20th Annual Estate Planning Institute

The Estate Planning Institute provides an annual forum for the study of estate planning, elder law and taxation laws in the United States.

The goal of this program is to provide high-quality instruction on important and timely issues facing estate professionals. The institute seeks to present topics of interest to a broad range of professionals, whether they serve clients of high or more moderate net worth.


7:45 AM         Registration


8:30 AM        Welcome

            Lars Smith

            Associate Dean and Professor of Law

            University of Louisville

            Brandeis School of Law



            Goldburn Maynard

            Professor of Law

            University of Louisville

            Brandeis School of Law



8:45 – 10:45 AM    Recent Developments in Professional Responsibility

            Grace Giesel

            Professor of Law

            University of Louisville

            Brandeis School of Law



10:45 – 11:00 AM    Break


11:00 – Noon    Easy Ways to Blend Elder Law into an Estate Planning Practice

            Whitney Wilson

            Elder Law of Louisville

            Louisville, KY


Noon – 1:15 PM    Lunch

1:15 – 2:15 PM    Estate Planning When There is an Addicted Child

Kelli E. Brown

Goldberg Simpson LLC

Louisville, KY


2:15 – 3:45 PM    The Coordination of Government and Private Health Benefits: How Paying for Our Care Has Become an Essential Element of Estate Planning

            Misty Clark Vantrease

            Kentucky ElderLaw PLLC

            Louisville, KY


3:45 – 4:00 PM    Break

4:00 – 5:30 PM    Current Developments in Estate Planning

    Kevin L. Johns

    Wyatt Tarrant & Combs LLP

    Lexington, KY



Friday, April 21, 2017

University Club & Alumni Center
200 E. Brandeis Ave , Louisville, Kentucky 40208


Law, Brandeis School of Law



Contact Name

Tracie Cole

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University of Louisville

2301 S. 3rd St.

University of Louisville

Louisville, Kentucky 40292

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(502) 852-6171

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