Community Foundation to Host Annual Estate Planning Forum June 23

The Community Foundation of Southeast Kansas (CFSEK) will host the 2022 Estate Planning Forum at Crestwood Country Club in Pittsburg starting at 9:30 a.m. on Thursday, June 23. The full-day Forum, hosted annually in partnership with Foulston Siefkin LLP of Wichita, is open to Southeast Kansas attorneys, CPAs, insurance professionals, and financial advisors. Attendees will learn about new developments in the field of estate planning, earn up to six hours of continuing-education credit, and enjoy a free lunch courtesy of CFSEK.

This year’s Forum includes sessions on legal ethics; estate planning for clients with health concerns or disabilities; strategies for asset protection and to reduce income taxes; and an update on recent legislative, judicial, and regulatory developments at the state and federal levels. Sessions will be taught by Kathleen J. Selzler Lippert, JD, of the Office of the Disciplinary Administrator; and Foulston Siefkin’s Tim O’Sullivan, JD, LLM, and Corey Moomaw, JD, LLM.

The Forum has been approved for 6 hours of CLE credit (including one hour of ethics credit) and 5 hours of insurance CE credit. It also offers a recommended 5 hours of CPE credit for accountants and 5 hours of PACE credit for qualifying financial advisors. See the flyer below or visit our 2022 Estate Planning Forum page for more information.

Space will be limited, so professional advisors who want to attend the 2022 Estate Planning Forum must register by completing the online form, messaging Joshua McCloud, or calling (620) 231-8897.


Download the Estate Planning Forum 2022 Flyer PDF