Skip to main content
 This program is not active.
Not Found

2020 Annual Estate, Trust & Elder Law Institute

Total Credits: 15.4 MCLE, 2.2 Ethics, 1.0 Elimination of Bias, 15.0 Kansas Credit, 2.0 Kansas Ethics



Join us for the 2020 Annual Estate, Trust & Elder Law Conference!
Virtual Conference | December 10-11, 2020

Learn, connect, and get inspired . . . from anywhere! The Annual Estate, Trust & Elder Law Conference is coming to YOU! Attend this year from the comfort of your office or home. Quality CLE programing delivered by our knowledgeable faculty of attorneys, judges, and industry experts.

Emily J. Kembell
Planning Co-Chair, Estate, Trust & Elder Law Committee
Kirkland Woods & Martinsen

Christine A. Alsop
Planning Co-Chair, Estate, Trust & Elder Law Committee
Elder & Disability Advocacy Firm

Garnett Matthews-Campbell
Director of Membership Services & CLE
The Missouri Bar


Christine Alsop's Profile

Christine Alsop Related seminars and products

Elder & Disability Advocacy Firm

John Banjak's Profile

John Banjak Related seminars and products

Principal & General Counsel

True Title Company, LLC

John Challis's Profile

John Challis Related seminars and products

Kirkland Woods & Martinsen LLP

John Challis is a partner with Kirkland Woods & Martinsen in Clayton. He is an ACTEC fellow that specializes in fiduciary litigation. John is a frequent speaker, the Chair of the Missouri Bar Fiduciary Litigation Committee, and was named 2020 Lawyer of the Year by Best Lawyers for Fiduciary Litigation.

T. Challis's Profile

T. Challis Related seminars and products

Managing Director

Midwest Trust Company

T. Jack Challis is Managing Director of Midwest Trust Company in St. Louis. He has practiced Trust and Estate Law for more than 45 years. Mr. Challis has served in many Bar leadership positions. He is a 30+ year Fellow of ACTEC and former Chair of OCDC, Region X.

Courtney Richard's Profile

Courtney Richard Related seminars and products

Frascogna Courtney, PLLC

Richard A. (“Rick”) Courtney directs the Courtney Elder Law Associates planning group of Frascogna Courtney, PLLC  in the areas of elder law, public benefits law (Medicaid, Medicare, SSI), asset protection and estate planning, trusts and trust administration, retirement benefits planning, special needs planning for persons with disabilities, guardianships and conservatorships, nursing home and disability rights, and probate administration.  Rick is a Certified Elder Law Attorney; a former Assistant Dean and Adjunct Professor of Law; a Fellow and member of the Council of Advanced Practitioners of the National Academy of Elder Law Attorneys; the Trust and Estate Law Sections of the American and Mississippi Bar Associations; and the Special Needs Alliance, a national organization of special needs planning attorneys.  He is a Fellow in the American College of Trust and Estate Counsel and is included in Best Lawyers in America in elder law and trust and estate planning.  Rick received the 2009 New York-based Theresa Award for community service and advocacy on behalf of children and adults with special needs, and in 2015 he testified before Congress in support of legislation to assist adults with disabilities establish special needs trusts. 

Commissioner Amy DeGraeve's Profile

Commissioner Amy DeGraeve Related seminars and products

Jackson Co. Circuit Court

Probate Commissioner Amy B. DeGraeve was appointed to the bench on October 29, 2021, by the judges of the 16th Circuit Court.
At the time of her appointment, Commissioner DeGraeve was an attorney with
The Counts Law Firm, LLC.   In her law practice she specialized in
fiduciary litigation, trust and probate estate administration, estate planning, income tax planning, business succession planning, prenuptial and postnuptial agreements, guardianships and conservatorships.
Prior to employment at the Count Law Firm, she was an attorney with Kirkland Woods & Martinsen LLP, Lathrop & Gage LLP, and Vold & Morris.
Commissioner DeGraeve graduated from the University of Missouri-Kansas City in 2001 with a B.A. degree in Language and Literature.  She earned her Juris Doctor degree from UMKC Law School in 2004, and a Master of Laws in Taxation (LL.M.) degree in 2006.
She has served on the Jackson County Probate Procedures Manual Revision
Committee.   She is a member of the Kansas City Metropolitan Bar
Association Probate and Estate Planning Committee.  She has also served as a member of the Children’s Mercy Hospital Donald H. Chisholm Planned Giving Council.
Commissioner DeGraeve was appointed to serve a four-year-term and was sworn in January 2022. 

Roberta Flowers's Profile

Roberta Flowers Related seminars and products

Stetson University College of Law

Roberta K. Flowers is a professor of law at Stetson University College of Law. Within the Elder Law LL.M. program, Professor Flowers teaches Ethics in an Elder Law Practice. She also teaches Evidence, Criminal Procedure, and Professional Responsibility. While at Stetson, Professor Flowers has successfully coached trial teams, arbitration teams and moot court teams to national championships. She has served as the director of the Center for Excellence in Advocacy and as the William Reece Smith Jr. Distinguished Professor in Professionalism. During her time at Stetson, Professor Flowers has received the university-level Excellence in Teaching Award, Most Inspirational Teacher Award from the Student Bar Association, and an award from the Student Bar Association for supporting student life. She also has received the university-level Homer and Dolly Hand Award for Excellence in Scholarship, the Dean's Award for Extraordinary Service, and been awarded the Distinguished Service Award four times. In 2005, the Florida Supreme Court awarded Professor Flowers the Faculty Professionalism Award.

Professor Flowers has lectured worldwide on the topic of ethics. She won a Telly Award for Excellence in Educational Films for having produced a series of educational videos on the ethical issues faced by prosecuting attorneys. Along with Professor Rebecca Morgan, she created a video series used to train and educate attorneys nationwide on the ethical dilemmas faced by elder law attorneys. The Florida Supreme Court awarded Professor Morgan and Professor Flowers the Florida Supreme Court Professionalism Award for their video productions. Additionally, with Professor Morgan, Professor Flowers designed the nation's first "elder friendly courtroom," which serves as model for courtrooms of the future.  

Professor Flowers graduated magna cum laude from Baylor University in 1979 with a bachelor's degree in psychology. She received her J.D. from the University of Colorado in 1984, where she was selected to be a member of the Order of the Coif.

Professor Flowers is active in several professional associations. She has served on numerous committees of The Florida Bar, including the Professional Ethics Committee, the Evidence Committee, and the Standing Committee on Professionalism. She is currently the chair of the Professionalism Sub-Committee of the Litigation Section's Ethics and Professionalism Committee of the American Bar Association.    


Jeffrey Glogower's Profile

Jeffrey Glogower Related seminars and products

Polsinelli PC

Jeffrey Glogower is shareholder in the Wealth Planning Department of Polsinelli PC. He is based in the St. Louis office and concentrates his practice in the areas of estate planning, trust and estate administration, wealth management, transfer taxation, and fiduciary litigation. 


Steven Gorin's Profile

Steven Gorin Related seminars and products

Thompson Coburn LLP

Steve is a practitioner in the areas of estate planning and the structuring of privately held businesses. Lawyers, accountants and business owners regularly look to Steve for fresh, highly knowledgeable insights into the best possible tax and estate planning approaches to their transactions.

Over the course of his 30-year career, Steve has amassed a deep knowledge of nearly every aspect of tax strategy for privately held businesses and freely shares that knowledge with others in the field. His quarterly newsletter, "Business Succession Solutions," is considered essential reading for hundreds of CPAs and attorneys, who describe it as "a fantastic contribution to the field." Steve also maintains a blog, Business Succession Solutions, intended to help business owners — and those who advise or support them — consider smart tax strategies.

Steve is a highly visible member of the ABA's Real Property, Trust & Estate Law Section and the American College of Trust & Estate Counsel, which regularly directs its members to Steve's quarterly newsletter. He has represented both groups in comments to the IRS, the U.S. Treasury, and tax lawmakers.

To obtain technical resources Steve authors and distributes at no charge, go to

Keith Grissom's Profile

Keith Grissom Related seminars and products

Greensfelder, Hemker & Gale, P.C.

Keith Grissom is an officer and co-practice group leader at Greensfelder, Hemker & Gale, P.C., counseling businesses and individuals on matters including estate planning and closely held business succession planning. His experience includes addressing income, estate, generation-skipping transfer and gift tax issues related to estate planning and trust administration.

Comm. William Gust's Profile

Comm. William Gust Related seminars and products

Probate Commissioner-St. Louis County Court

William Gust is the Probate Commissioner for St. Louis County. Comm. Gust regularly hears a variety of contested probate matters including: adult guardianships, minor guardianships, contested matters relating to decedent estates, trust matters, and mental health civil commitment matters. He also presides over the administration of probate matters.

Prior to his time on the bench, Comm. Gust was a shareholder at an Am Law 100 law firm. While in practice he maintained both a local and national practice. He tried and litigated cases in various parts of the United States, ranging from St. Louis County Probate Court to Delaware Chancery Court. His expertise included everything from contested probate matters to complex civil matters. 


Heather Hall's Profile

Heather Hall Related seminars and products

Schormann Law Firm, LLC

Heather M. Hall is a member of Schormann Law Firm, LLC, where she focuses her practice on fiduciary litigation, probate and trust administration, and minor and adult guardianships. Heather formerly clerked for the Honorable Kathleen Forsyth in the Probate Division of the Circuit Court of Jackson County, Missouri, and has since dedicated her practice to fiduciary litigation and probate related matters. Heather is often appointed by St. Louis County as court-appointed counsel for respondents in guardianship and conservatorship proceedings. Heather received her J.D. with honors from the University of Missouri – Kansas City School of Law.

Crystal Hawk's Profile

Crystal Hawk Related seminars and products

Cary, Welch, Hickman & Hawk, LLlC

Brian Hewitt's Profile

Brian Hewitt Related seminars and products

Hewitt Law & Mediation

Brian C. Hewitt is the owner of the Indianapolis and Greenwood, Indiana law firm of Hewitt Law & Mediation, LLC. He concentrates his practice in estate, death tax and business planning and representation, probate, trust, guardianship, commercial and civil litigation, the representation of financial institutions and mediation.

Umo Ironbar-Brandt's Profile

Umo Ironbar-Brandt Related seminars and products

Missouri Department of Social Services - Family Support Division

Umo Ironbar-Brandt is the Counsel for the Department of Social Services within the Family Support Division (FSD). As the primary legal counsel for the Department’s largest Division, it is her responsibility to ensure the agency’s compliance with multiple, complex federal and state laws, as well as regulations the agency has promulgated. Her areas of law within FSD are Contract law and Administrative law. She provides legal advice and representation to FSD in the administration of Medicaid, Supplemental Nutrition Assistance Program (SNAP / Food Stamps), Temporary Assistance for Needy Families (TANF), Rehabilitation Services for the Blind (RSB), Community Services Block Grant (CSBG), Low Income Home Energy Assistance Program (LIHEAP), and other programs.

Robert Kirkland's Profile

Robert Kirkland Related seminars and products

Kirkland Woods & Martinsen LLP

Bob Kirkland is the founding partner of Kirkland Woods & Martinsen LLP, with offices in Liberty, Missouri, Springfield, Missouri, Clayton, Missouri and Overland Park, Kansas. He works with a variety of individual clients in the areas of gifting techniques, asset protection, charitable planning and business succession planning. He also advises fiduciaries in estate and trust administration matters. 

Mr. Kirkland is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), is a past Missouri State Chair of ACTEC, and a past member of the ACTEC Board of Regents and ACTEC Executive Committee. He is listed in The Best Lawyers in America.of Regents and ACTEC Executive Committee. He is listed in The Best Lawyers in America.


Howard Krooks's Profile

Howard Krooks Related seminars and products

Elder Law Associates, PA

Howard S. Krooks, CELA, CAP is a partner of Elder Law Associates PA. He is admitted to practice law in New York and Florida. His professional practice is devoted to elder law and trusts and estates matters. He's certified as an Elder Law Attorney by the National Elder Law Foundation. 

David Lillesand's Profile

David Lillesand Related seminars and products

Lillesand & Associates, PA

David Lillesand is founding partner of Lillesand, Wolasky & Hitchcock, P.L., with offices in the Tampa Bay area and in Miami, Florida. He has been lead counsel in over 3,500 Social Security/SSI ALJ hearings, triggering Medicare and Medicaid eligibility, and appeals before the SSA Appeals Council in Falls Church, Virginia, U.S. District Courts and the U.S. Court of Appeals for the Eleventh Circuit In Atlanta. David is a graduate of the University of Minnesota and the University of Wisconsin Law School, and studied European social welfare systems in summer, 2012, at the University of Oslo in Norway. He frequently lectures nationally for the American Bar Association, NAELA, NOSSCR, and annually for the Academy of Special Needs Planners (ASNP) in the areas of Social Security and SSI disability claims, creating SSI financial eligibility through the creation and administration of Special Needs Trusts, ABLE accounts and other spend down alternatives. He is primary author of the 100-page Special Needs Trusts chapter in the Florida Bar-Lexis/Nexus publication, Administration of Trusts in Florida (2019), and a contributing author of Structured Settlements and Periodic Payment Judgments, Law Journal Press (2018). His analysis of the impact of Obamacare on SSA disability claims and Special Needs Law was published in David is trilingual, speaking English, Spanish, and POMS (the SSA Claims Staff Manual) and to his wife’s amazement, has learned how to fluently read IKEA.

Rene Morency's Profile

Rene Morency Related seminars and products

Sandberg Phoenix & Von Gontard P.C

Rene Morency, MBA/JD/LLM (Tax) focuses on estate planning and business.  Rene is a Dennis Belcher ACTEC Young Leader of the American College of Trust & Estates Counsel; past Fellow of the ABA Real Property, Trust & Estate Law Section (RPTE); RPTE Vice-Chair of Operating Businesses; Board Member of the Estate Planning Council; Fellow of the Consortium for Graduate Study in Management; member of the ABA Taxation Section Publications Committee; and Taxation Section Chair of the Bar Association of Metropolitan St. Louis.  For more, see

Valerie Peterson's Profile

Valerie Peterson Related seminars and products

Chief Executive Officer


Valerie Peterson is the CEO of ElderCounsel, LLC, a national membership organization that serves elder law, veterans pension and special needs planning attorneys. Valerie is licensed to practice law in Florida and Kansas.

Brian Quinn's Profile

Brian Quinn Related seminars and products

Quinn Estate & Elder Law, LLC

Avram L. Sacks's Profile

Avram L. Sacks Related seminars and products

Avram L. Sacks, Attorney at Law

Avram L. Sacks, is an attorney in private practice, concentrating on Social Security law and benefits. He is a former Assistant Regional Counsel for the Social Security Administration, past editor of the CCH Social Security Law Reporter, the author of two books on Social Security Law, and a founding member of the Special Needs Alliance advisory council. A member of the National Academy of Elder Law Attorneys and the National Organization of Social Security Claimant’s Representatives, Avram frequently lectures on Social Security matters across the country, represents claimants before the Social Security Administration and federal courts, and advises clients on how to maximize their Social Security retirement and survivor benefits through optimal claiming strategies.

Robert Selsor's Profile

Robert Selsor Related seminars and products

Kirkland Woods Martinsen, LLP

Kathleen Sherby's Profile

Kathleen Sherby Related seminars and products

Bryan Cave Leighton Paisner LLP

Ms. Sherby's practice involves representation of private individuals in all aspects of wealth transfer planning with a particular focus on retirement benefits. She has also represented trustees and beneficiaries regarding various fiduciary issues; advising trustees and trust protectors as to their fiduciary duties in administering trusts, modifications, reformations and terminations.

Douglas Stanley's Profile

Douglas Stanley Related seminars and products

Bryan Cave Leighton Paisner, LLP

Doug Stanley is a partner at Bryan Cave Leighton Paisner LLP. Doug counsels on a wide range of advanced estate planning, tax and dispute matters.

Doug is co-leader of the firm’s Fiduciary Disputes Team, an adjunct professor in Tax at Washington University School of Law and a Fellow of ACTEC.


Susan Teson's Profile

Susan Teson Related seminars and products

Kirkland Woods & Martinsen LLP

Shira Truitt's Profile

Shira Truitt Related seminars and products

The Truitt Law Firm, LLC

Shira Truitt is manager and General Partner of The Truitt Law Firm, LLC. Her practice consists of estate planning, family law, business law, and some education law. 

Shira is currently a member of the Missouri Bar Association, Mound City Bar Association, the Illinois State Bar Association, the Metro East Bar Association, St. Clair County, Illinois, and Madison County, Illinois Bar Associations. A graduate of the Missouri Bar's Leadership Academy, Ms. Truitt co-chairs the Missouri Bar's Legislative Committee, represents the St. Louis Region on the Missouri Bar's Client Security Fund, and co-chaired the Technology Sub-Committee for the Missouri Supreme Court and Missouri Bar's Joint Committee on the Future of the Profession.  In the Illinois State Bar Association, Ms. Truitt has served on several task forces and currently participates with the Standing Committee on Women and The Law and Judicial Evaluations Outside Cook County.  Ms. Truitt served as an Assembly Member and was the 2016 Diversity Award winner.

A native of Baton Rouge, Louisiana, Shira Truitt is a proud graduate of Southern University and A & M College, having earned her Bachelor of Science in Psychology from Southern University and A & M College, one of this nation’s HBCU’S. Ms. Truitt was admitted to Psi Chi, the Honors Fraternity for Psychology. Ms. Truitt's undergraduate thesis is entitled “A Retrospective and Prospective Look at Black Male Academies: A Survey of Black Male Seniors.” Ms. Truitt earned both her Master of Social Work with a concentration in Children and Youth and a Specialization in Family Therapy from the George Warren Brown School of Social Work at Washington University and her Juris Doctoris from Washington University in St. Louis.  

Comm. Misty Watson's Profile

Comm. Misty Watson Related seminars and products

21st Judicial Circuit Court

Misty Watson was appointed Deputy Probate Commissioner for Saint Louis County in 2019. Prior to appointment, Watson was a member of the executive committee at Danna McKitrick. She has over fifteen years experience in trusts, estates, and guardianships.

Watson received the 2019 Publico Pro Bono Award from The Missouri Bar. She was the Washington University School of Law Women's Law Caucus International Women's Day 2013 Celebration Honoree and received the John R. Essner Award for pro bono work through Legal Services of Eastern Missouri. 

Watson received her LLM in Taxation and Juris Doctor from Washington University.

Daniel Wheeler's Profile

Daniel Wheeler Related seminars and products

Kirkland Woods & Martinsen LLP

Daniel P. Wheeler is a shareholder with the firm of Kirkland Woods & Martinsen LLP. He served as a Probate Commissioner for the Circuit Court of Jackson County, Missouri. He is a member of ACTEC and is the Chair of the Probate and Trust Division of The Missouri Bar.


THU | DEC 10 

8:30 – 9:30 AM | PLENARY SESSION | 1.2 MCLE
Legislative & Case Law Update
Speakers: Hon. Daniel P. Wheeler, Kirkland Woods & Martinsen LLP, Liberty, and Amy B. DeGraeve, The Counts Law Firm, LLC, Prairie Village, KS  

9:30 – 9:45 AM | BREAK

9:45 – 10:35 AM | BREAKOUT SESSION 1
Tax Basis Planning 
| 1.0 MCLE
Speaker: Keith K. Grissom, Greensfelder, Hemker & Gale, PC, St. Louis 

MO HealthNet Vendor Applications & Mo HealthNet Hot Topics | 1.0 MCLE
Speakers: Brian G. Quinn, Quinn Estate & Elder Law, LLC, Manchester, and Umo O. Ironbar, Special Counsel, Family Support Division, Department of Social Services, Jefferson City

10:35 – 10:50 AM | BREAK

10:50 – 11:40 AM | BREAKOUT SESSION 2 
Rights of the Disinherited Spouse 
| 1.0 MCLE
Speakers: Robert J. Selsor and Jeffrey M. Glogower, Polsinelli PC, St. Louis

SS Benefits for Special Needs Children: The Basics AND Practical Advice | 1.1 MCLE
Speaker: Avram L. Sacks, Attorney at Law, Skokie, IL

11:40 AM – 12:00 PM | GRAB YOUR LUNCH 

12:00 – 12:50 PM | LUNCH N LEARN | 1.0 MCLE / 1.0 E / 1.0 B
Tips on Spotting & Fixing Implicit Bias in Your Estate Planning Practice
Speaker: Shira Truitt, 
The Truitt Law Firm, LLC, St. Louis

12:50 – 1:05 PM | BREAK 

1:05 – 2:05 PM | PLENARY SESSION
COVID-19: Staffing & Managing a Virtual Law Firm 
| 1.2 MCLE
Speaker: Valerie Peterson, Chief Executive Officer, ElderCounsel, LLC

2:05 – 2:20 PM | BREAK

2:20 – 3:10 PM | BREAKOUT SESSION 3   
No Contest Clauses 
| 1.0 MCLE
Speaker: John M. Challis, Kirkland Woods & Martinsen LLP, Clayton

Drafting Medicaid & Veterans Asset Protection Trusts | 1.0 MCLE
Speakers: Valerie Peterson and Howard S. Krooks, ElderCounsel, LLC

3:10 – 3:25 PM | BREAK

3:25 – 4:25 PM | PLENARY SESSION
Personality Driven Approach to Mediation 
| 1.2 MCLE
Speaker:  Brian C. Hewitt, Hewitt Law & Mediation, LLC, Indianapolis, IN


FRI | DEC 11 

8:30 – 9:30 AM | PLENARY SESSION
SECURE ACT: How it Changes Basic Planning Strategies 
| 1.2 MCLE
Speakers: Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, and Kathleen R. Sherby, Bryan Cave Leighton Paisner LLP, St. Louis

9:30 – 9:45 AM | BREAK

9:45 – 10:35 AM | BREAKOUT SESSION 4
Title Insurance & Estate Planning: Issues & Overlaps | 1.0 MCLE
Speaker: John T. Banjak, Principal & General Counsel, True Title Company, LLC, St. Louis

SNT Alternatives for Unplanned Inheritance or Personal Injury Award | 1.0 MCLE
Speaker: David Lillesand, Lillesand & Associates, P.A., Clearwater, FL

10:35 – 10:50 AM | BREAK

10:50 – 11:40 AM | BREAKOUT SESSION 5
Tax: Issue Spotting 
| 1.0 MCLE
Speakers: Douglas J. Stanley, Bryan Cave Leighton Paisner LLP, St. Louis, and Crystal M. Hawk, Welch & Hawk Estate Planning Center, Hannibal

Working with Special Needs Clients & Their Families | 1.0 MCLE
Speaker: Richard A. Courtney, Courtney Elder Law Associates, Jackson, MS

11:40 AM – 12:00 PM | GRAB YOUR LUNCH 

12:00 – 12:50 PM | LUNCH N LEARN
Challenges in Practicing Estate, Trust & Elder Law in a Time of a Pandemic | 1.0 MCLE
Panelists: Heather Hall, Schormann Law Firm, LLC, St. Peters, Jessica Rooks, The Rooks Law Firm, Kirksville, Hon. Daniel P. Wheeler, Kirkland Woods & Martinsen, LLP, Liberty and R. Dyan Zimmerman, Oswald Roam & Rew, LLC, Blue Springs

12:50 – 1:05 PM | BREAK 

1:05 – 2:05 PM | PLENARY SESSION
SECURE ACT: Drafting Trusts in Light of the SECURE Act 
| 1.2 MCLE
Speaker: Steven B. Gorin, Thompson Coburn LLP, St. Louis and Rene Morency, Prudent Counsel, LLC, St. Louis

2:05 – 2:20 PM | BREAK

2:20 – 3:10 PM | BREAKOUT SESSION 6  
Difficult Trust Distributions 
| 1.1 MCLE
Speakers: T. Jack Challis, Managing Director of Estate Planning Strategies, Midwest Trust, St. Louis, and Susan B. Teson, Kirkland Woods & Martinsen LLP, Liberty

Basics of SSI | 1.0 MCLE
Speaker: David Lillesand, Lillesand & Associates, P.A., Clearwater, FL

Advanced Guardianships & Conservatorships | 1.1 MCLE
Speakers: Hon. Misty Watson, Deputy Probate Commissioner, St. Louis County Probate Division and Hon. William J. Gust, Probate Commissioner, St. Louis County Court

3:10 – 3:25 PM | BREAK

3:25 – 4:25 PM | PLENARY SESSION
The Good, the Bad, & the Ugly: Ethical Representation in a Pandemic 
| 1.2 MCLE / 1.2 E
Speakers: Bobbi K. Flowers, Professor of Law & Director, Center for Excellence in Elder Law, Stetson University College of Law, Gulfport, FL and Kathleen R. Sherby, Bryan Cave Leighton Paisner, LLP, St. Louis

4:25 PM | ADJOURN 

Cancellation Policy


  •  All cancellation and refund requests must be in writing to
  •  A FULL REFUND of the registration fee will be issued if we receive your written cancellation by December 1, 2020. You will not have access to electronic course materials.
  •  NO REFUND of the registration fee will be issued if we receive your written cancellation after December 1, 2020.  You will have access to electronic course materials.

Exhibitors & Sponsors

For additional information about all of our 2020 Estate, Trust & Elder Law Institute sponsors & exhibitors, please visit the SPONSOR MARKETPLACE tab within the conference portal. 


REJIS - MoBar Net
Missouri Bar Member Benefit Provider
Contact: Lindsey Colombo
Phone: 314-535-7129
About: MoBar Net was developed through a partnership with REJIS for Missouri attorneys and offers online access to Missouri DOR records, municipal courts, warrant and arrest information in the St. Louis and Kansas City areas.   Other available requests include out-of-state driver and criminal history, death file and locator searches.

The Bar Plan
Missouri Bar Member Benefit Provider
Contact: Kimberly Edgar
Phone: 877-553-6376
Twitter: @TheBarPlan
About: The Bar Plan Surety and Fidelity Company is the proven market leader for Probate, Civil Court and Notary Bonds. The Bar Plan is licensed to write court bonds in all 50 states. The Bar Plan’s bond program distinguishes itself by offering a 24-hour turnaround service and very competitive rates.


Contact: Lesley Kenneally

Phone: 888-789-9908
Twitter: @ElderCounsel
About: At ElderCounsel, we offer more than document drafting software. We give practitioners the personal attention they deserve, with all of the education, training, and support they need to nurture and grow a successful practice.



Greensfelder, Hemker & Gale, P.C.
Contact: Lora Wegman
Phone: 314-345-4755
About: Clients turn to Greensfelder’s Trusts & Estates attorneys for sophisticated and personal lifetime, estate planning and tax planning services. We are partners with closely held businesses and private clients, helping them to grow and strengthen their finances, families and futures.


Midwest Trust Company
Contact: Mike Orr
Phone: 615-800-6282
About: Midwest Trust Company is an independent trust company with locations in Kansas City and St. Louis, Missouri and eight other states.  Midwest Trust is responsible for Assets Under Administration of more than $13 Billion and routinely serves as Trustee of personal trusts, Special Needs Trusts and charitable trusts.



YouthBridge Community Foundation
Contact: Cindy Blake
Phone: 314-396-7627
About: YouthBridge Community Foundation is dedicated to building strong communities by bridging the resources of donors with community needs. With a heritage rooted in children and youth causes dating back to 1877, our philanthropy advisors consult today on a wide range of charitable giving issues, bringing specialized expertise and philanthropy services to families, nonprofits, businesses and professional advisors.


Missouri Bar Member Benefit
Contact: Erin Page
Phone: 202-999-4879
About: Get FREE, Unlimited Online Legal Research from The Missouri Bar as a benefit of membership with Fastcase. Upgrade today to access all MoBarCLE publications directly from Fastcase, contact for more information!

Missouri Bar Law Practice Management Program
Missouri Bar Member Benefit 
Contact: Trevor Mulholland
Phone: 573-638-2277
About: Members have two easy ways to get your legal technology and law practice management questions answered by law practice management experts. At no cost, members can email question(s) to an expert or schedule a one-on-one, remote consultation. We've also launched a comprehensive toolkit of whitepapers, checklists, comparison charts and other resources to help you open, build, manage, protect, and wind down a law practice.

Missouri Lawyers’ Assistance Program (MOLAP)
Missouri Bar Member Benefit
Contact: Anne Chambers
Phone: 1-800-688-7859
About: The Missouri Lawyers’ Assistance Program is a professional, confidential counseling program for members of The Missouri Bar, immediate family members who reside with them, and law students. Through a variety of free services, MOLAP helps individuals address a variety of personal concerns impacting personal or professional well-being.

Please wait ...

Back to Top