Best Seller

KS Specific

Trusts, Estates & Probate

New Release!

4.23

Trusts in Kansas From A to Z

Credits Available
Credit Status Total
Kansas CLE Approved 8 Total
Missouri CLE Approved 6 Total
OnDemand
6 hours 34 minutes
Roberta Wilkes
Jamie Weese
Roger McEowen
Mark Munson
With Roberta L. Wilkes from Wilkes & Dunn + 3 others
Recorded May 26, 2026.
Product ID 101799

Buy This Course

Course Includes
$389

OnDemand Video

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

The Ultimate Pros and Cons Guide to Top Wealth Planning Techniques

Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time - register today!

  • Weigh all the pros and cons to select the best trust options for specific client situations.
  • Anticipate tax consequences of various trusts.
  • Use sample trust language our faculty provide to save drafting time and avoid mistakes.
  • Clarify the powers and duties of trustees in different trusts.
  • Compare living and testamentary trusts for straightforward estate planning.
  • Distinguish between accounting and taxable income and learn how trust income tax is reported.
  • Understand how recent tax laws changed the practice of marital trusts and learn when they are still useful.
  • Review common ethical missteps that can cost you your license - and how to avoid them.

Abbreviated Agenda

  1. What are Trusts? Main Trust Principles
  2. Simple Testamentary Trusts and Revocable Living Trusts
  3. Selecting Trust Taxation Issues
  4. Grantor Trusts
  5. Special Needs Trusts (SNTs)
  6. Other Trust Structures and Issues
  7. Generation Skipping/Dynasty Trusts
  8. Marital Trusts in a Nutshell
  9. Legal Ethics

Related Topics

Product ID 101799

Credit Details

Credits Available
Credit Status Total
Kansas CLE Approved 8 Total
Missouri CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. What are Trusts? Main Trust Principles

    1. Trust Terms, Concepts, and Definitions
    2. Key Parties in a Trust and Their Roles
    3. The Laws of Trust Creation and Administration (UTC, UPA, UPIA, etc.)
    4. Trust Revocability and its Implications
    5. Trust Funding Basics
    6. Creditor Rights in Regards to Trusts
    7. Does the Client Need a Trust?

  2. Simple Testamentary Trusts and Revocable Living Trusts

    1. When are Testamentary Trusts Used?
    2. Living vs. Testamentary Trusts for Tax Purposes
    3. Trust Funding Mistakes and Consequences
    4. Top Trust Administration Issues
    5. Sample Trust Language

  3. Selecting Trust Taxation Issues

    1. Current State and Federal Tax Regime
    2. Taxation of Trusts: Transfer and Income
    3. Accounting vs. Taxable Income
    4. Tax Consequences of Distributions
    5. Tax Implications of a Trust Becoming Irrevocable
    6. Accumulation Distribution for Some Complex Trusts
    7. Material Participation by Trusts
    8. Tax Consequences of Trusts in Estate Administration

  4. Grantor Trusts

    1. Types of Grantor Trusts and When They are Used
    2. Intentionally Defective Grantor Trusts
    3. Tax Planning, Requirements, and Consequences
    4. Trustee Powers and Duties
    5. Grantor Trust Status and Reporting
    6. Exceptions to the Rules
    7. Sample Trust Language

  5. Special Needs Trusts (SNTs)

    1. When are SNTs Used? (SNTs vs. ABLE Act Accounts)
    2. Types of SNTs
    3. Tax Consequences of SNTs
    4. Preserving Benefits Eligibility
    5. Trustee Powers and Duties (What Can the Distributions be Used for?)
    6. Sample Trust Language

  6. Other Trust Structures and Issues

    1. Minors' Trusts
    2. IRA Trusts
    3. Pet Trusts
    4. Medicaid Trusts
    5. Asset Protection Trusts
    6. Irrevocable Life Insurance Trusts
    7. Incomplete Non-Grantor Trusts
    8. Gun Trusts
    9. Trust Decanting, Modification, and Dissolution
    10. Smaller Estate Trusts
    11. Constructive Trusts

  7. Generation Skipping/Dynasty Trusts

    1. GST Tax and Other Tax Considerations
    2. When are Dynasty Trusts Used?
    3. Trustee Powers and Duties and Administration Challenges
    4. Exceptions to the Rules
    5. Sample Trust Language

  8. Marital Trusts in a Nutshell

    1. When are Marital Trusts Used?
    2. Old AB/Credit Shelter Trusts After ATRA and Tax Cuts and Jobs Act
    3. Tax Planning, Requirements, and Consequences
    4. Trustee Powers, Duties, and Challenges
    5. Underfunded Trusts After First Death
    6. QDOTs for Noncitizen Spouses
    7. Exceptions to the Rules
    8. Handling Dysfunctional Client Families
    9. Sample Trust Language

  9. Legal Ethics

    1. Who Is Your Client? The Most Important Question in Trusts Practice
    2. Top Legal Malpractice Risks
    3. Testator Capacity Issues
    4. Dealing with Trust Beneficiaries
    5. Protecting Confidentiality
    6. Preventing Fiduciary Misconduct

Who Should Attend

This basic level online seminar is designed for the professionals involved in creating and administering trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Tax Managers
  • Wealth Managers

Speakers

Roberta L Wilkes
Roberta L.
Wilkes
Wilkes & Dunn
Jamie Weese
Jamie
Weese
Weese Law Firm
Roger A McEowen
Roger A.
McEowen
Washburn University School of Law
Mark D Munson
Mark D.
Munson
Ruder Ware, L.L.S.C.
Speaker bio
Roberta L Wilkes

Roberta L. Wilkes

Wilkes & Dunn
Roberta Wilkes

is a partner in the firm of Wilkes & Dunn. She recently moved her practice to Yates Center, Kansas from Kansas City, Kansas, where she continues to emphasize the areas of probate, estate planning, small business and real estate. Ms. Wilkes belongs to the Kansas Bar Association, Wyandotte County Bar Association and the Southeast Kansas Bar Association. She earned her B.A. degree from Wichita State University and her J.D. degree from University of Missouri in Kansas City, both with distinction. Ms. Wilkes is licensed to practice law in Kansas and Oklahoma.

View full profile
Speaker bio
Jamie Weese

Jamie Weese

Weese Law Firm
Jamie Weese

is the founding attorney of Weese Law Firm (recently rebranded to Weese Rahmeier) located in Shawnee, Kansas. She graduated from the University of Kansas School of Law, with an emphasis in tax law. While a law student, Mrs. Weese clerked at firms where she assisted with a wide variety of legal issues including estate planning, small business creation, bankruptcy, general litigation and foreclosures, and where it quickly became evident that estate planning and probate were her passions. She is admitted to practice in Missouri and Kansas, and spends her free time with her loving family, jointly yelling at the Chiefs, Jayhawks, and Royals.

View full profile
Speaker bio
Roger A McEowen

Roger A. McEowen

Washburn University School of Law
Roger McEowen

is the Kansas Farm Bureau Professor of Agricultural Law and Taxation at Washburn University School of Law in Topeka, Kansas. Through 2015, he was the Leonard Dolezal Professor in Agricultural Law at Iowa State University in Ames, Iowa, where he was also the director of the ISU Center for Agricultural Law and Taxation (CALT) which he founded. Under Prof. McEowen's leadership, CALT utilized no taxpayer funds in its operations and fully funded staff salaries and benefits, as well as office rent, equipment and supplies, and travel costs from funds generated by seminars and other education-related events and materials. Prof. McEowen has been a visiting professor of law at the University of Arkansas School of Law in Fayetteville, Arkansas, teaching in both the J.D. and L.L.M. programs. He has also previously taught at Washburn Law and the Drake University School of Law Summer Institute in agricultural law. Prof. McEowen has published scholarly articles in numerous journals; and is the author of Principles of Agricultural Law, an 850-page textbook/casebook that is updated twice annually and a second 300-page book on agricultural law. In mid-2017, his book Agricultural Law in a Nutshell was published by West Academic Publishing Co. Prof. McEowen also authors the monthly publication, Kansas Farm and Estate Law, and co-authors Bureau of National Affairs (BNA) Tax Management Portfolios on the federal estate tax family-owned business deduction and the reporting of farm income. He is the lead author of a BNA portfolio concerning the income taxation of cooperatives.

View full profile
Speaker bio
Mark D Munson

Mark D. Munson

Ruder Ware, L.L.S.C.
Mark Munson

is an attorney at Ruder Ware, L.L.S.C. He focuses his practice in the areas of elder law, public benefits (including special needs trusts), estate and trust planning, and taxation. Mr. Munson regularly advises clients in the areas of asset protection and medical assistance eligibility as well as probate and estate administration, trust administration, and guardianship. Lately, he has been increasingly involved in care home (i.e., nursing homes and assisted living facilities) and medical assistance (Medicaid) crisis planning, assisting families in preparing for unforeseen circumstances that necessitate long-term care in a care home for a loved one. Mr. Munson is a certified elder law attorney (CELA) by the National Elder Law Foundation, the only organization accredited by the American Bar Association for the certification of elder law attorneys in the United States. He is also an accredited attorney by the Veterans Administration, a distinction that enables him to advise clients on veterans' benefits. Mr. Munson earned his B.S. degree, with distinction, from the University of Minnesota, Twin Cities, Carlson School of Management and his J.D. degree from the University of South Dakota School of Law. He is admitted to practice law in Wisconsin, Illinois, South Dakota, Kansas, Missouri; and before the U.S. District Court for the Western and Eastern districts of Wisconsin, and U.S. District Court for the Central and Northern districts of Illinois. 

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us