Ethical and Fiduciary Considerations in Estate Planning for High Net Worth Clients

Time: Registration at 3:30 p.m. | Presentation from 4:00-6:00 p.m. | Cocktails and hors d'oeuvres at 6:00 p.m.
Location: The Duquesne Club, Main Dining Room [325 Sixth Avenue, Pittsburgh, PA 15222]

The Pittsburgh Foundation’s Fall Continuing Learning Event will feature Robert K. Kirkland, president of the law firm of Kirkland Woods & Martinsen PC, which has offices in Liberty, Missouri; Springfield, Missouri; and Overland Park, Kansas. The lecture will focus on recent developments in estate planning for retirement benefits, including include recent rulings and cases that deal with with designating trusts as beneficiaries of retirement plans, creditor access to inherited IRAs, same-sex marriages, spousal rollover issues, charitable planning with IRAs and potential legislative developments. Kirkland will also discuss ethical issues that arise in everyday trusts and estates practice.  

This event is approved for two CLE credits (one substantive, one ethics), two CFP credits and two CPE credits.

Parking is available in the Smithfield/Liberty Garage with direct access to The Duquesne Club from the sixth level. There is no cost to attend.

By invitation only.