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2022 Annual Estate, Trust & Elder Law Institute Video Recordings & Course Materials | Self-Study


These video recordings & course materials from the 2022 Annual Estate, Trust & Elder Law Conference include quality CLE programing delivered by our knowledgeable faculty of attorneys, judges, and industry experts. Click on the Schedule tab to view the session topics that were presented and included in this self-study product.

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.


Jennifer Davis's Profile

Jennifer Davis Related seminars and products

Greensfelder, Hemker & Gale, PC

As a member of Greensfelder’s Trusts & Estates Practice Group, Jennifer Davis has helped individuals and families with estate planning, charitable planning, succession business planning and wealth preservation strategies. She has assisted with trust, estate and tax controversies, and prenuptial/postnuptial agreements. In addition to representing individuals, Jennifer represents financial institutions regarding issues that arise while serving as corporate fiduciaries. She also helps broker/dealers, trust companies, banks and investment advisors in resolving day-to-day issues stemming from the authority granted to fiduciaries or beneficiaries. She works with non-profit organizations on their planned giving programs, endowments and administrative issues.

Prof. David English's Profile

Prof. David English Related seminars and products

University of Missouri - Columbia

Prof. English joined the MU law faculty in 1999, following a career as an estate planning partner with the Chicago law firm of D’Ancona & Pflaum and teaching at the Universities of South Dakota and Santa Clara.

Prof. English is best known for his work with the Uniform Law Commission, for which he was the reporter for the Uniform Trust Code, the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act, and the Uniform Health-Care Decisions Act. He was also the chair of the drafting committee on the Uniform Guardianship, Conservatorship and Other Protective Arrangements Act.

Prof. English has also been active in the ABA and The Missouri Bar. For the 2018-2019 bar year, he served as chair of the ABA Real Property, Trust and Estate Law Section, and he is a former chair of the ABA Commission on Law and Aging, a former member of the ABA House of Delegates, and a former chair of the Probate and Trust Committee of The Missouri Bar.

Professor English is co-author of the three-volume treatise, Tax, Estate and Financial Planning for the Elderly, successor author of volumes 4A, 4B, and volumes 5 through 5D of Missouri Practice, and co-author of the books Wills, Trusts and Estates, Principles of Wills, Trusts and Estate, and the Fiduciary Accounting and Trust Administration Guide. He teaches Estates and Trusts, Estate Planning, Elder Law, and Fiduciary Administration.

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

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. 


Michael Kisling's Profile

Michael Kisling Related seminars and products

Department of Revenue

Michael S. Kisling is the Managing Counsel for Collections for the General Counsel’s Office of the Department of Revenue charged with the collection of delinquent taxes.  Prior, Mr. Kisling was a senior assistant attorney general with the Office of Attorney General, Financial Services Division. He was also the managing attorney with the Division of Legal Services, Department of Social Services.  Mr. Kisling came to state government from private practice where he emphasized domestic relations, real estate and probate.  Mr. Kisling was also an adjunct professor for William Woods University teaching courses on Elder Law, Probate, Estate Planning and Contracts.  He is a 1989 graduate of the University of Missouri—Columbia Law School and served as a research attorney for the Honorable Albert L. Rendlen and the Honorable William Ray Price, Jr. of the Missouri Supreme Court.


Scott Malin's Profile

Scott Malin Related seminars and products

Lathrop GPM LLP

Scott is a member of Lathrop GPM’s Trusts, Estates and Legacy Group. Scott’s practice focuses on business succession, estate planning and tax planning for families and privately held businesses. Scott is an Adjunct Professor at Washington University Law School, member of ACTEC and recognized in Chambers High Net Worth Guide.

Timothy McCurdy's Profile

Timothy McCurdy Related seminars and products

Mitchell, Brown & Associates, L.L.C.

Tim McCurdy is Of Counsel at the firm. Tim grew up on a farm in Southwest Iowa. After obtaining his law degree from the University of Notre Dame, Tim moved to St. Louis to “watch a few Cardinals games” before returning to Iowa. Tim met his now wife and his plans quickly changed – Tim has called St. Louis home for more than twenty years.

Throughout Tim’s legal career, he has helped clients protect their rights in lawsuits throughout the country. After watching a loved one suffer from Alzheimer’s disease, Tim developed a passion for elder law. Tim’s practice now combines his more than twenty years of litigation experience with an in-depth knowledge of estate planning and probate.

Tim devotes his practice to helping families navigate disputes involving estate plans and probate administration. Tim’s trusts and estates litigation practice includes trust and will contests, the removal of fiduciaries, demands for accountings, and contested guardianships. Tim is also frequently appointed by probate judges to represent individuals facing guardianship petitions, and as a court-appointed fiduciary.

Tim also helps families protect their life savings while ensuring access to the health care they need through Medicaid and special needs planning. Tim’s elder law practice also includes helping families develop estate plans to avoid probate and to protect against future challenges to their estate plan.

Tim lives in Chesterfield with his wife, two sons, and two dogs. Outside of the office you can likely find Tim in the stands at a hockey rink or a theater cheering on his sons.

Tabitha Mitchell's Profile

Tabitha Mitchell Related seminars and products

Mitchell, Brown & Associates, LLC

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

Edward Reilly's Profile

Edward Reilly Related seminars and products

Sandberg Phoenix & Von Gontard

Ned is presently a Counsel at Sandberg Phoenix and von Gontard, P.C., but boasts a most impressive collection of business cards from prestigious law firms in St. Louis, collected over the past 44 years.  Ned’s professional  practice focus  involves estate, trust, business succession and tax  planning for individual clients, but sadly, with the maturation of a significant portion of his client base, he’s now focusing more and more on probate and post mortem trust administration.  Clients are dying to find out how good he is.  

Ned is a Fellow of the American College of Trust and Estate Counsel,  and has served as an adjunct professor at both the St. Louis University School of Law and in the LLM (Tax) program at the Washington University School of Law. He has served on the board of the St. Louis Estate Planning Counsel, the Probate Steering Committee of the Bar Association of Metropolitan St. Louis, and on the estate planning advisory boards of several local charities, including the St. Louis Art Museum and Cardinal Glennon Children’s Hospital.  He has also served on various committees of the Missouri Bar Probate and Trust Law Committee, and is old enough to remember serving with Leo Eickhoff and John Sullivan.  Ned has been listed for a number of years in The Best Lawyers in America and Missouri Kansas Super Lawyers (but has yet to spend the money for the cool plaques you can buy--he’s  that cheap).    


Lacey Searfoss's Profile

Lacey Searfoss Related seminars and products

Thompson Coburn LLP

Lacey has extensive experience in all aspects of estate planning, estate and trust administration and charitable giving.

Lacey assists clients in developing estate plans designed to maximize family wealth and minimize income and estate taxes. Lacey also works with closely-held businesses, for tax planning, business succession planning and general business needs.

In addition to her estate and trust practice, Lacey has experience in advising and representing nonprofit organizations with respect to the process of organizing and obtaining tax exempt status as well as ongoing operational matters.

Hon. Jason Sengheiser's Profile

Hon. Jason Sengheiser Related seminars and products

Circuit Court of the City of St. Louis

In his role, Judge Jason Sengheiser has received judicial assignments from Divisions 28, 29 and 18. He was previously an associate circuit judge. Judge Sengheiser earned B.A.s in both environmental science and German studies from Saint Louis University and his J.D. from Saint Louis University School of Law. He holds an LL.M. from Columbia Law School.

Judge Sengheiser is a member of the American Bar Association, The Missouri Bar, the Bar Association of Metropolitan St. Louis and The Lawyers Association of St. Louis. He is active in Paraquad


Samantha Shepherd's Profile

Samantha Shepherd Related seminars and products

Shepherd Elder Law Group, LLC

For over 15 years, Samantha has served the elder care, special needs, and disabled communities as they plan for their healthcare and financial wellbeing. Utilizing her legal expertise and compassionate heart, Samantha has successfully helped individuals and families as aging and crisis have left them vulnerable to ensuring self-care. She listens, advises, and walks these challenging roads with her clients while bringing together local, statewide and federal resources all to respond most effectively to her clients’ needs.

Samantha began her legal career upon graduation from Boston College School of Law. Her professional work experience includes positions with the Essex County District Attorney, Grant Schwartz & Brown, Banknorth Group, Broward County Legal Aid, National Association of Insurance Commissioners, & the Law Offices of Craig Reeves. During the latter portion of this time, Samantha also completed an LLM from the University of Missouri. In line with her entrepreneurial spirit, in 2011, Samantha started Shepherd Elder Law Group which since its opening has helped over 6,000 Kansas City and Hutchinson, KS families.

Samantha knows deeply of the challenges in navigating the care systems which exist for seniors, those with special needs, and the suddenly disabled. Seeing a need to further serve individuals with these vulnerabilities, Samantha started Assured Trust Company in June of 2020, which offers independent professional trust administration as well as care management services to those who need a helping hand.

Her experience in assisting families who are facing the challenges of IDD (Intellectual and Developmental Disabilities) led her to start a new charity, Special Needs Assured, in December of 2020. The mission of SNA is support, education, funding, and advocacy for those with special needs and other developmental disabilities. SNA’s mission: to create a community where those in need can find others who know how to help.

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.


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.

Michael Weeks's Profile

Michael Weeks Related seminars and products

The Weeks Group, LLC

Mike Weeks, CELA is the President of the Weeks Group, LLC. Mike is one of 13 Certified Elder Law Attorneys in the State of Missouri, and the only one in St. Charles County. He focuses his practice in the areas of estate planning and elder law and helps clients through the creation of wills, revocable living trusts, power of attorney documents, health care directives, as well as estate tax planning. Additionally, he is also very active in the areas of Medicaid planning and asset protection against the costs of long-term care, as well as non-Medicaid solutions to long-term care crisis situations and prevention of crisis situations. He has been a presenter at several education seminars for other lawyers on elder law issues.

Mr. Weeks is a member of the National Academy of Elder Law Attorneys (NAELA), the St. Charles County Bar Association, and the Missouri Bar. Mike is currently one of 19 members of the national Board of Directors of the National Academy of Elder Law Attorneys, a 4,500-member group of attorneys, and serves as the Vice President of the organization.  He has received the Outstanding Chapter Member award for Missouri from NAELA. Mike is a former President of the Missouri Chapter of NAELA and is also a former President of the St. Charles County Habitat for Humanity affiliate. In addition to his work with Habitat, Mike is a former member of the Board of Directors of the Boone Center International (a non-profit dedicated to helping find employment for adults with disability issues), and the St. Charles Noonday Kiwanis Club.

Mr. Weeks is a graduate of the University of Missouri-Columbia, where he received his law degree, as well as an MBA from the Trulaske College of Business at the University of Missouri. Mike lives in St. Charles, with his wife and two children.

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. Mr. Wheeler focuses his practice on fiduciary litigation, probate administration, adult and minor guardianships, and mediation in cases throughout Missouri and Kansas.
Mr. Wheeler served as a Probate Commissioner for the Circuit Court of Jackson County, Missouri for more than fourteen years. As Probate Commissioner, he presided over family and fiduciary disputes in trust and probate matters, including fiduciary litigation, complex trust litigation, discovery of assets actions, surety claims and general probate administration in decedent, guardianship and conservatorship estates. He has been chosen to be the probate presenter at the annual Missouri Judicial College for the past seventeen years, and also presents annually at the conference of the Missouri Association of Probate & Associate Circuit Judges. He speaks regularly at the Missouri Bar annual meeting as well as numerous continuing legal education seminars for the Missouri Bar, the Kansas City Metropolitan Bar Association and the University of Missouri at Kansas City.
Prior to joining the bench, Mr. Wheeler was in engaged in private practice in the area of probate litigation and administration matters. He has tried thirty-two jury trials to completion, of which twenty-six were in the probate division of the circuit courts. He is licensed in the states of Missouri and Kansas, and has completed the mediation training requirements of the Missouri Supreme Court.
Mr. Wheeler received a bachelor's degree in Industrial Engineering from the University of Missouri - Columbia in 1981. While an undergraduate student, he was a captain of the University's cross-country and track teams, and he was a recipient of the Tom Bott's Award, the senior track leadership award. He received a Masters in Business Administration from the University of Missouri in 1985, where he was a member of the Beta Gamma Sigma business honor society. He received his law degree, cum laude, from the University of Missouri in 1985, and he was a member of the Missouri Law Review and the Order of the Coif honor society.


Thursday | Oct. 20
8:30 – 9:30 AM | PLENARY
Legislative & Case Law Probate Update

Room: Versailles I
Speaker: Daniel P. Wheeler, Kirkland Woods & Martinsen LLP, Liberty

9:30 – 9:45 AM | BREAK

9:45 – 10:35 AM | BREAKOUT SESSION 1
Look Out for Gen Z: Planning Ideas for These Beneficiaries

Room: Versailles I
Speaker: Jennifer A. Davis, Greensfelder, Hemker & Gale, PC, St. Louis

2021 Summit on Adult Guardianships: Implications for Missouri
Room: Zurich/Geneva
Speaker: Prof. David English, University of Missouri School of Law, Columbia

10:35 – 10:55 AM | BREAK

10:55 – 11:45 AM | BREAKOUT SESSION 2
Business Succession Planning: Practical Issues to Succeed in Succession Planning

Room: Versailles I
Speaker: Scott H. Malin, Lathrop GPM LLP, Clayton

Special Needs Trust Administration: Best Practices
Room: Zurich/Geneva
Speaker: Samantha L. Shepherd, Shepherd Elder Law Group, LLC, Overland Park, KS

11:45 AM – 12:35 PM | LUNCH
Room: Versailles II

12:35 – 1:25 PM | PLENARY
Changes to the Missouri Decanting Statute

Room: Versailles I
Speakers: Lacey R. Searfoss, Thompson Coburn LLP, St. Louis and Douglas J. Stanley, Bryan Cave Leighton Paisner, LLP, St. Louis

1:25 – 1:40 PM | BREAK

1:40 – 2:30 PM | BREAKOUT SESSION 3
Limitations Period for Breach of Trust Claims: What is “Termination” for Purposes of 456.10-1005?

Room: Versailles I
Speaker: Timothy J. Lemen, Rossiter & Boock, LLC, St. Louis

The Use of Life Estates in MO HealthNet Planning
Room: Zurich/Geneva
Speaker: Tabitha 'Nikki' Mitchell, Mitchell, Brown & Associates, LLC, St. Louis

2:30 – 2:50 PM | BREAK

2:50 – 3:40 PM | BREAKOUT SESSION 4
Questions About QSTs--Planning Issues & Pitfalls with the Joint Spousal Revocable Trust

Room: Versailles I
Speaker: Edward 'Ned' F. Reilly, Sandberg Phoenix & von Gontard PC, St. Louis

Limited Guardianships and Least Restrictive Alternatives to Guardianship
Room: Zurich/Geneva
Speakers: Commissioner Misty Watson, 21st Judicial Circuit, St. Louis and Commissioner William Gust, 21st Judicial Circuit, St. Louis

3:40 – 3:55 PM | BREAK

3:55 – 4:45 PM | PLENARY
Implicit Biases & People with Disabilities

Room: Versailles I
Speaker: Hon. Jason M. Sengheiser, 22nd Judicial Circuit, St. Louis 

Room: Versailles II


Friday | Oct. 21
8:30 – 9:20 AM | PLENARY
Remote Public Access & Complying with Redacting Confidential Information

Room: Versailles I
Speakers: Melinda J. Bentley, Legal Ethics Counsel, Jefferson City; Joshua S. Rose, Kirkland Woods & Martinsen LLP, St. Louis and Catherine N. Zacharias, Office of State Courts Administrator, Jefferson City

9:20 – 9:35 AM | BREAK

9:35 – 10:25 AM | BREAKOUT SESSION 5
You SHALL Remain Silent . . . except – The Do’s and Don’ts for when the estate planner becomes a witness (or defendant).

Room: Versailles I
Speaker: Timothy F. McCurdy, Mitchell, Brown & Associates, LLC, St. Louis

Special Needs Trusts & Probate: Acting for Disabled Heirs & Legatees
Room: Zurich/Geneva
Speaker: Tabitha 'Nikki' Mitchell, Mitchell, Brown & Associates, LLC, St. Louis

10:25 – 10:45 AM | BREAK

10:45 AM – 12:05 PM | PLENARY
New SECURE Act Regulations - Feeling Insecure about the SECURE Act – Planning Under the Proposed Regulations

Room: Versailles I
Speakers: Robert K. Kirkland, Kirkland Woods & Martinsen, LLP, Liberty and Kathleen R. Sherby, Bryan Cave Leighton Paisner LLP, St. Louis

12:05 – 1 PM | LUNCH
Room: Versailles II

Drafting Under the Proposed Regulations to the SECURE Act

Room: Versailles I
Speakers: Steven B. Gorin, Thompson Coburn, LLP, St. Louis and Rene Morency, Sandberg Phoenix & von Gontard PC, St. Louis | joining live virtually

Medicare Part ABCDEFG...
Room: Zurich/Geneva
Speaker: Timothy F. McCurdy, Mitchell, Brown & Associates, LLC, St. Louis

1:50 – 2:05 PM | BREAK

2:05 – 2:55 PM | BREAKOUT SESSION 7
Tax Problems for Seniors

Room: Versailles I
Speaker: Michael S. Kisling, General Counsel, Taxation Division, Missouri Department of Revenue, Jefferson City

Irrevocable Trusts & Long-Term Care: How to, When, Why or Why Not
Room: Zurich/Geneva
Speaker: Michael C. Weeks, The Weeks Group, LLC, St. Charles

2:55 – 3:10 PM | BREAK

3:10 – 4:10 PM | PLENARY
The Subtle Art of Setting Boundaries

Room: Versailles I
Speakers: Lisa M. Adams, Capes, Sokol, Goodman & Sarachan, PC, Clayton; John M. Challis, Kirkland Woods & Martinsen LLP, St. Louis; Kelli Dunaway, Aspire and Mollie Farrell, Greensfelder, Hemker & Gale, PC, St. Louis