Professional Advisors Workshop

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Professional Advisors Workshop

September 6 @ 4:00 pm - 7:00 pm

Where: Prairie Dunes Country Club, 4812 E. 30th Ave., Hutchinson, Kansas

Contact: Wendy Skellenger | wendy@hutchcf.org | 620-663-5293

Cost: For those receiving continuing education credit, $50. For all others, the workshop and reception are free.

Hutchinson Community Foundation welcomes back Professor Christopher R. Hoyt from the University of Missouri-Kansas City School of Law to lead our annual Professional Advisors Workshop. This year the session is titled “Retirement Accounts in First and Second Marriages: The Fun Begins” and is approved for two hours of CLE/CE for attorneys, accountants, trust officers, financial planners and insurance agents.

The workshop will be from 4 to 6 p.m., with cocktails and hors-d’oeuvres served at a reception from 6 to 7 p.m., Sept. 6 at Prairie Dunes Country Club. Registration will begin at 3:30 p.m. RSVP is required by filling out the form below. You may pay the continuing education fee the following ways:

  1. By credit card when prompted after filling out the RSVP form;
  2. By mailing payment to Hutchinson Community Foundation, P.O. Box 298, Hutchinson, KS 67504;
  3. By cash or check at the time of the workshop.

Professor Hoyt will address strategies, traps and solutions for challenging situations that estate planners frequently face. The program will address the different rules that apply to IRAs compared to 401(k) plans and solutions to the most common obstacles that arise in second marriages where a client may have assets in both types of retirement plans. For example, what legal requirements must be met for some or all of the IRA or 401(k) assets to be payable to children from a prior marriage?

The workshop will also contain an update on planning lifetime charitable gifts from IRAs in 2018, followed by planning for the best way to structure charitable bequests of retirement assets. What strategies work best, and what are the most common problems estate planners encounter? What actions can be taken to overcome the challenges and achieve a positive tax outcome? Professor Hoyt will demonstrate how every charitable bequest, if properly structured, can reduce the income tax liability of a trust, an estate, and their beneficiaries rather than just provide estate tax savings.

Professor Hoyt teaches courses on federal income taxation, charitable organizations and retirement plans at the University of Missouri-Kansas City School of Law. Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University, and he received dual law and accounting degrees from the University of Wisconsin.

Hoyt is the vice chairman of the RPTE Charitable Group, and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a “Best Lawyer.” He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.

PLEASE NOTE: Your reservation is complete after clicking on the RSVP button. However, after filling out the RSVP form, you will then be prompted to fill out a credit card form. If you are not seeking continuing education credit or do not wish to pay the fee with a credit card, you do not need to fill out the credit card form.

Details

Date:
September 6
Time:
4:00 pm - 7:00 pm
Event Category:
Event Tags:
, ,
Website:
hutchcf.org

Organizer

Wendy Skellenger
Phone:
620-663-5293
Email:
wendy@hutchcf.org
Website:
hutchcf.org

Venue

Prairie Dunes Country Club
4812 E. 30th Ave.
Hutchinson, KS 67502 United States
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Phone:
6206637411