21st 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 am: Welcome
Colin Crawford
Dean and Professor of Law
Brandeis School of Law

Goldburn Maynard
Assistant Professor of Law and director of EPEL
Brandeis School of Law

8:45 am: Professional Conduct Issues in Estate Planning and Administration
Sheldon G. Gilman
Lynch, Cox, Gilman & Goodman

10:45-11 am: Break

11 am-Noon: Why You Need to Discuss the VA Aid and Attendance Benefit with Your Senior
Whitney Wilson
Elder Law of Louisville

Noon-1:15 pm: Lunch

1:15-2:15 pm: A Trustee’s Best Friend: Pet Trusts in the Commonwealth Following the Adoption of the UTC
Jonathan Raymon
Hilliard Lyons

2:15-3:45 pm: No Spouse Left Behind: Planning Ahead for Long-Term Care Needs Using Medicaid and Long-Term Care Insurance
Misty Clark Vantrease
Kentucky Elder Law PLLC

3:45-4 pm: Break

4-5:30 pm: Current Developments in Estate Planning
Kevin L. Johns
Wyatt Tarrant & Combs LLP

Download a copy of the schedule.

Friday, April 20, 2018

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

Event Type

Training & Development




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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