Pub. 7 2018 Issue 2

39th Annual MOKAN Trust & Financial Services Conference Featured Speakers The U.S. Economy: Past, Trump and Future Steve Happel Tax Planning Developments & Opportunities Under TCJA Michael E. Kitces Surviving & Thriving in the New World of Financial Advice Ben Carlson Never Give Up – The Survivor Way Holly Hoffman Recent Developments in Estate Planning Skip Fox Trends Driving the Retirement Plan Industry Larry Divers Breakout Session Topics • Special Needs Planning • The Most Common Trust Administration Errors Identified in Trust Audits/Exams • Basis Bonanza: A Few Creative Ways to Generate Basis Step-Up • Income Tax Savings from the Charitable Use of Retirement Assets • Ethics for Trust Officers • The Power to Prevent! How Banks Can Respond to Financial Exploitation • Navigating the Common Issues That Result in Trustee Liability • The DaVinci Code: Leo’s Secrets to Building Your Book of Business Register online at www.ksbankers.com For more information or for a full program, please contact: LeAnn Mott Administrative/Special Projects Assistant | Kansas Bankers Association Phone: 785.232.3444 | lmott@ksbankers.com May 2 - 4 Sheraton Overland Park Hotel Overland Park, Kansas