Schedule

The Inaugural class of the Heart of America Fellows Institute includes three two-day sessions:

Thursday, November 29, 2018 – Kansas City
Program 1
Estate Planning, including Asset Protection and Business Succession Planning
PROGRAM 1 Topics

Friday, November 30, 2018 – Kansas City
Program 2
Wealth Transfer Strategies, including Charitable Planning
PROGRAM 2 Topics

Thursday, February 28, 2019 – St. Louis
Program 3
Estate and Trust Administration
PROGRAM 3 Topics

Friday, March 1, 2019 – St. Louis
Program 4
Estate and Trust Litigation
PROGRAM 4 Topics

Thursday, May 2, 2019 – Oklahoma City
Program 5
Fiduciary Taxation; Generation-Skipping Transfer Tax
PROGRAM 5 Topics

Friday, May 3, 2019 – Oklahoma City
Program 6
Estate and Gift Tax Returns
PROGRAM 6 Topics