2025 Pub. 14 Issue 6

2025 KBA Trust Conference Highlights The KBA Trust Division hosted its annual Trust Conference on Oct. 23-24 at the Hilton Garden Inn in Manhattan. The conference provided attendees with valuable, up-to-date insights on the latest trends and advancements in trust and estate management, equipping them with practical tools and knowledge. 2025-2026 Trust Division Board of Directors • Tasha Bucher, President, The Trust Company of Kansas, Arkansas City • Amy Barber, President-Elect, Central National Bank, Topeka • Sherri Gormley, Vice President, First National Bank of Hutchinson, Hutchinson • Mark Kennedy, Immediate Past President & MOKAN Treasurer, Citizens State Bank & Trust Company, Ellsworth • Lori Bone, Past President, Fidelity State Bank & Trust Company, Dodge City • Grant Paitz, Director, INTRUST Bank, N.A., Wichita • Chris Kuckelman, Director, Midwest Trust Company, Overland Park • Debbie Newman, Director, Southwest National Bank, Wichita • Jeff Wacker, Director, Advantage Trust Company, Salina • Beth Boldt, Director, Assured Trust Company, Overland Park • Joe Karnes, Legislative Representative, Central National Bank, Lawrence Mark Kennedy, of Citizens State Bank & Trust Co., Ellsworth, was recognized for his outstanding service as President of the KBA Trust Division. Tasha Bucher, of The Trust Company of Kansas, Arkansas City, will serve as the incoming President. Thank you, Mark, for your leadership and commitment to the Trust Division! Maximizing Retirement Savings with SECURE 2.0: Strategic Financial Planning, Tax Implications, and Practical Applications Opening Up Private Markets: A Revolutionary Shift for Asset Managers and Trust Investors Larry Divers, Cannon Financial Larry kicked off the conference with practical strategies to help clients make the most of the SECURE 2.0 Act. Attendees explored how new catch-up provisions can enhance retirement planning through smart financial, tax and implementation decisions. In his second session, Larry examined how the democratization of private markets is reshaping opportunities for asset managers and trust investors. The discussion highlighted trends expanding access and transforming traditional investment landscapes. Hot Fiduciary Compliance Topics for Trustees Patrick Alyward, TRUSTWorthy Consultants Patrick covered evolving fiduciary compliance expectations, recent regulatory changes and best practices for trust officers to avoid common pitfalls and maintain strong oversight. 14

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