Professional Advisor Seminar Series

Schedule

Thu May 09 2024 at 09:00 am to 11:30 am

Location

Midwest Genealogy Center (3440 S. Lee's Summit Road, Independence, MO) | Independence, MO

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LEAVING A LEGACY: DONOR ADVISED FUNDS & PRIVATE FOUNDATIONS
-and-
YOU’VE BEEN SERVED: TOP TEN QUESTIONS FOR INHERITANCE BENEFICIARIES AND THEIR ADVISORS IN LITIGATION CASES
Joseph D. Growney and Justin W. Whitney, both experienced estate
planning and transactional attorneys with Lathrop GPM LLP, will
employ an interactive case study approach to examine charitable gift planning strategies with DAFs and Private Foundations and discuss the common types of trust and estate litigation cases with respect to the rights of inheritance beneficiaries. This is a complimentary seminar. Please use the link to register.
MO BAR CLE AND CFP BOARD CREDITS ARE AVAILABLE.
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Where is it happening?

Midwest Genealogy Center (3440 S. Lee's Summit Road, Independence, MO), United States

Event Location & Nearby Stays:

Truman Heartland Community Foundation

Host or Publisher Truman Heartland Community Foundation

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