Past Events

April 2, 2024 Meeting CANCELED-SECURE 2.0 Act
March 5, 2024 Heckerling Review - 2024
Roger Madden - Hargrove Firm, Lexington, KY
February 6, 2024 Elder Care Planning (Joint Meeting with Society of Financial Service Professionals)
Matt Smith - Elder Law Lawyers, LLC, Lexington, KY
January 2, 2024 Life Insurance Update
George Ridings - Ridings Insurance & Financial Services, Richmond, KY and Brandon Gaines - Todd & Gaines NW Mutual, Lexington, KY
December 5, 2023 Advanced Charitable Planning
Beverley Stafford-American Cancer Society & Jonathan Raymon-Baird Trust, Louisville, KY
November 7, 2023 Panel of Trust Officer Experts
Suzanne Shaffar - Glenview Trust Co, Lexington, KY and Erin Hall - Fifth Third Bank, Lexington, KY
October 3, 2023 Transactional Exit Planning
Jamie Hargrove - Hargrove Firm, Louisville, KY
September 5, 2023 Planning for Death and Burial
Virginia Zoller - Kerr Brothers Funeral Home, Lexington, KY
May 10, 2023 Lexington Counter Clocks Game and Luncheon
March 7, 2023 Highlights From Heckerling
Suzanne Shaffar - The Glenview Trust Company, Lexington, KY
February 7, 2023 Trust and Estate Administration Issues and What We Need to Know as Estate Planners
Hon. Bruce Bell - Kentucky 22nd District Court, Division 2
January 3, 2023 Flexible Beneficiary Trusts: Reducing Income Tax on Non-Grantor Trusts
Jonathan Blattmachr - Peak Trust Company, Anchorage, AK (via Zoom)
December 6, 2022 Mergers and Acquisitions with Regard to Businesses
David Hulett and Dean Durbin - Corporate Finance Associates, Lexington, KY
November 1, 2022 Cryptocurrencies
Dan Carman - Lexington Bitcoin Consulting, Lexington, KY
October 4, 2022 Market Volatility and Planning Opportunities
Lance Owens
September 6, 2022 Business Owner's Journey Toward Wealth Empowerment
Linda Ruffenach - Execuity Value Advisors, Louisville, KY
May 3, 2022 Charitable Planning/Endow KY Tax Credit
Scott Fitzgerald - Blue Grass Communitiy Foundation, Lexington, KY
March 1, 2022 State Income Tax Planning for Trusts
Taylor Stuckey, JD, CPA - Stites & Harbison, PLLC, Lexington, KY
February 1, 2022 A Multi-Disciplined Approach to Planning in 2022
Suzanne Shaffar, Doug Dean and Bill Stone - Glenview Trust Co, Louisville, KY
January 4, 2022 Trust Based Philanthropy Learning Session
Heather Cash, JD, Community Foundation of Louisville - Louisville, KY
December 7, 2021 Myths and Misconceptions in the Estate Planning World About Those Crazy Elder Law Attorneys
Misty Clark Vantrease, Kentucky Elderlaw, PLLC, Louisville, KY
November 2, 2021 Year-End Estate Planning
Panel Discussion
October 5, 2021 Current Fiduciary and Trust Issues: A Trust Officer Panel
Trust Panel - Bob Stadelman (Community Trust and Investment Co), Anna Hovekamp (Central Bank) and TBD
September 15, 2021 The Impact of Testamentary Documents in a Divorce: A Divorce Attorney's Perspective (an NAEPC presentation)
Natalia C Wilson, JD - Ain & Bank, PC, Washington, DC
May 12, 2021 "529 Planning: Happy 25th Birthday!"
Susan T. Bart, JD - Schiff Hardin LLP, Chicago, IL
March 10, 2021 NAEPC Webinar: "The Future Client and Future Advisor"
George Nichols III - The American College of Financial Services and Dien Yuen, JD, LL.M, CAP, AEP
February 10, 2021 NAEPC Webinar - "Post-Election Estate Planning: The Tsunami Continues to Roll In"
Johnathan G. Blattmachr, Esq, AEP
January 20, 2021 NAEPC Webinar-Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion
NAEPC Panel (detailed below)
December 9, 2020 Paycheck Protection Program Loans - The Latest
Erica Horn, CPA and John Wurtenberger, CPA - Dean Dorton, Lexington, KY
November 9, 2020 Recent Kentucky Statutory Changes of Interest to Estate Planners
Walter Morris - Wyatt, Tarrant and Combs, Lexington, KY
October 14, 2020 SECURE Act Brings Administrative Chaos - Who Will Be Held Responsible for Decisions Made?
John Boardman, Andy Reynolds, Brian Burton, Cameron Hamilton and Frank Yozwiak-Ballast, Inc-Lexington, KY
September 9, 2020 Zen and the Art of Trust Modification
Susan T Bart, JD
March 3, 2020 American Farmland Trusts-Conservation Options in Farm Transfer and Estate Planning
Jerry Cosgrove and Billy Van Pelt, American Farmland Trust
February 4, 2020 Special Needs Planning & ABLE Accounts
Karen Perch, Lifeplan of Kentucky and Jeff Yussman, Wyatt Estate Planning and Yussman Special Needs Law
January 7, 2020 Decisional Capacity & Testamentary Capacity
Paula Holbrook, UK HealthCare, Lexington, KY
December 3, 2019 Notable Developments of Interest for Estate Planners
Turney Berry, Wyatt Tarrant & Combs, Louisville, KY
November 5, 2019 An Estate Planner's Guide to Paying for Long-Term Care Without Medicaid: What Medicare, LTC Insurance and VA Have to Offer Your Client
Misty Clark VanTrease, Kentucky ElderLaw, PLLC, Louisville, KY
October 1, 2019 Common Postmortem Issues and Potential Solutions
Panel-Roger Madden, Emily Biggins and Lindy Karns
September 3, 2019 Trust Document Language - the Good, the Bad and the Ugly
Trust Officer Roundtable
May 7, 2019 The Future of Estate Planning: Technology is Not the Only Thing Changing
Jamie Hargrove, Hargrove Firm., Louisville, KY
March 5, 2019 Life Insurance Retirement Plans (LIRPs)
Mac Jarboe, Mass Mutual, Lexington, KY
February 5, 2019 The Gift of Knowing
Kristi Yahn and Carmen Conley, Bluegrass Care Navigators
January 8, 2019 Creating Opportunities in Uncertain Markets
Andy Reynolds, John Boardman, Cameron Hamilton, Frank Yozwiak and Brian Burton - Ballast, Inc., Lexington, KY
December 4, 2018 Charitable Giving and Private Foundations
Mr. Tom Barker, University of Kentucky
November 6, 2018 Federal Tax Update and Section 199
Mike Reynolds - Kinkead & Stilz
October 2, 2018 Family Law and Estate Planning
Eileen O'Brien - Stoll Keenon Ogden, PLLC, Lexington, KY
September 4, 2018 Kentucky Income and Sales Tax Update
Erica Horn, CPA, JD - Dean Dorton Allen Ford, PLLC
May 1, 2018 Update on KY Tax Issues/Client Security
Jim Worthington, Worthington Law Firm, Louisville, KY
March 6, 2018 International Estate Planning
John Campbell - Kohnen and Patton, Cincinnati, OH
February 6, 2018 Asset Protection Planning
Tom Bunch - Bunch & Brock, Lexington
January 2, 2018 Estate Issues Related to Settlements and Judgments
Lindy Karns, CPA - Blue & Co., Lexington
December 5, 2017 Philanthropic Planning and the Good Giving Challenge
Halee Cunningham, Bluegrass Community Foundation, Lexington, KY
November 7, 2017 Advanced Markets
Pat Olearcek, JD, CLU, ChFC, Mass Mutual, Springfield, MA
October 3, 2017 Special Needs Trusts
Karen Perch, Executive Director of Life Plan of Kentucky, Lexington
September 5, 2017 Decisions and Questions Advisors Face with Regards to Disposition of Assets
Chuck McKee, Bluegrass Auction and Appraisal, LLC, Lexington, KY
March 7, 2017 The Current Status and Potential Impact of the Proposed Regulations under IRC Sec.2704 After the Public Hearing on December 1, 2016
Marc T. Ray, CPA - Marc T. Ray, CPA, PSC, Lexington, KY
February 7, 2017 MEETING POSTPONED
January 3, 2017 Market Update and Discussion
Chris Meng, Sr. VP and Investment Manager, Community Trust
December 6, 2016 Year-End Charitable Planning
Leigh McKee, CPA - Dean, Dorton, Allen, Ford, PLLC, Lexington, KY
November 1, 2016 Special Needs Trusts and Medicaid Planning
Robert McClelland - McClelland & Associates (Elder Law Lexington), Lexington, KY
October 4, 2016 Interesting Issues in Estate Planning and Probate
Kelli E. Brown, Goldberg Simpson, Louisville, KY
September 6, 2016 The Court System Where it Pertains to Estate Planning
Judge John Rogers, US Court of Appeals, 6th Circuit
May 3, 2016 Conversions and Tax Consequences of IRA's and Roths
Bill Freedman - Dinsmore & Shohl, Cincinnati, OH
March 8, 2016 Current Updates to The (Kentucky) Uniform Trust Code
M. Todd Lewis, Attorney, Frost Brown Todd
February 2, 2016 Topics in Medicare
Marissa Mackos O'Neill, MB Senior Solutions, Cincinnati, OH
January 5, 2016 How People Make Decisions
Dr. Jan Wertz, Centre College, Danville, KY
December 1, 2015 Holiday Gathering - Charitable Giving and Year-End Tax Planning
Allison Lankford, Bluegrass Community Foundation and Lindy Karns, Blue and Co., Lexington, KY
October 6, 2015 Capital Markets Outlook - Navigating Investment Returns in a World of Floating Money
Jeff Jennings, MCF Advisors, Lexington, KY
September 1, 2015 Current Topics in Estate Planning
Jim Worthington, Attorney, Worthington Law Firm, Louisville, KY
May 5, 2015 ESOP's
John Cramer
March 3, 2015 "The (Kentucky) Uniform Trust Code"
Todd Lewis - Frost Brown Todd LLC, Lexington, KY
February 3, 2015 "Planning to Minimize the Tax Consequences of--and Avoiding Unpleasant Tax Surprises For--Distributions & Transfers of Interests Involving IRAs and Roth Conversions"
Bill Freedman - Dinsmore & Shohl, Cincinnati, OH
January 6, 2015 "Captive Insurance Companies"
Bob Nizzi - Enterprise Risk Strategies, Mesa, AZ
December 9, 2014 Holiday Mixer and Meeting - "Charitable Giving"
Allison Lankford, Bluegrass Community Foundation
October 7, 2014 "Maximizing Social Security Benefits"
Marc Kiner, Premier Social Security Consulting, Cincinnati, OH
September 9, 2014 "Estate Planning Challenges for Same Sex Couples in Light of DOMA"
Bernard L. McKay, Frost Brown Todd LLC, Cincinnati, OH
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