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2019 Summer Estate Planning Forum

June 11, 2019

Join us for the 2019 Summer Estate Planning Forum.

Tuesday, June 11, 2019
1:15 PM - 4:25 PM (reception following)
The DoubleTree by Hilton Hotel Wichita Airport (Executive Conference Center)
2098 Airport Road, Wichita, KS 67209

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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 (credit card required)
Download registration form to mail or fax

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

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

Topics

Recent Developments in Estate Planning
This session will discuss what Foulston Siefkin estate planning attorneys consider 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.

Trust Safari Part II: Identifying & Understanding the Various Species of Trusts
Professionals who work with clients’ trusts likely hear a variety of terms describing those trusts. Our speakers will continue their discussion on the various trust species roaming the wilderness and how they differ from one another – IT, RT, QSST, ESBT, QTIP, Spendthrift, Grantor, Intentionally Defective, Exempt, Non-Exempt, Special Needs, Living, Testamentary, Express, Constructive, Joint, Contractual, etc. – and when one type of trust or another may be most beneficial for a client.

Estate Planning for Second Marriages
This session will address estate planning considerations for previously married individuals who are planning for, or already in, a subsequent marriage. Topics addressed will include: the legal, tax, Medicaid and social security consequences of entering a marriage versus remaining single; pre-marital and post-marital agreements; estate planning considerations (both tax and non-tax related); the efficacy of contractual wills and revocable trusts to preserve the integrity of a mutual estate plan; and strategies to avoid family disharmony problems among a step-parent, children and step-children following the disability or death of one or both spouses.

Forum Presenters

Matthew W. Bish
Matt Bish practices in the areas of estate planning, probate, and elder law at Foulston Siefkin. Matt 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. He also represents clients in the administration of estates before the probate court. Matt has been selected by his peers for inclusion in The Best Lawyers in America© in the areas of Elder Law and Trust and Estates. Matt received his J.D. from Washburn University School of Law.

Timothy P. O'Sullivan
Tim O'Sullivan practices in the areas of estate planning, probate, trust law, and elder law at Foulston Siefkin. He was selected by his peers for inclusion in the Missouri & Kansas Super Lawyers® list and The Best Lawyers in America© in the areas of Elder Law and Trusts and Estates. In 2011 and 2016, he was named by Best Lawyers® the Wichita Elder Law “Lawyer of the Year;” and in 2010, the Wichita Trusts and Estates “Lawyer of the Year.” Tim is a Fellow of the American College of Trust and Estate Counsel. His peer memberships include the National Academy of Elder Law Attorneys (NAELA) and the Wichita Estate Planning Council. Tim received a J.D. from Washburn University School of Law and an LL.M. in Taxation from the University of Missouri-Kansas City School of Law.

Stewart T. Weaver
Stewart Weaver practices in the areas of estate planning, probate, and elder law at Foulston Siefkin. He has a broad range of experience in developing and implementing both simple and complex estate planning techniques. Stewart is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He was selected by his peers for inclusion in the Missouri & Kansas Super Lawyers® list and The Best Lawyers in America© in the areas of Elder Law and Trusts and Estates. In 2019, he was named by Best Lawyers® the Wichita Elder Law “Lawyer of the Year;” and in 2017, the Wichita Trusts and Estates “Lawyer of the Year.” He is also a member of the Wichita Estate Planning Council. Stewart received his J.D. from Washburn University School of Law.

Corey L. Moomaw
Corey Moomaw is a member of Foulston's transactional team. He is a member of the Kansas Bar Association and Wichita Bar Association. Corey received his J.D. from Washburn University School of Law and an LL.M. in Taxation from Georgetown University Law Center.

Certification

The 2019 Summer Estate Planning Forum is designed to qualify for CPE, CE, CLU, ChFC and CFP continuing education (CE) credits. This program has been approved for 3.5 CE credit hours by the Certified Financial Planner Board of Standards and 3.0 CE credit hours by the Kansas Insurance Department. State boards of accountancy have final authority on the acceptance of individual course for CPE credit.

Cancellation/Refund Policy

A full refund, minus a $25 administrative fee, will be issued for cancellations up to five business days before the event. No-shows and cancellations received fewer than five 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.

For More Information

Call 316.291.9723 or 800.267.6371, or email Liz Golay at lgolay@foulston.com.