Professional Advisors

Upcoming Seminars

Want to serve your clients better? Truman Heartland Community Foundation CE is always free, fun and informative. 

Spring 2019 Seminar:

Wednesday, May 29, 2019 from 8:30 – 11:30 a.m.

Location: Midwest Public Risk, 19400 East Valley View Parkway, Independence, MO 64055

Practice Planned Giving in a World of Little or No Estate Tax

Presenter: Scott Blakesley, Spencer Fane LLP

Even though estate taxes are not an issue for many people currently, there are still income tax benefits that can provide positive results for your clients. Local expert Scott Blakesley will provide practical and useful techniques for clients to accomplish their charitable planning goals within their overall estate planning structure, including options for clients looking to benefit both family and charity and situations involving closely-owned business interests.

 

Scott Blakesley is a partner and leader of the firm’s Kansas City estate planning group. Scott’s practice involves all areas of estate planning and trust and estate administration, including family-owned businesses, planning for multiple generations, charitable gift planning, tax-exempt organizations, estate and gift tax planning, and general advice and counseling for family members involved in business and estate planning.


Continuing Education:

  • Missouri Life/Health Insurance: 3 hours (approval pending)
  • Missouri CLE: 3 hours (approval pending)
  • CFP: 3 hours (approval pending)

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