Total Credits: 1.2 MCLE, 0.0 Ethics, 0.0 Elimination of Bias, 1.0 Kansas Credit-General
Originally presented during our 2020 Annual Estate, Trust & Elder Law Institute Virtual Conference, December 10-11.
Join estate planning practitioners, Robert K. Kirkland and Kathleen R. Sherby, as they examine how The SECURE Act changed the rules for post-mortem distributions of IRAs and qualified retirement plans and what the changes mean for basic estate planning strategies.
Speakers: Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, and Kathleen R. Sherby, Bryan Cave Leighton Paisner LLP, St. Louis
Moderator: Kathleen R. Sherby
| Secure Act: How it Changes Basic Estate Planning Strategies (1.2 MB) | Available after Purchase | ||
| MOLAP Information (215 KB) | Available after Purchase | ||
| Important Information for Attorneys Seeking Kansas Credit (58.6 KB) | Available after Purchase | ||
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.
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.
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