2023 MOKAN Trust & Financial Services Conference he 44th Annual MOKAN Trust & Financial Services Conference was held on May 10-12, 2023, at the Sheraton Overland Park Hotel & Convention Center in Overland Park, Kansas. Over 300 folks were in attendance! A sincere thank you to the attendees, sponsors, and speakers for making this event so successful! Kicking off the program on Wednesday was Sam Donaldson, Professor of Law at Georgia State University, who discussed “Recent Developments in Federal Wealth Transfer Taxes.” The session gave an entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal estate and gift tax laws. After lunch, Sam Donaldson covered “Recent Developments in Federal Income Taxes.” Specific topics that were addressed included the IRS’s ongoing woes with the Administrative Procedure Act, recent changes to the minimum distribution rules and the new rules applicable to syndicated conversation easements. The attendees had three concurrent breakout session topics to choose from, which included, “Getting You Up to Date on Digital Assets, at Least as of Today” presented by Mike Tropeano with Broadridge Financial. This session covered how to be prepared to support digital assets and what fiduciaries need to know. Karen Weber with Weber Law Office discussed how to protect assets from the extraordinary cost of long-term care. Stephen Soper with Wright Investor’s Service spoke on alternative investments, how important it is to diversify an investment portfolio, and described several types of alternative investment asset strategies. Senior Strategist, Chris Pettit, with Vanguard Investment Advisory Research Center kicked off Thursday morning of the program with, “Preparing and Preserving Intergenerational Wealth.” The session covered the massive scope of wealth T 26
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