SCHEDULE

Class II of the Heart of America Fellows Institute includes three two-day sessions:

Thursday, April 29, 2021 – Kansas City

Program 1
Fiduciary Taxation; Generation-Skipping Transfer Tax
PROGRAM 1 Topics

Friday, April 30, 2021 – Kansas City

Program 2
Estate and Gift Tax Returns
PROGRAM 2 Topics

Thursday, August 26, 2021 – St. Louis

Program 3
Estate Planning, including Asset Protection and Business Succession Planning
PROGRAM 3 Topics

Friday, August 27, 2021 – St. Louis

Program 4
Wealth Transfer Strategies, including Charitable Planning
PROGRAM 4 Topics

Thursday, October 21, 2021 – Tulsa

Program 5
Estate and Trust Administration
PROGRAM 5 Topics

Friday, October 22, 2021 – Tulsa

Program 6
Estate and Trust Litigation
PROGRAM 6 Topics