Upcoming 2017 Speaking Engagements

July 13, 2017: Tiffany McKenzie will be giving a speech entitled “Turning Ova in Your Grave: Assisted Reproductive Technology and Estate Planning” at the Georgia Fiduciary Law Institute in St. Simons Georgia.

May 18, 2017:  Kathy Sherby will be giving a presentation entitled “Pre and Post Sale Planning for You, Your Company, and Your Familyat an event being hosted by Bank of America on May 18, 2017, for closely help business owners regarding estate planning advice for pre and post sale tax planning opportunities.

May 5, 2017: Renee Gabbard will be speaking at the Transcontinental Trusts: International Forum 2017 on potential Trump tax reforms and will be taking place at the Fairmont Southhampton in Bermuda.  The talk will begin at 11:55 am local time.

April 28, 2017: Kathy Sherby will be speaking at the KC Estate Planning Symposium on Trust Third Party Decision Makers at 2 pm, taking place at the Overland Park Convention Center in Overland Park, Kansas.

April 22, 2017: Doug Stanley will be presenting “It’s Official – I’m An Income Tax Lawyer” at the ACTEC Heart of America Region Meeting in Bentonville, AR.  With the potential repeal of the estate tax, there is a growing emphasis on other taxes that impact an estate plan.  Doug will discuss selected federal and state income tax issues.

April: Kathy Sherby will be speaking at the Kansas City Estate Planning Institute on “Trust Directors and Directed Trusts”

On April 28, 2017, Kathy Sherby, Partner in the Private Client Services group at Bryan Cave will be giving a speech at the 2017 Kansas City Estate Planning Symposium entitled “It’s a Whole New Ballgame – Trust Directors with Powers to Advise/Consent/Direct and With Powers of Protectors”.  This presentation will discuss the various roles lawyers fulfill related to our clients’ trusts – advisor, advocate, amender, approver, consenter, director, enforcer, mediator, remover, tie-breaker and trustee, are among some of the titles.  Some of these functions involve the direction of a trustee in carrying out ordinary duties in administration of a trust, such as directing the trustee as to trust investments or discretionary distributions from the trust.  Other functions involve decisions that would otherwise be made by courts or what would not easily be made by trustees due to the trustees’ fiduciary duties to beneficiaries.  It will examine the issues surrounding the lawyer fulfilling these various functions, and the scope of any duties and other considerations for lawyers prior to agreeing to undertake such functions or roles.

Recent 2017 Speaking Engagements:

May 12, 2017: Kathy Sherby spoke at the 2017 MOKAN Trust Conference, held in Kansas City, Missouri, on “Hot Topics in Estate Planning for Retirement Benefits”.

February 16, 2017:  Kathy Sherby will be co-hosting a live webinar for American Law Institute (ALI) with Jeffrey Pennell, Lawrence Katzenstein and Kimberly Cohen entitled “Advanced Estate Planning Practice Update – Winter 2017”, just a few of the topics being covered are:  the impact of the Executive Order on temporary and proposed regulations, what repeal of the estate and gift taxes might look like, and what you should do in the interim; recent cases: Clower, Graev, Hubbell Trust, Johnson, McClure, McGrady, and 15 W. 17th St. LLC; §6035 transition rule final regulations; Private Letter Rulings: 201642019, 201647001, and 201652002; ILM 201651013; and Notice 2017-10.

January 11:  Larry Brody will present on “Life Insurance Policies Selection and Design – How to Use all We know to Plan for All we Don’t “ at the 51st Annual Heckerling Institute on Estate Planning in Orlando, Florida, Orlando World Center Marriott, 3:50 pm to 5:20 pm.

2016 Speaking Engagements:

Dec 2-4: Shannon Barks will present  “No More Wandrying in the Dar: Illumincating Defined Value Clauses” at the Mo-Kan ACTEC meeting.

November 17: Larry Brody will present on “Policy Valuation and Transfer Tax Conventions vs. Market-Based Valuations” at the 53rd Annual NAEPC Advanced Estate Planning Strategies Conference.

November 14: Doug Stanley will present on “The Complete Trust Workshop” for the Montana Society of CPAs in Missoula, Montana.

November 14: Kathy Sherby  will  be speaking to STEP New York on “Trust Directors and Directed Trusts”

October 20: Larry Brody will present on “The Top 30 (Or So) Insurance Planning Mistakes and How to Avoid or Fix Them” at the Kansas City Estate Planning Society.

October 14:   Kathy Sherbywill  be speaking at the Duke Estate Planning Institute on “Trust Directors and Directed Trusts”

September 12, 2016: Stephanie Moll presented on “Grantor Trusts” at the Trusts from A to Z Panel at the National Business Institute in St. Louis, Missouri.

August 2016: Stephanie Moll presented on Estate Planning During and After Divorce at The Missouri Bar 2016 Family Law Conference being held August 4 – 6 in Branson, Missouri.

May 18, 2016:  Stephanie Moll and Lana Hompluem presented on “Top Estate Planning Techniques” at the National Business Institute.

April 28, 2016: Karin Barkhorn co-chaired the annual American Heart Association conference on Estate Planning and Administration in New York city.

March 22, 2016: Kim Civins and Luke Lantta spoke at the North Georgia Estate Planning Council on the Impact of Obergefell on Estate Planning for Same Sex couples.

March 3, 2016: Doug Stanley presented on “Tax and Estate Planning” for National Geospatial-Intelligence Agency (NGA)’s Retirement Planning Seminars in St. Louis, Missouri.

February 18, 2016 – Doug Stanley  presented on “Same Sex Marriage Estate Planning Issues” at the Kansas City Estate Planning Council in Kansas City, Missouri.

January 29: Michael Newmark and Doug Stanley presented on Estate Planning for Washington University in St. Louis’ Lifelong Learning Institute.

 2015

December 22, 2015 – Doug Stanley  presented on “Multi-Generational Estate Planning Issues” in St. Louis, Missouri, hosted by the Missouri Society of CPAs.

November 12, 2015: Kathy Sherby  spoke at at the National College of Probate Judges Fall Conference  on “Trusts in Court, Validity, Construction, Reformation, Modification and Termination”

October 28, 2015: Scott Hodes presented on “Evolution of the Art Market” to Northern Trust Company of Miami.

October 23: Doug Stanley presented on “Recent Development in Missouri and Federal Law Affecting Estates and Trusts at the Missouri Bar Annual Estate & Trust Institute” in Columbia, Missouri

November 11:  Kathy Sherby  presented to the National College of Probate Judges Annual Meeting on Validity, Construction, Instruction, Reformation, Modification and Termination of Trusts

November 13: Stephanie Moll presented on “Accommodating Post-Drafting Changes in Circumstances and Law” at the National Business Institute seminar “Wills and Trusts: Mistakes to Avoid” in St. Louis, Missouri (more information here: Wills and Trusts: Mistakes to Avoid)

Steve Daiker participated in on the Community Foundation’s Panel interview about ‘Change Agents of St. Louis Philanthropy‘  in the St. Louis Business Journal

September 25:  Kathy Sherby was a  panel member on an ALI webcast for Advanced Estate Planning Updates – Fall, 2015

September 25:Doug Stanley presented on “Recent Development in Missouri and Federal Law Affecting Estates and Trusts at the Missouri Bar Annual Estate & Trust Institute” in St. Louis, Missouri

September 18: March 3: Doug Stanley presented on “Tax and Estate Planning” for National Geospatial-Intelligence Agency (NGA)’s Retirement Planning Seminars in St. Louis, Missouri.

Shannon Barks presented on “Recent Development in Missouri and Federal Law Affecting Estates and Trusts at the Missouri Bar Annual Estate & Trust Institute” in Springfield, Missouri

September 11:Doug Stanley presented on “Recent Development in Missouri and Federal Law Affecting Estates and Trusts at the Missouri Bar Annual Estate & Trust Institute” in Springfield, Missouri.

September 11: Elizabeth Schlesinger presented a CLE on “Advising Your Clients: Pitfalls & Practice Tips after Obergefell v. Hodges” at the St. Louis University School of Law.

August 4: Larry Brody  presented on “What’s Hot and What’s Not” at the 2015 Advanced Sales Forum in Coronado, California.

July 14: Larry Brody presented on “Insurance Planning” at the Skills Training for Estate Planners Fundamentals CLE program put on by the American Bar Association.

July 11: Linsey Glosier presented at the Georgia Fiduciary Law Institute Seminar on “Covering Your Basis: The Evolution of the Delaware Tax Trap from Pitfall to Prescription.”

July 9: Kathy Sherby  presented in San Francisco at ALI’s Estate Planning for the Family Business Owner CLE session with Lou Mezzullo regarding “Business Succession Planning and Dealing with Intra-Family Rivalries”

July 8: Kathy Sherby  presented in San Francisco at ALI’s Estate Planning for the Family Business Owner CLE session regarding “Directed Trust”? or “Enchanced Trust Flexibility”? Is there a difference? The Nature and Effective Use of “Trust Advisors” and “Trust Protectors” as Third Party Decision Makers”

June 15: Kim Civins and Jennifer Odom presented “Same Sex, Different Day: Estate Planning After the Windsor Decision” to the DeKalb County, Georgia Estate Planning Council.

May 20: Doug Stanley and Stephen Daiker presented on “DOMA (Defense of Marriage Act) Planning” at the American Red Cross Professional Advisors Seminar.

April 25: Doug Stanley presented on “Tax Updates” at the ACTEC Regional Meeting in St. Louis.

April 8: Doug Stanley presented on “Same Sex Estate Planning” with the Kansas City Bryan Cave LGBT Affinity Group.

April 2: Doug Stanley presented on “Gift Planning Strategies” for the Washington University in St. Louis’ Faculty and Staff.

April 1: Stephanie L. Moll presented on “Tax and Estate” Planning for National Geospatial-Intelligence Agency (NGA)’s Retirement Planning Seminars.

February 5: Kathy Sherby was a part of the ALI webcast on “Advanced Estate Planning.”

January 30: Michael Newmark presented on Estate Planning at Washington University Life Long Learning.

January 26:  Larry Brody presented on the “Income Taxation of Life Insurance” at the Estate Planning Council of St. Louis’ Monthly Lunch and Speaker Presentation.

January 12-16: Larry Brody and Kathy Sherby presented at the Heckerling Institute of Estate Planning.  Kathy will present on “In Protectors We Trust: The Nature and Effective Use of Trust Protectors” and “Trust Protectors for Trusts for Individuals with Special Needs: Not an Option Anymore – But Not Just Boilerplate.”   Larry will present on “Life Insurance After A.T.R.A. – The Reality Check, Please.”

2014:

October 9: Doug Stanley presented on “Tools, Tips, Tricks, and Traps of Estate Planning and Charitable Giving” at the Missouri History Museum.

October 15: Kim Civins and Tiffany McKenzie presented “Same Sex – Different Day” for SunTrust’s Miami LGBT Pilot program.

June 5:  Kathy Sherby participated in the live webcast with ALI CLE on an Advanced Estate Planning Practice Update.

May 1: Doug Stanley  presented on Estate Planning and Qualified Retirement Plans- Options and Opportunities  at Washington University.

May 8: Doug Stanley presented on Estate Tax Returns and Portability at the 2014 MOKAN Trust Conference in Overland Park, Kansas

Irvine Partner, Renee Gabbard, was featured on the Professional Education Broadcast Network’s 2014 Estate and Gift Tax Planning Update Part 1- Planning for Estates Under $10,000,000, to listen click here.

Irvine Partner, Renee Gabbard, was featured on the Professional Education Broadcast Network’s 2014 Estate and Gift Tax Planning update Part 2- Planning for Estates Over $10,000,000, to listen click here.

April 17: Karin Barkhorn co-chaired the 14th Annual American Heart Association Invitational Conference on Estate Planning and Administration.  At the conference, Karin spoke about the 2014 Changes to New York Estate Tax and New York Income Taxation of Trusts.

March 6: Anna Lineberger presented with Stuart Lark on “Executive Compensation, Commercial Activities, and Charitable Giving” at the 14th Annual Rocky Mountain Non-Profit Conference in Parker, Colorado.

March 4: Stephanie L. Moll was a panelist on “Marketing/Social Media” for The Presidents’ Forum of St. Louis in St. Louis, Missouri.

March 4: Stephen Daiker served as Moderator for a panel session on “Business Transition Strategies” at the 2014 St. Louis Presidents’ Forum sponsored by The Entrepreneurship Institute.  The Forum took place at the Charles Knight Center at Washington University.

February 17: Atlanta Partner, Kim Civins, presented on “Beneficiary Defective Inheritor’s Trusts (BDITs),” at the State Bar of Georgia, Fiduciary Law Section, Estate Planning Institute.

January 16: Lawrence Brody presented on “UPIA and TOLI” with Gary L. Flotron, Richard A. Schwartz, Richard M. Weber,  &  E. Randolph Whitelaw at the 48th Annual Heckerling Institute on Estate Planning in Orlando, Florida

January 31: Michael N. Newmark presented on “Where there’s a Will, there’s a way—Creative Strategies For Estate and Philanthropic Planning” for Washington University Life Long Learning in St. Louis, Missouri

2013:

December 2: Atlanta Partner, Kim Civins, presented  “Same Sex, Different Day, Estate Planning After the Windsor Decision,” at Georgia State University College of Law.

October 21: Doug Stanley will be presenting to accountants and attorneys at “The Complete Trust Workshop” in Akron, Ohio, hosted by the Ohio Society of CPAs

November 4: Norvell Brasch will speak on the topic of “Civil Unions and the Probate Code: Changes That Affect Estate Planning” at the Civil Unions All Day CLE at the Four Seasons in Denver, Colorado

November 6: Kathleen R. Sherby will give a presentation via webinar on “Hot Topics in Employee Benefits” for ALI CLE and the American College of Trust and Estate Counsel (ACTEC)

November 18: Stephanie L. Moll and Abigail Weisbrod will be presenting on the topics of use of trusts for tax reduction purposes and grantor trusts at the National Business Institute seminar “Trusts 101” in St. Louis, Missouri

November 21:  Doug Stanley will be presenting to accountants and attorneys on “Estate Planning Issues for the Middle-Income Client” in West Columbia, South Carolina, hosted by the South Carolina Association of CPAs

Private Client Partner Renee Gabbard was interviewed regarding why retirement is more difficult for women than men. We are pleased to provide you with the audio of this interview here.

Private Client Partner Renee Gabbard participated in the attached presentation on Trust Alternatives to Prenuptial Agreements. We are pleased to provide you with the audio of this presentation through the link below.

http://trustbryancave.com/wp-content/uploads/2013/07/trust_alternatives_to_prenup.mp3

January 17: Lawrence Brody presented on “So, You Think You Know Everything About the Income Taxation of Life Insurance? Think Again!” with Donald O. Jansen at the 47th Annual Heckerling Institute on Estate Planning in Orlando, Florida

February 7:  Stephen B. Daiker moderated a session on “Tax Developments” at the President’s Forum held at the Chase Park Plaza in St. Louis, Missouri

February 14: Kathleen R. Sherby gave a presentation on Trust Protectors for ALI CLE in San Francisco, California

February 15: Kathleen R. Sherby presented for the Advanced Estate Planning Techniques for ALI CLE in San Francisco, California

February 16: Tiffany N. McKenzie was the keynote speaker at the Class of 2015 Sophomore Ring Ceremony at Agnes Scott College in Decatur, Georgia

March 22: Renee Gabbard spoke at the Professionals Broadcast Network Webcredenza on “Defined Value Clauses”  You can register to view the webcast here.

April 9: Renee Gabbard spoke at the Professionals Broadcast Network Webcredenza on “Estate Planning for Ranch and Farmland”

April 24: Stephanie L. Moll was a panelist for the Bar Association of St. Louis, discussing “Hang Gliding off the Fiscal Cliff—How Did You Like the Landing?” in St. Louis, Missouri

April 25: Karin J. Barkhorn was Conference Chair for the American Heart Association’s “13th Annual Invitational Conference on Estate Planning and Administration” in New York, New York

April 26:  Lawrence Brody presented on “What’s Hot in Sophisticated Life Insurance Planning in 2013 — Policy Valuation Issues, Life Settlements, and Insurable Interests” at the 32nd Annual Kansas City Estate Planning Symposium in Overland Park, Kansas

May 8: Kathleen R. Sherby presented on Trust Protectors at the 2013 MOKAN Conference in Kansas City

May 9: Stephanie L. Moll presented on “Twitter for Attorneys and Accountants”

May 18: Tiffany N. McKenzie was the keynote speaker for Holy Trinity Episcopal Academy’s graduation ceremony in Melbourne, Florida

May 21: Kimberly E. Civins spoke at the 2013 S-Corporation Conference hosted by Bryan Cave regarding “Death, Taxes, Divorce and Remarriage in the Age of the New Estate Tax” in Atlanta, Georgia

May 22: Justin T. Flach was a panelist for the American Red Cross Professional Advisors Seminar 2013, discussing “Planning in the Current Environment” in St. Louis, Missouri

June 6: Kathleen R. Sherby participated in the ALI-CLE Advanced Estate Planning Update — Summer

June 19: Lawrence Brody was a panelist for the University of Missouri–St. Louis, discussing “The Uniform Prudent Investor Act and Trust-Owned Life Insurance: The Impossible Dream or a Match Made in Heaven” in St. Louis, Missouri

September 4:  Stephanie L. Moll was a panelist for a Surgent CPE webinar, discussing “Same-Sex Marriage: How the Supreme Court’s Decision Has Created New Benefits, New Issues, and New Questions” with Michael J. Tucker and Karen E. Davis.

September 23: Doug Stanley presented to accountants and attorneys on “Advanced Issues for Trusts, Estates and Their Beneficiaries” in Greensboro, North Carolina, hosted by the North Carolina Association of CPAs

September 27: Lawrence Brody presented with Gary L. Flotron on “The Uniform Prudent Investor Act and Trust-Owned Insurance: Impossible Dream or a Match Made in Heaven? The Effect of TOLI on Planning and Drafting ILITs” in Hartford, Connecticut, at the Federal Tax Institute of New England

September 27: Kathleen R. Sherby participated in the ALI-CLE Advanced Estate Planning Update — Fall

October 8: Lawrence Brody presented the “Top 25 List of Insurance Planning Mistakes” in Wilmington, Delaware, for the Estate Planning Council of Delaware

2012:

December 12: Michael N. Newmark presented on “Good Stuff You Probably Don’t Know About Estate Planning” to the residents of the Bethesda Barclay House in St. Louis, Missouri

November 9: Lawrence Brody was a panel member for the National Association of Estate Planners and Councils discussing “The Uniform Prudent Investor Act and Trust Owned Life Insurance: The Impossible Dream or a Match Made in Heaven? UPIA Compliance, Risk Management, and the Evaluation of Permanent Life Insurance: A Panel Discussion” in Orlando, Florida

November 2:  Lawrence Brody will be presenting on “Advanced Planning for Your Clients in 2012: What’s New and What’s Left”, sponsored by Northwestern Mutual, at Churchill Downs, in Louisville, Kentucky

November 2: Kathleen R. Sherby presented on “Now That You Have It, What Do You Do With It? Tax Efficient Disposition of Qualified Plans and IRAs” at the 57th Annual Estate Planning Seminar hosted by Estate Planning Council in Seattle and the Washington State Bar Association  in Seattle, Washington

November 2: Doug Stanley led a discussion on “What You Need To Do Now In Estate Planning”, sponsored by the Pennsylvania Institute of CPAs, at the Regional Learning Alliance in Cranberry, Pennsylvania