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