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Connect. Learn. Grow.

The Estate Planning Society of Kansas City offers a variety of educational and networking events throughout the year designed to bring together professionals from across the estate planning community — including attorneys, CPAs, financial planners, trust officers, and allied professionals.

Our programs feature leading experts who share timely insights on tax law, estate and trust administration, wealth transfer planning, and other issues impacting your clients and practice. Whether you’re attending a luncheon program, special workshop, or social gathering, EPS-KC events are a great opportunity to expand your knowledge and strengthen professional relationships in a collegial environment.

Engage with peers, earn continuing education credit, and stay connected with Kansas City’s most respected estate planning professionals.

Upcoming events

  • Recent Developments in Estate Planning

    • 09/10/2026
    • 12:00 PM - 2:00 PM
    • Kansas City Country Club, 6200 Indian Lane, Mission Hills, KS 66208
    Register

    The estate planning landscape continues to evolve with changes in the law, tax considerations, and planning strategies. Join Charles A. Redd of Stinson LLP as he provides an update on recent developments and discusses practical considerations for estate planning professionals.

    About the speaker: 

    Charles A. "Clary" Redd is a Partner at Stinson LLP, where he concentrates his practice in estate planning, estate and trust administration, and estate and trust litigation. Nationally recognized for his work with complex estate planning matters, he advises high-net-worth individuals and families on wealth preservation, tax-efficient planning strategies, and the administration of sophisticated estates and trusts.


    Throughout his career, Clary has developed innovative solutions to complex planning challenges, resolved sensitive family disputes, and represented clients in fiduciary litigation involving wills, trusts, and estates. Before joining Stinson LLP, he served as a trusts and estates partner at two large law firms and held fiduciary positions with both U.S. Bank and Bank of America. His experience includes planning and administering estates with assets valued at more than $1 billion.

    This session has been approved for 1.8 hours of CLE credit it Missouri. Kansas credit pending.  

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  • Kansas Community Property Trust Act: What Estate Planners Need to Know

    • 10/15/2026
    • 12:00 PM - 1:00 PM
    • Kansas City Country Club, 6200 Indian Lane, Mission Hills, KS 66208
    Register

    Join Will Bergman for an overview of the Kansas Community Property Trust Act and its implications for estate planning professionals. This session will examine the key provisions of the Act, discuss planning opportunities and practical considerations, and explore how the legislation may impact estate planning strategies and clients.

    About the speaker: 

    Will Bergman serves as In-House Counsel for Midwest Trust Company, where he advises on trust administration, fiduciary matters, and estate planning issues. He has been actively involved in the development of Kansas trust law, providing testimony before the Kansas Legislature on legislation affecting trusts and estate planning, including the Kansas Community Property Trust Act. Through his work with Midwest Trust, Will collaborates with attorneys, fiduciaries, and clients on the practical application of evolving trust and estate planning laws.

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  • Save the Date

    • 11/12/2026
    • 12:00 PM - 1:00 PM
    • Kansas City Country Club, 6200 Indian Lane, Mission Hills, KS 66208


    About the speaker: 

    Cancellation Policy: There is no charge to attend Estate Planning Society programs; however, advance registration is required. If you register for a program and are unable to attend, please cancel your registration by emailing admin@eps-kc.org at least five (5) business days prior to the program. Timely cancellations allow the Society to adjust attendance counts and food and beverage commitments.

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  • Save the Date

    • 12/17/2026
    • 12:00 PM - 1:00 PM
    • Kansas City Country Club, 6200 Indian Lane, Mission Hills, KS 66208


    About the speaker: 

    Cancellation Policy: There is no charge to attend Estate Planning Society programs; however, advance registration is required. If you register for a program and are unable to attend, please cancel your registration by emailing admin@eps-kc.org at least five (5) business days prior to the program. Timely cancellations allow the Society to adjust attendance counts and food and beverage commitments.

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  • EPS-KC Business Meeting & Presentation of Updated Bylaws

    • 01/21/2027
    • 12:00 PM - 1:00 PM
    • Kansas City Country Club, 6200 Indian Lane, Mission Hills, KS 66208

    Join fellow members for the Estate Planning Society of Kansas City's annual business meeting. The meeting will include Society updates and a presentation of proposed revisions to the Society's bylaws. Members are encouraged to attend and participate in this important organizational meeting.

    Cancellation & No-Show Policy: If you are unable to attend, please cancel your registration by emailing admin@eps-kc.org at least five (5) business days prior to the program. Registrants who do not cancel by the deadline and do not attend will be assessed a $25 no-show fee.

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  • Save the Date

    • 02/11/2027
    • 12:00 PM - 1:00 PM
    • Kansas City Country Club, 6200 Indian Lane, Mission Hills, KS 66208

    Description

    About the speaker: 


    Cancellation & No-Show Policy: If you are unable to attend, please cancel your registration by emailing admin@eps-kc.org at least five (5) business days prior to the program. Registrants who do not cancel by the deadline and do not attend will be assessed a $25 no-show fee.

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  • Save the Date

    • 03/11/2027
    • 12:00 PM - 1:00 PM
    • Kansas City Country Club, 6200 Indian Lane, Mission Hills, KS 66208

    Description

    About the speaker: 

    Speaker Info

    Cancellation & No-Show Policy: If you are unable to attend, please cancel your registration by emailing admin@eps-kc.org at least five (5) business days prior to the program. Registrants who do not cancel by the deadline and do not attend will be assessed a $25 no-show fee.

    Show details

  • Save the Date

    • 04/22/2027
    • 12:00 PM - 1:00 PM
    • Kansas City Country Club, 6200 Indian Lane, Mission Hills, KS 66208

    Description

    About the speaker: 

    Speaker Info

    Cancellation & No-Show Policy: If you are unable to attend, please cancel your registration by emailing admin@eps-kc.org at least five (5) business days prior to the program. Registrants who do not cancel by the deadline and do not attend will be assessed a $25 no-show fee.

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