Erin Hall - Bluegrass Estate Planning Council

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Trust Officer

VP/Sr Fiduciary Advisor

Fifth Third Bank

Lexington, KY 40507

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September 1, 2026

New Changes in Senate Bill 50 and How it Will Impact Estate Planning

Andrew Yocum and Jonathan Gifford - Sturgill Turner Barker & Moloney, PLLC, Lexington, KY

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October 6, 2026

Tax Strategies Within Qualified Retirement Plans

Zachery Mountel, CPC, QPA, QKA - Trinity Pension Consultants, Akron, OH

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November 3, 2026

The Particulars of Real Property in Estate and Living Estate Situations

Chuck McKee - Bluegrass Auction, Appraisal & Realty, LLC, Lexington, KY

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December 1, 2026

The Future of Professional Services: Why AI Alone Isn't the Answer

Jamie Hargrove, CPA/Attorney - JH Law Group/Tax and Trust - Louisville, KY

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