2025 Annual Estate Planning Institute
- Categories:
- Elder Law | Probate & Estate
- Faculty:
- Hon. Karen E. Faulkner | Hon. Yvette R. De La Guardia | Scott A. Weinberg | R. Jonathan Raymon | Laurie Beth Baird | Katherine Paige Langan
- Duration:
- 7.0
- Location:
- Louisville Bar Association - Louisville, Kentucky
Description
Designed for estate professionals, the Estate Planning Institute provides top-notch instruction on current issues in the field, catering to a diverse audience. Our relevant topics ensure a comprehensive learning experience for all, helping you stay ahead in the evolving landscape of estate planning.
| Time | Title | Speaker(s) Full Name |
| 09:00 AM - 10:00 AM | Judicial Perspectives in Estate Law |
Hon. Karen E. Faulkner and |
| 10:00 AM - 10:30 AM | Kentucky Case Law Update | Scott A. Weinberg, Wyatt, Tarrant & Combs |
| 10:30 AM - 10:45 AM | Break | -- |
| 10:45 AM - 11:15 AM | Efficient Charitable Giving Strategies in Light of Recent Tax Changes | R. Jonathan Raymon, Baird Trust |
| 11:45 AM - 12:15 PM | Five Reasons Not to Use Your Estate Tax Exemption | Laurie Beth Baird, CFP®, CPA, JD, Cerity Partners |
| 12:15 PM - 12:45 PM | Revocable Trust | Katherine P. Langan, Stoll Keenon Ogden |
| 12:45 PM | Adjourn | -- |
2025 LBA Probate & Estate Law Section Leadership Monica B. Davidson, Baird Trust and Kathryn Beck, Stoll Keenon Ogden
Sponsorship opportunities are available. Contact Lisa M. Murray at lmurray@loubar.org for details.
For questions: Contact the CLE Department at 502-583-5314 x 108.
Cancelations: Must be received by LBA at least 24 hours in advance for a refund (minus processing fee). Substitutes allowed (except special events).
Technology issues: User error does not qualify for a refund.
This is a LIVE program. Recordings are NOT included with registration. Separate fees apply for accessing past recordings through the LBA On-Demand Catalog. Please note: Live and on-demand CLE programs have different KBA accreditation requirements.
A 3% processing fee will be automatically applied to all credit card transactions.
Faculty
Hon. Karen E. Faulkner Related Seminars and Products
Jefferson District Court, Div. 8
Hon. Yvette R. De La Guardia Related Seminars and Products
Jefferson District Court, Div. 4
Scott A. Weinberg Related Seminars and Products
Wyatt, Tarrant & Combs, LLP
R. Jonathan Raymon Related Seminars and Products
Baird Trust
Laurie Beth Baird Related Seminars and Products
PNC Wealth Management
Katherine Paige Langan Related Seminars and Products
Stoll Keenon Ogden PLLC
Reviews
Location
Louisville Bar Association
(502) 583-5314
www.loubar.org