Each year, OMRF hosts the Estate Planning Seminar to allow legal and other business professionals to earn up to four hours of Continuing Legal Education in an in-person session in both Oklahoma City and Tulsa. This seminar is approved for CLE through the Oklahoma Bar Association, CE through the CFP Board, and CPAs will self-report attendance.
Oklahoma City
1-5 p.m., Nov. 12
Oklahoma City Golf & Country Club
7000 NW Grand Blvd
Nichols Hills, OK 73116
Agenda
12:30 – 1 p.m. Registration
1 – 1:15 p.m. Welcome and Intros
1:15 – 2:05 p.m. Inherited IRA Rules Made Simple
2:05 – 2:15 p.m. Break
2:15 – 3:05 p.m. Solving Trust Issues: Inherited IRAs Payable to Trusts
3:05 – 3:55 p.m. Getting Hitched Without the Hitches: Estate Planning for Retirement Assets
in 1st and 2nd Marriages
3:55-4:05 p.m. Break
4:05 – 4:55 p.m. Giving Gets a Twist: Changed Tax Incentives for Charitable Gifts in 2026
4:55 – 5 p.m. Closing Remarks and Adjournment
Tulsa
8 a.m.-Noon, Nov. 13
The Summit Club
15 W 6th Street
Tulsa, OK 74119
Agenda
7:30 – 8 a.m. Registration
8 – 8:15 a.m. Welcome and Intros
8:15 – 9:05 a.m. Inherited IRA Rules Made Simple
9:05 – 9:15 a.m. Break
9:15 – 10:05 a.m. Solving Trust Issues: Inherited IRAs Payable to Trusts
10:05 – 10:55 a.m. Getting Hitched Without the Hitches: Estate Planning for
Retirement Assets in 1st and 2nd Marriages
10:55 am – 11:05 a.m. Break
11:05 am – 11:55 a.m. Giving Gets a Twist: Changed Tax Incentives for Charitable Gifts in 2026
11:55 a.m. – Noon Closing Remarks and Adjournment
$125 • Four hours of CLE
Presented by
Seminar topics include:
Inherited IRA Rules Made Simple
Solving Trust Issues: Inherited IRAs Payable to Trusts
Getting Hitched Without the Hitches: Estate Planning for Retirement Assets in 1st and 2nd Marriages
Giving Gets a Twist: Changed Tax Incentives for Charitable Gifts in 2026
Event Sponsors
Bank of Oklahoma Private Wealth
BancFirst
MidFirst Private Wealth
Rogers & Bell
Busey Bank
Hartzog Conger Cason
Trust Company Oklahoma
