Seminars

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2019 Winter Estate Planning Forum

February 20, 2019

Join us for the 2019 Winter Estate Planning Forum.

Wednesday, February 20, 2019
1:15 PM - 4:35 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

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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: 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 discuss 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.

Water Law 101 for the Estate Planner and Administrator
Class is in session. This presentation will cover what estate planners and administrators need to know about water law. In the Midwest, agribusiness is big business, and water rights can become big issues. We’ll cover what a Kansas water right is, how water rights fit into a probate estate, and how to spot and resolve potential legal issues in estate planning and administration.

Forum Speakers

Timothy P. O'Sullivan
Tim 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 and 2016, 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. 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. He 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 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. Stewart 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. Stewart received his J.D. from Washburn University School of Law.

Matthew W. Bish
Matt Bish is a partner with Foulston Siefkin practicing in the areas of estate planning and probate and elder law. 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 received his J.D. from Washburn University School of Law.

John C. Peck
John Peck is special counsel with Foulston Siefkin practicing in the areas of water law and real estate transactional work and is listed in the Best Lawyers in America® for Natural Resources Law and Water Law. John teaches family law, land transactions, water law, and contracts at the University of Kansas School of Law. He received his J.D. from the University of Kansas.  

Certification

The 2019 Winter 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.