Navigating the Estate Planning Maze: Strategies for Today's Advisors

In this session, Brandon M. Oldham, an experienced estate planning and tax attorney with Kirkland, Woods & Martinsen, will give professional advisors a thorough overview of the estate planning process.  He will advise on the uncertainty surrounding the future of the estate tax exemption. He will then discuss charitable giving strategies, including using charitable trusts.  Finally, he will review the complex rules of qualified retirement plans and the best strategies that should be employed when using them.

October 24, 2024
9:00 a.m. to 12:00 p.m.

Midwest Public Risk
19400 E Valley View Pkwy.
Independence, MO 64055
MAP

Seminar Highlights:

  1. Overview of the most common estate planning issues and the strategies attorneys use to address them.
  2. Strategies to mitigate the impact of the estate tax exemption cliff occurring on January 1, 2026.
  3. Using charitable trusts, donor advised funds, and private foundations for planned giving.
  4. Understanding the unique estate planning issues IRAs present and the best way to plan with them.
Brandon Oldham, JD
Kirkland Woods & Martinsen LLP

Brandon M. Oldham is an attorney with Kirkland Woods & Martinsen LLP, specializing in estate planning for high-net-worth families, trust and probate administration, business succession planning, and tax strategy.  Prior to joining the firm, Brandon spent three years practicing law in the estate planning group at a Kansas City law firm and one year practicing family law in San Francisco, California. 

Brandon received his Juris Doctor degree and an LL.M. in Taxation from the University of San Francisco, where he was recognized as the top student in his LL.M. program. While there, Brandon interned for two international law firms, Morgan, Lewis & Bockius, and Reed Smith, in their overseas offices in Beijing, China.
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Before beginning his legal career, Brandon served six years in the United States Army, with one tour in Iraq and one tour in Afghanistan.  During that time, he worked as an intelligence advisor for the National Security Agency, receiving an award in July of 2010 for being recognized as the top intelligence advisor in Iraq.

Brandon was recognized in Best Lawyers: Ones to Watch in the field of Trusts and Estates in both 2023 and 2024.
 

MO Bar CLE and CFP Board credits are available.