize the benefits of the charitable income tax deduction, and gift “income in respect of a decedent” to charitable beneficiaries of estates and trusts.The speakers will address these subject areas and more, incorporating both basic and sophisticated techniques in their discussion designed to achieve substantial income tax savings in clients’ estate plans.

Forum Speakers

Timothy O'Sullivan
Mr. O'Sullivan is a Partner with Foulston Siefkin practicing in the areas of estate planning and probate, trust law, and elder law. In 2011, he was recognized by his peers as a Missouri/Kansas Super Lawyer® in the area of Estate Planning & Probate. In 2011, he was named by Best Lawyers in America® the Wichita Elder Lawyer of the Year and in 2010 the Wichita Area Trusts and Estates Lawyer of the Year. Mr. O’Sullivan is a Fellow of the American College of Trust and Estate Counsel and his peer memberships include the National Academy of Elder Law Attorneys (NAELA) and the Wichita Estate Planning Council. Mr. O’Sullivan received a J.D. from Washburn University School of Law and a LL.M. in Taxation from the University of Missouri-Kansas City School of Law.

Stewart Weaver​
Mr. Weaver is a Partner with Foulston Siefkin practicing in the areas of estate planning and probate and elder law. He has a broad range of experience in developing and implementing both simple and complex estate planning techniques. Mr. Weaver is a fellow of the American College of Trust and Estate Counsel (ACTEC) and is listed in the Best Lawyers in America® for Trusts and Estates. He is also a member of the Wichita Estate Planning Council. Mr. Weaver received his J.D. from Washburn University School of Law.

Matthew Bish
​Mr. Bish is a Partner with Foulston Siefkin practicing in the areas of estate planning and probate and elder law. Mr. Bish represents clients in connection with estate and tax planning and the administration of trusts and estates. He has experience developing wills, revocable living trusts, irrevocable trusts, generation-skipping trusts, powers of attorney, premarital agreements, advance directives, and limited liability companies. Mr. Bish also represents clients in the administration of estates before the probate court. Mr. Bish received his J.D. from Washburn University School of Law.

Certification

The 2018 Winter Estate Planning Forum is designed to qualify for CPA, CE, CLU, ChFC and CFP continuing education credits. State boards of accountancy have final authority on the acceptance of individual course for CPE credit.

Cancellation/Refund Policy

A full refund, less $25 administrative fee, will be issued for cancellations up to 5 business days before the event. No shows and cancellations received less than 5 business days prior to the seminar are not eligible for a refund. Substitutions may be made at any time, including the day of the seminar. Any paid registrant who is unable to attend will be provided with the seminar materials upon request.

For More Information

Call 316.291.9721 or 800.267.6371, or email Adrienne Clark: aclark@foulston.com