Thursday, May 26 · 8:15-11:30 a.m.
- Where: In person at the CFO office for the first 25 registrants due to space limitations. A virtual option also is available.
- Registration required: This event is free to members of the CFO’s Professional Advisors Council. Contact Winter Kinne to register.
- Approved credits: CLE — 3.6 hours; CTFA — 3.75 hours; CPE — 3.5 hours; and CFP — 3.5 hours.
Bob Kirkland will discuss recent developments in estate planning for retirement assets. Congress brought a sea-change with the enactment of the SECURE Act in late 2019. The Treasury issued proposed regulations on the SECURE Act in late February. All estate planners must quickly develop a working understanding of these new rules, so as to advise pour clients about planning for post-death distributions of these important assets.
Bob Kirkland is founding partner of the law firm of Kirkland Woods & Martinsen LLP, which has offices in Liberty, Missouri, Springfield, Missouri, Clayton, Missouri and Overland Park, Kansas. He works with a variety of individual clients, handling the preparation of estate planning instruments, and counseling clients in the areas of estate and gift tax minimization, probate avoidance, gifting techniques, asset protection, charitable planning and business succession planning. He also advises fiduciaries in estate, conservatorship 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 also a member of the Employee Benefits Committee (past Chair), Sponsorship Advisory Committee (past Chair), Digital Property Task Force, Membership Selection Committee, and Communications Committee of ACTEC. He is listed in the last twenty-plus editions of The Best Lawyers in America and the most recent additions of Super Lawyers. Mr. Kirkland has successfully completed the Effective Probate Mediation Training course sponsored by ACTEC, and frequently serves as a mediator of trust and estate disputes.
Mr. Kirkland is a frequent author and lecturer in the estate planning and charitable giving areas. He has lectured on a variety of topics at seminars sponsored by ACTEC, The Heckerling Institute, ALI-CLE, Society of Trust and Estate Practitioners, The Missouri Bar, The Kansas Bar Association just to name a few.
Mr. Kirkland holds a B.S. in accounting from William Jewell College (1980), a J.D. from the University of Missouri-Kansas City School of Law (1983), and an L.L.M. in estate planning from the University of Miami, Florida School of Law (1985). During his tenure at the UMKC School of Law, he served as Managing Editor of the UMKC Law Review.
Contact Winter Kinne to Register