Meeting Materials

Heart of America Regional MeetingSession IXMay 1 – 3, 2026St. Louis, MO Trust and estate attorneys are seeing no contest clauses, also known as forfeiture provisions or in terrorem provisions, […]

Heart of America Regional MeetingSession VIIIMay 1 – 3, 2026St. Louis, MO This presentation addresses the legal framework for releasing a trustee from liability, covering exculpatory clauses, statutes of limitation […]

Heart of America Regional MeetingSession VIIMay 1 – 3, 2026St. Louis, MO This program will help practitioners deepen their expertise in two of the most powerful tools in the modern […]

Heart of America Regional MeetingSession VIMay 1 – 3, 2026St. Louis, MO Often the largest asset of our clients is their Retirement Plan. Lots changed with the SECURE Act and […]

Heart of America Regional MeetingSession VMay 1 – 3, 2026St. Louis, MO Part One of this presentation will review and analyze IRC §180, the Residual Fertility Deduction, its Current Usage, […]

Heart of America Regional MeetingSession IVMay 1 – 3, 2026St. Louis, MO The program involves questions from the moderator to expert panelists regarding trustee compensation, drafting for trustee compensation, advice […]

Heart of America Regional MeetingSession IIIMay 1 – 3, 2026St. Louis, MO Estate planning and business succession planning are deeply intertwined, as the disposition of a closely held business interest […]

Heart of America Regional MeetingSession IIMay 1 – 3, 2026St. Louis, MO The effective use of powers of appointment within the federal tax and state law framework, with particular attention […]

Heart of America Regional MeetingSession IMay 1 – 3, 2026St. Louis, MO This course explores the ethical challenges involved in assessing diminished decision-making capacity in older adults. It focuses on […]