Dinner Meeting: The Secure (“Setting Every Community Up for Retirement Enhancement” OR “Sending Everyone Cowering Under Expectations") Act and Other Recent Developments in Estate Planning for Retirement Assets
As we assess a client’s estate worth, are we spending the proper amount of time on their retirement benefits? Let's review the reasons retirement benefits warrant a disproportionate amount of planning time, such as tax deferral options, asset protection, the impact of beneficiary designation, charitable giving alternatives, as well as many other reasons and options.
Bob Kirkland is a shareholder of the law firm of Sandberg Phoenix & von Gontard PC, which has offices in several states. He is licensed to practice law in Florida, Missouri, and Kansas. He handles the preparation of estate planning instruments, and advises clients in the areas of estate planning and fiduciaries in estate, conservatorship and trust administration matters. Mr. Kirkland has successfully completed the Effective Probate Mediation Training course sponsored by ACTEC, and frequently serves as a mediator of trust and estate disputes.
Mr. Kirkland is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), is a past Missouri State Chair of ACTEC, and a past member of the ACTEC Board of Regents and Executive Committee. He is also a member of the Employee Benefits Committee (past Chair), Fiduciary Administration Committee, and Long Range Planning Committee, as well as a past Chair of the ACTEC Sponsorship Advisory Committee and Bylaws and Manuals Committee. He currently serves on the Board of Directors and Executive Committee of the ACTEC Foundation. He is listed in the last twenty-five-plus editions of The Best Lawyers in America and the most recent additions of Super Lawyers.
Mr. Kirkland is also the founding Chancellor of the Heart of America ACTEC Fellows Institute and a recent inductee into the Kansas City Estate Planning Society Hall of Fame.
Mr. Kirkland is a frequent author and lecturer in the estate planning and charitable giving areas. He has lectured on a variety of topics at seminars.
*Note: Continuing education is provided for Attorneys (CLE), Certified Financial Planners (CFP), Certified Trust and Fiduciary Advisors (CTFA), and Certified Public Accountants (CPA). CE is only available for members.
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