The Oklahoma Medical Research Foundation will host its 20th annual estate planning seminar next month for attorneys, CPAs, certified financial planners and trust officers.
This year’s seminar will be held in person on the following dates:
- Oklahoma City – Monday, Dec. 2. 1-5 p.m. at OMRF, with parking in the foundation’s garage immediately north of 820 N.E. 15th St.
- Tulsa – Wednesday, Dec. 3, 8 a.m. to noon, at the DoubleTree by Hilton Hotel Warren Place, 6110 S. Yale Ave.
Estate planning expert Robert Keebler will unpack the latest tax changes and those expected in a new presidential administration. He also will demystify final IRA rules and dive into structuring of spousal lifetime access trusts (SLATs).
Keebler is a partner with Keebler & Associates and is chairman of the AICPA Advanced Estate Planning Conference. He is the editor, author or co-author of several books on wealth transfer and taxation.
The seminar is presented by Argent Trust Oklahoma. Sponsors include BOK Financial Private Wealth, HoganTaylor, Trust Company Oklahoma, Rogers and Bell, Hartzog Conger Cason, and Simmons Bank Private Wealth.
Registration is $100. Attorneys and CFPs will receive four hours of continuing education credit. CPAs will receive a certificate of completion.
For more information or to register, visit www.omrf.org/estate or call 405-271-7400.
