February 3, 2021
Dysart Taylor is pleased to announce director Joe Price recently presented on the biggest estate planning changes in 2020 and what to expect in 2021 at a January 29 virtual event, Intermediate Estate Planning 2021.
The event was hosted by the Kansas City Estate Planning Symposium (KCEPS) and University of Missouri – Kansas City (UMKC) School of Law’s CLE team. Price currently sits on several KCEPS committees and previously served as its chairman.
In his presentation, Beyond the Basics and Adjusting Your Practice to the 2020s, Price shared how the developments of the last 12 months – legislative and otherwise – have presented a whole new set of issues for estate planners to concern themselves with, including the SECURE Act, the CARES Act and the practical hardships brought about by the COVID-19 pandemic. He discussed issues and opportunities facing estate planners in 2021 and beyond, with a particular emphasis on the “mass affluent” client with a net worth of between $3-$6 million.
The half-day event also featured a second presentation, Just Because It’s Irrevocable Does Not Mean It’s Irrevocable, led by Alice M. Haseltine, attorney at Kirkland Woods & Martinsen. The presentation included a discussion of nonjudicial settlement agreements, judicial modifications of charitable and noncharitable trusts, division and combination of trusts, decanting, tax considerations and current developments in trust modifications.
More than 40 years into his practice, Price draws on decades of experience helping businesses and individuals plan for their future through estate planning, tax planning, business succession planning and wealth preservation.