SCHEDULE
Class II of the Heart of America Fellows Institute includes three two-day sessions:
Thursday, August 26, 2021 – St. Louis
Program 1
Estate Planning, including Asset Protection and Business Succession Planning
PROGRAM 1 Topics
Friday, August 27, 2021 – St. Louis
Program 2
Wealth Transfer Strategies, including Charitable Planning
PROGRAM 2 Topics
Thursday, October 21, 2021 – Tulsa
Program 3
Estate and Trust Administration
PROGRAM 3 Topics
Friday, October 22, 2021 – Tulsa
Program 4
Estate and Trust Litigation
PROGRAM 4 Topics
Thursday, December 2, 2021 – Kansas City (*date pending)
Program 5
Fiduciary Taxation; Generation-Skipping Transfer Tax
PROGRAM 5 Topics
Friday, December 3, 2021 – Kansas City (*date pending)
Program 6
Estate and Gift Tax Returns
PROGRAM 6 Topics