Professional Advisor Seminar Series
Truman Heartland Community Foundation provides unique educational opportunities for professional advisors, attorneys, accountants, and other financial planners. Held twice each year, our seminars provide continuing education credits and cover timely topics that are important to you and your clients.
Avoiding Probate in Life and Death -and- A Practical Overview of Trust Administration
Thursday, May 11, 2023
9:00 to 11:00 A.M. CDT
Midwest Genealogy Center
3440 S. Lee's Summit Rd.
Independence, MO 64055
In this interactive session, Polly Bartle Blomquist, JD, Managing Partner at Complete Estate and Probate Law, LLC., will show professional advisors how to help their clients avoid probate and provide an overview of trust administration. This presentation will be of special interest to financial advisors.
- Strategies to avoid probate, including the benefits and drawbacks of each
- Protecting your client's assets from divorce, litigation, and bankruptcy
- Providing long-term benefits with Trusts
- Understanding the basics of Trust Administration
ABOUT THE SPEAKER
In 2001, after being admitted to the Missouri and Kansas Bar, Polly Bartle Blomquist began her career at the Family Court in Jackson County, Missouri. While there, she tried hundreds of cases, gaining valuable trial experience. In 2005, Polly moved into the private sector to begin providing Estate Planning for individuals and families with the goal of educating them about the value of proper advanced planning. Polly works to help families achieve their objectives, whether that be ease of transfer of assets or ensuring assets are preserved, protected, and managed effectively for beneficiaries for years to come. With the combination of Estate Planning and trial experience, Polly has a unique perspective. She plans with the idea of the future and possible pitfalls.
When she is not serving clients, you will find her volunteering at her church, spending quality time with her husband, son, and daughter, and traveling to ski, hike, or pursue any outdoor adventure. Polly is a graduate of the Heart of America Fellows Institute, and she sits on the Arcare Inc. Board along with the Cass County Bar Board. She educates other lawyers and professionals by teaching continuing education classes. She is a member of the Missouri Bar Association, Kansas Bar Association, Cass County Bar Association, Johnson County Bar Association, Wealth Counsel, Elder Counsel, and the Association of Women Lawyers.
Continuing Education Credits
MO Bar CLE - 2.4
Program ID: 720671
CFP Board - Pending
Program ID: --
Cole Eason is here to help; email or call 816-912-4182.