SCHEDULE

 

Class III of the Heart of America Fellows Institute includes a total of three two-day sessions:

 

Thursday, December 7, 2023 – Kansas City
Program 1

Use of Trusts

Trust Flexibility

Asset Protection

Spousal Planning and Joint Spousal Trusts

Drafting for Directed Trusts

Retirement Planning

Friday, December 8, 2023 – Kansas City
Program 2

Digital Assets

Life Insurance/Viatical Settlements

Ethics/Capacity

Elder Planning

Charitable Planning/ Charitable Trusts

Business Planning

Estate Planning and Reproductive Technology


Thursday, February 22, 2024 – Omaha
Program 3

Tax Planning in Anticipation of Tax Cuts and Jobs Act 2025

Future of AI in Digital Resurrection of the Deceased Planning Considerations

Probate and Trust Codes, Required Notices and Creditor Claims

Settling and Fixing Trust Disputes and Problems by Modification and Reformation

Releases and Legal Fees

Problems with Estate Assets

Friday, February 23, 2024 – Omaha
Program 4

Overview of Estate and Trust Litigation

Decanting – Structuring to Minimize Disputes

Mineral Interest and Planning Techniques

Representing Trustees and Executors and Managing Fiduciary Risk

Ethics, Malpractice and Representation of Parties

Litigating Claims for Breach of Trust

A View from the Bench


Thursday, May 9, 2024 – St. Louis
Program 5
PROGRAM 5 Topics

Friday, May 10, 2024 – St. Louis
Program 6
PROGRAM 6 Topics