Trusts in Kansas From A to Z

KS Specific

Trusts, Estates & Probate

4.43

Trusts in Kansas From A to Z

Credits Available

Credit	Status	Total	Until
Kansas CLE	Approved	8 Total	05-28-2026
Missouri CLE	Approved	6 Total	05-29-2026

OnDemand

6 hours 32 minutes

With Jamie Weese from Weese Law Firm + 4 others

Recorded May 29, 2024

Product ID 98218

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 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.
Use sample trust language our faculty provide to save drafting time and avoid mistakes.
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

Grantor Trusts
Simple Testamentary Trusts and Revocable Living Trusts
What are Trusts? Main Trust Principles
Marital Trusts in a Nutshell
Other Trust Structures and Issues
Generation Skipping/Dynasty Trusts
Special Needs Trusts (SNTs)
Legal Ethics

Agenda

All times are shown in

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
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
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?
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
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
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
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
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

Jamie

Weese

Weese Law Firm

Roberta L.

Wilkes

Wilkes & Dunn

Zack W.

Royle

Country Club Trust Company

Roger A.

McEowen

Washburn University School of Law

Scott E.

Taddiken

Stevens & Brand LLP

Speaker bio

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 his 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. At ISU, Prof. McEowen also introduced an agricultural law course into the undergraduate curriculum initially as an experimental course, ultimately building the course from the ground up to almost 100 students in attendance by the spring semester of 2015. He 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. Prof. McEowen has also previously taught at Washburn Law and the Drake University School of Law Summer Institute in Agricultural Law. He 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, Prof. McEowen's new book, Agricultural Law in a Nutshell, was published by West Academic Publishing Co. He 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. Prof. McEowen is the lead author of a BNA portfolio concerning the income taxation of cooperatives. He conducts approximately 80-100 seminars annually across the United States for farmers, agricultural business professionals, lawyers, and other tax professionals. In 2003, Prof. McEowen was named the recipient of the American Agricultural Law Association (AALA) Distinguished Service Award. He is also the recipient of the AALA's award of excellence for professional scholarship. In 2006, Prof. McEowen was named the president-elect of the AALA. He earned his B.S. degree, with distinction, from Purdue University in Management; his M.S. degree in agricultural economics from Iowa State University; and his J.D. degree from the Drake University School of Law. Prof. McEowen is a member of the Iowa State and Kansas bar associations, and is admitted to practice in Nebraska.

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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 14 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.

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While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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