Estate Planning Institute

Image: 2022 Estate Planning Institute

Tuesday, June 28, 2022

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.

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Photo: Mary Elizabeth Anderson

Mary Elizabeth Anderson
Wyatt, Tarrant & Combs, LLP

Photo: Turney P. Berry

Turney P. Berry
Wyatt Tarrant & Combs, LLP

Photo: Kelly Gannott

Kelly Gannott
Kentucky ElderLaw, PLLC

Photo: Grace Giesel

Grace Giesel
Brandeis School of Law

Photo: Stephanie McGehee-Shacklette

Stephanie McGehee-Shacklette
Berry & McGehee PLLC

Photo: Christopher J. Ryan, Jr.

Christopher J. Ryan, Jr.
Brandeis School of Law

Photo: Misty Vantrease

Misty Clark Vantrease
Kentucky ElderLaw, PLLC



Lars S. Smith
Dean and Samuel J. Stallings Professor of Law, University of Louisville Brandeis School of Law

R. Thomas Blackburn Jr.
Professor of Law, University of Louisville Brandeis School of Law

8:30 AM
Recent Developments in Professional Responsibility
Grace M. Giesel, Bernard Flexner Professor and Distinguished Teaching Professor, University of Louisville Brandeis School of Law
8:45–10:45 AM
Break 10:45–11:00 AM
Online Estate Planning: Is it Really That Bad?
Kelly Gannott, Kentucky ElderLaw, PLLC
11:00 AM–12:00 PM
(on your own)
12:00–1:00 PM
In Perpetuity: Reforming Irrevocable Trusts
Christopher J. Ryan, Jr., Assistant Professor, University of Louisville Brandeis School of Law
1:00–2:00 PM
It’s all About “Success” — Building Successful Business Succession Plans
Stephanie McGehee-Shacklette, Berry & McGehee PLLC
2:00–3:00 PM
Break 3:00–3:15 PM
Home Is Where the Heart Is: How to Help Clients Stay Home and Get the Care They Need
Misty Clark Vantrease, Kentucky Elder Law PLLC
3:15-4:15 PM
Current Developments in Estate Planning
Turney P. Berry, Wyatt, Tarrant & Combs, LLP
Mary Elizabeth Anderson, Wyatt, Tarrant & Combs, LLP
4:15-5:30 PM


This year's Institute will be conducted online using Microsoft Teams. For the best experience, we recommend downloading and using the Teams desktop app.



Registration Deadline

12:00 AM EDT, June 28, 2022

CLE Credit

Seven and a quarter (7.25) total CLE hours from Kentucky and Indiana Bar Associations, including two (2) hours satisfying KY Ethics requirement, pending approval.

Refund Policy

Registration fees cannot be refunded, but substitutions are permitted.

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Contact Us

Tracie Cole