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Protecting Humpty Dumpty, the Retirement Nest Egg - Recent Developments in Estate Planning for Retirement Assets
Charlotte City Club
121 W Trade St #3100
Charlotte, NC 28202
Tuesday, April 28, 2020, 11:30 AM - 1:30 PM EST
Category: Events

Prior to 2010, one could argue that, due to the relative estate/gift tax rates and exemptions then applicable and the number of clients to which the estate/gift tax applied, the majority of our planning time was necessarily focused on estate and gift tax planning techniques.  Learn why the case can be legitimately made that planners today should spend a disproportionate amount of planning time handling clients’ retirement benefits. Approved for 1 hour CE credit.


The cost to register is $40 for members and $85 for non-members. NOTE: Pre-paid members must register for this program.

Click here to register.

There is no fee for cancellations made four or more business days prior to the event. Cancellations made 1-4 business days prior to the event will not receive a refund.

About the Speaker: Robert K. Kirkland, Kirkland Woods & Martinsen, LLP

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 is licensed to practice law in Missouri and Kansas. He works with a variety of individual clients, handling the preparation of Wills, Living Trusts, Durable Powers of Attorney, Irrevocable Trusts, Charitable Trusts and Minor’s Trusts, and counseling clients in the areas of 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 (Chair), Digital Property Task Force, Membership Selection Committee, Long Range Planning 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.

Bob also served as the ACTEC Observer to the Uniform Law Commission Drafting Committee on Fiduciary Access to Digital Assets, is serving as the ACTEC Observer to the Uniform Law Commission Drafting Committee on Electronic Wills.

Among several professional and civic activities, Mr. Kirkland serves as a Vice Chair of the Missouri Bar Probate and Trust Committee, and a member of the editorial board of Trusts and Estates magazine.

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, The Iowa Bar, The Ohio Bar, The Idaho Bar, The Florida Bar, The Oklahoma Bar Association, the Hawaii Tax Institute, the Southern Federal Tax Institute, the Notre Dame Estate Planning Institute, the Duke University Estate Planning Conference, the Florida Fellows Institute, the UCLA Institute on Estate Planning, The MO-KAN Trust Conference, the American Heart Association, and the Estate Planning Councils of Baltimore, Greenville, Little Rock, Louisville, New York City, Philadelphia, St. Louis and West Palm Beach.

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.

Interested in sponsoring this event?

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