Tom Adrian recently attended the 49th Annual University of Miami Heckerling Institute on Estate Planning, held in Orlando, Florida. The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planning professionals. It is designed for attorneys, trust officers, accountants, insurance professionals and financial planners who, through years of experience and practice, are familiar with the principles of estate planning. The week-long program covered the latest developments in estate, gift, income taxation and estate planning techniques. Much of the discussion focused on new […]
Tag Archives: Estate Planning
Pankratz attends Midwestern Estate Planning Institute
Randy Pankratz recently took part in the Midwestern Estate, Tax and Business Planning Institute, held June 12 and 13 in Indianapolis. Several hundred attorneys and other Midwestern estate planning professionals participated in the meetings. Subjects covered included changes in recommended provisions and procedures for revocable trusts, retirement assets, and advance directives. Pankratz said the subject matter of the institute was especially applicable to central Kansans who are planning ahead for their family’s interests. “Almost every working or retired Kansan over the age of 40 is […]
Adrian attends estate planning conference
Tom Adrian recently attended the 48th Annual University of Miami Heckerling Institute on Estate Planning, held in Orlando, Florida. The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planning professionals. It is designed for attorneys, trust officers, accountants, insurance professionals and financial planners who, through years of experience and practice, are familiar with the principles of estate planning. The week-long program covered the latest developments in estate, gift, income taxation and estate planning techniques. Much of the discussion focused on new […]
I Don’t Trust the Executor of my Grandfather’s Estate
My grandfather recently passed away. I believe he had a will and my aunt is the executor of the estate and is handling everything. I don’t trust her and my family is worried that she won’t fairly distribute the assets. What can we do? The answer to your question depends on several factors including how your grandfather’s assets were titled, whether a will exists and, if so, whether it has been filed with the court. If no will actually exists, your grandfather’s property would pass […]
I think I should be the trustee
A while back my parents established a trust. My father is no longer living. My mother is in a nursing home in Kansas. My brother, who now lives in Idaho, is the trustee of the trust. I feel that he is not doing as much as he should as trustee. I also feel that since I live closer to my mother that I should serve as trustee. What should I do? A: That sounds like a frustrating situation. With the facts provided, however, it is […]