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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

  • Digital Assets

    • 11/12/2026
    • 11:45 AM - 1:00 PM
    • Kansas City Country Club, 6200 Indian Lane, Mission Hills, KS 66208
    Register

    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     i    s 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.

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  • The Disconnect Between Trust Drafting and Trust Administration

    • 12/17/2026
    • 11:45 AM - 1:00 PM
    • Kansas City Country Club, 6200 Indian Lane, Mission Hills, KS 66208
    Register

    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

    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
    Register

    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


    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.

    Show details

  • 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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