Professional Advisor Seminar Series

Leaving a Legacy:

Donor Advised Funds and Private Foundations 

Learning objectives:

1. General discussion of when establishing a donor advised fund or creating a private foundation may be advisable.  
2. Analysis of steps and decisions involved in creating and funding both a donor advised fund and a private foundation.
3. Discussion of how retirement assets may be used in connection with donor advised funds and private foundations.
4. Discussion of tax aspects involved when gifting to donor advised funds and private foundations.
5. In-depth comparison of donor advised funds to private foundations, focused on administrative simplicity, tax benefits, donor control, and privacy considerations.

You’ve Been Served:

Top Ten Questions a Beneficiary and Their Advisors Should Ask When Receiving an Inheritance Where Litigation is Involved

Learning objectives:

1. Explanation of the phases of a trust and estate lawsuit, such as pleadings, case management deadlines, discovery, mediation, dispositive motions, trial, and appeal. 
2. What are a beneficiary’s rights to a trust or estate accounting, how to ask, and how to respond to objections.
3. Steps to take upon learning that you’ve been named as a beneficiary of an IRA or other tax-qualified plan and applicable deadlines to keep in mind. 
4. Review of attorney-client privileged communications and which types of correspondence are likely to be produced in the discovery phase of a lawsuit. 
5. Discussion of common types of trust and estate litigation cases such as breach of trust, breach of fiduciary duty, undue influence, lack of capacity, and relevant evidence used to prove these types of cases.

About our Presenters:

Joseph Growney concentrates his practice in all areas of estate planning, including the preparation of basic and complex estate planning documents and the implementation of sophisticated planning techniques. He also assists high-net-worth individuals and closely held businesses with business succession planning and tax planning, including the formation of corporations, partnerships, and limited liability companies, and the structuring of corporate reorganizations and recapitalizations.

Joseph’s estate planning practice also includes life insurance planning, charitable planning, and estate planning with retirement benefits.

Justin Whitney focuses his practice on estate planning, probate, and trust administration, trust and estate litigation, tax planning, and drafting of trusts, wills, and corporate documents. Justin prepares basic and complex estate planning documents and implements sophisticated planning techniques on behalf of his clients. He also assists high-net-worth individuals and closely held businesses with business succession planning and tax planning, including the formation of corporations, partnerships, and limited liability companies, and the structuring of corporate reorganizations and recapitalizations.

In addition to practicing law, Justin is licensed by the State of Kansas as a Certified Public Accountant. During law school, he completed an internship with the Hon. Julie Robinson at the U.S. District Court for the District of Kansas.

Missouri Bar CLE

Program ID: 742581

CLE Credit: 2.3 hours

CFP Board

Program ID: 324816

Credit: 2.0 hours