The Estate Planning Society of Kansas City upcoming events

Digital Assets (11/12/2026)

Thu, 12 Nov 2026 17:45:00 GMT

Digital assets continue to evolve, bringing new regulatory developments and changes in how assets are structured and managed. Join Dale Werts, Partner at Lathrop GPM, for a discussion of recent developments in digital assets, including the evolving regulatory landscape and the tokenization of assets, with particular emphasis on securities.

About the speaker:
Dale A. Werts is a Partner at Lathrop GPM, where he focuses his practice on mergers and acquisitions, corporate and general business law, and technology transfers and commercialization. With more than 30 years of experience, he has represented individual owners and business organizations in strategic and financial acquisitions and dispositions across a wide range of industries, including financial institutions, manufacturing, technology, health care, and logistics.

Dale's technology experience includes data-related issues, blockchain technology implementation, cryptocurrency-related matters, virtual property transfers, software and technology licensing, hardware acquisition agreements, vendor and affiliate arrangements, and offshore structures.

Agenda:
11:45 AM - 12:10 PM ~ Networking
12:10 PM - 1:00 PM ~ Lunch & Program

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.

The Disconnect Between Trust Drafting and Trust Administration (12/17/2026)

Thu, 17 Dec 2026 17:45:00 GMT

Stacy E. Singer is the National Practice Leader for Trust and Wealth Advisory Services at Northern Trust, where she works with trust professionals nationwide on the delivery of fiduciary services and with wealth advisory professionals on proactive wealth planning strategies.

With extensive experience in trust and estate administration, Stacy previously served as National Director of Estate Settlement Services at Northern Trust and held leadership positions in estate administration at Harris Trust & Savings Bank. She also practiced law, specializing in estate and succession planning, trust administration, and guardianship matters.

Stacy earned her J.D. from the University of Michigan Law School and holds the Certified Private Wealth Advisor (CPWA) designation. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC), serves as its Illinois State Chair, and is a past President of the Chicago Estate Planning Council.

A frequent speaker and published author, Stacy has contributed to leading industry publications, including Estate Planning, Trusts & Estates, and the Journal of Philanthropy.

Agenda:
11:45 AM - 12:10 PM ~ Networking
12:10 PM - 1:00 PM ~ Lunch & Program

EPS-KC Business Meeting & Presentation of Updated Bylaws (01/21/2027)

Thu, 21 Jan 2027 18:00:00 GMT

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.

Save the Date (02/11/2027)

Thu, 11 Feb 2027 18:00:00 GMT

About the speaker:

Amy Guerich

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.

Save the Date (03/11/2027)

Thu, 11 Mar 2027 18:00:00 GMT

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.

Save the Date (04/22/2027)

Thu, 22 Apr 2027 17:00:00 GMT

Description

About the speaker: