MOKAN Trust and Financial Services Conference The 46th MOKAN Trust and Financial Services Conference took place from May 14-16 at the Sheraton Overland Park Hotel and Convention Center. There were over 300 attendees and 35 sponsors! Sam Donaldson, Professor of Law at Georgia State University, kicked off the conference with sessions on recent developments in federal income taxes and federal wealth transfer taxes. Sam is not only informative but entertaining and a crowd favorite! Day 1 breakout sessions included topics on ethical hazards for trust officers, trust organizations and investments as well as special needs trusts. Linda Duessel, Senior Equity Strategist with Federated Hermes, opened Day 2 with an economic and market outlook, followed by Jeff Levine, Chief Planning Officer with Buckingham Wealth Partners, who presented on untangling IRA regulations and then trust IRA beneficiaries. All three sessions were timely and valuable. Day 2’s break sessions covered behavioral finance, estate planning pitfalls and estate planning considerations. Day 3 featured Amy Floria, CEO of Corgenius, who spoke on how to be the best advisor in your client’s worst times, followed by Michael Dixon, Director at Pohl Consulting, who presented on the topic of maximizing business opportunities with your Day 1 marked the start of three days filled with high-impact sessions, top-tier speakers and invaluable networking for trust and financial services professionals across the region. 24
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