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2026 Fall | Professional Advisor Seminar |
Private Event
FIRST SESSION
Inside Trust Administration: Pitfalls and Practical Considerations (Expert Panel and Q&A)
SECOND SESSION
Charitable Giving Strategies: Understanding Various Charitable Giving Strategies and Practical Considerations for Estate Plans with Charitable Beneficiaries
PRESENTERS
Midwest Trust Company
Will Bergman, JD CFP
Nick Bracco, JD LLM
Carrie DeMaria, JD
Scott Webb, JD
THU, NOV, 5, 2026
8:30am | Networking & Light Snacks
9:00am - 12:00pm | Seminar
MO Bar MCLE Department
Program ID: 801692
CLE Credit: 3.0 hours
CFP Board
Program ID: 353816
CE Credit: 3.0 hours |
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Midwest Public Risk
19400 E Valley View Pkwy, Independence, MO 64055
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Virtual location You will receive a confirmation email with a URL. |
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Thursday, November 5, 2026
08:30am - 12:00pm CT Add to Google · Outlook Web · Outlook Mobile · Yahoo · iCal |
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Join us for our Fall 2026 Professional Advisor Seminar Free CE Course |
First Session Inside Trust Administration: Pitfalls and Practical Considerations (Expert Panel and Interactive Q&A)
LEARNING OBJECTIVES
- Provide professional advisors with a thorough understanding of fiduciary duties and practical considerations of trust administration
- Prepare advisors to navigate high-stakes fiduciary duties using practical, real-world administrative frameworks
- Overview and examples of challenges when changing from a private client relationship to a trust beneficiary relationship
- Detailed discussion on managing communication between a corporate fiduciary, investment advisor, and beneficiaries
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Second Session Charitable Giving Strategies: Understanding Various Charitable Giving Strategies and Practical Considerations for Estate Plans with Charitable Beneficiaries
LEARNING OBJECTIVES
- Comprehensive overview of several charitable giving strategies, the benefits of each, and the key concepts for planners to consider
- Overview of lesser-known rules for common charitable strategies
- Explore the tax implications of each charitable giving strategy
- Better understand practical trust considerations for estate plans with charitable beneficiaries
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Private Event for Financial Advisors, Attorneys, Accountants, & Trust Officers. |
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About Our Presenters from Midwest Trust Company |
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Nick Bracco, JD, LLM Senior Vice President, Trust Officer Wealth Planning – Chair
With experience in tax, trust administration, and wealth planning, Nick brings a strong combination of technical and practical expertise, with a background including Big 4 public accounting, advising individuals and businesses on tax matters, and leading Midwest Trust Company's Wealth Planning Group. Nick specializes in personal trust administration and provides guidance on financial, retirement, estate, and tax planning. He offers thoughtful, comprehensive counsel at the intersection of tax, wealth planning, and long-term financial goals.
Education
- BA in Corporate and Organizational Communication, Western Kentucky University
- JD, University of Missouri – Kansas City
- LL.M. in Taxation, University of Missouri – Kansas City
Professional/Civic Affiliations
- Kansas Bar Association, Member
- Missouri Bar Association, Member
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Will Bergman, JD, CFP® Managing Director, Strategy & Growth
Experienced in law, business, and philanthropy, Will brings a distinctive blend of legal, operational, and strategic experience to the organization with background including working at a law firm, managing a closely held business, founding a donor-advised fund sponsoring organization, drafting trust legislation, advising on regulatory matters, and guiding mergers and acquisitions. Will offers practical, sophisticated counsel at the intersection of law, business, and long-term planning.
Education
- BA, William Jewell College
- JD, University of Missouri Kansas City
- Certified Financial Planner® (CFP®) certification
Professional/Civic Affiliations
- Kansas City Metropolitan Bar Association, Member
- Kansas Bar Association, Member
- Giving Grove, Advisory Board Member
- World Giving Foundation, Board Member
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Carrie DeMaria, JD Senior Vice President, Trust Officer
Carrie brings a well-rounded foundation of legal and practical expertise to the organization, with a background including long- and short-term disability matters and experience advising on social security disability, estate planning, guardianships, and conservatorships. Experienced in trust administration and legal services, Carrie offers thoughtful, knowledgeable guidance in personal trust administration, with a perspective shaped by her legal experience and commitment to helping clients navigate complex planning needs.
Education
- BS in Family Studies and Human Services, Kansas State University
- JD, University of Missouri – Kansas City
Professional/Civic Affiliations
- Missouri Bar Association, Member
- Kansas City Metropolitan Bar Association, Member
- Missouri Association of Trial Attorneys, Member
- Association of Women Lawyers, Member
- Estate Planning Society of Kansas City, Member
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Scott Webb, JD Vice President, Trust Officer
Scott joined Midwest Trust after practicing law in the Kansas City Metropolitan area, where he advised clients on domestic matters, business planning, charitable organizations, and estate planning. Possessing extensive expertise in trust administration and estate planning, he provides a complementary range of legal and practical knowledge to the client relationship. Drawing on his background, Scott delivers well-informed guidance that helps clients navigate complex personal trust administration and achieve their long-term objectives.
Education
- BS, University of Kansas
- JD, University of South Dakota
Professional/Civic Affiliations
- Kansas Bar, Member
- Estate Planning Society of Kansas City, Member
- University of Kansas, Adjunct Professor
- KU Alumni Association, Member
- K Club, Member
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