The Oklahoma Medical Research Foundation will host estate planning seminars this fall for attorneys, CPAs, certified financial planners and trust officers.
The half-day seminars are anticipated to provide four hours of continuing legal education through the Oklahoma Bar Association and four hours of continuing education through the American Banking Association and the Certified Financial Planner Board of Standards. CPAs will self-report attendance.
Seminar dates and locations are:
- Oklahoma City – 1-5 p.m. Nov. 12, Oklahoma City Golf & Country Club, 7000 NW Grand Blvd.
- Tulsa – 8 a.m. to noon Nov. 13, The Summit Club, 15 W 6th St.
This year’s speaker is Christopher Hoyt, a law professor at the University of Missouri, Kansas City. Hoyt teaches courses in federal income taxation, charitable organizations and retirement plans.
Hoyt’s OMRF seminars will include these topics:
- “Inherited IRA Rules Made Simple”
- “Solving Trust Issues: Inherited IRAs Payable to Trusts”
- “Getting Hitched Without the Hitches: Estate Planning for Retirement Assets in first and second Marriages”
- “Giving Gets a Twist: Changed Tax Incentives for Charitable Gifts in 2026”
Argent Trust Oklahoma is the presenting sponsor for this event. Other sponsors are HoganTaylor, Bank of Oklahoma Private Wealth, BancFirst, MidFirst Private Wealth, Rogers & Bell, Busey Bank, Hartzog Conger Cason, and Trust Company Oklahoma.
Registration is $125. For more information or to register, visit omrf.org/seminar or call 405-271-7400.
