We are very pleased to announce the hiring of Joshua S. Rose as an attorney in our St. Louis office. Josh is an experienced attorney who assists clients with fiduciary litigation, estate planning, and estate and trust administration. Josh is a 2018 graduate of St. Louis University School of Law and a 2015 graduate of Milliken University. He is a regular volunteer at Ministries Unlimited Food Pantry, and proudly mentors future lawyers as a judge at the annual Illinois Undergraduate Moot Court Competition. Josh is licensed to practice law in both Missouri and Illinois.
Josh Rose can be reached by telephone at 314-944-5205 or by email at email@example.com or by visiting his profile: https://www.kwm-law.com/joshua-s-rose.html
Robert K. Kirkland & Alice Haseltine will be presenting at the 2020 MOKAN Trust & Financial Services Conference "Quicksand! Ethical Hazards for Trust Officers and Fiduciary Services Companies" on Monday, August 17th.
If you need are professional looking for continuing ed credits check out the entire program:
Bob Kirkland has the honor of speaking at the Central Iowa Society of Financial Service Professionals on Wednesday, June 17, 2020 at the Des Moines Golf and Country Club.
Bob will be giving his presentation: "Pixar for Estate Planners" which emphasizes the need to plan ahead for the disposition and security of digital assets as well as instruct professionals how to administer such assets post death.
For more information visit:
Bob Kirkland presented The SECURE (“Sending Everyone Cowering Under Reduced Expectations”) ACT and Other Recent Developments in Estate Planning for Retirement Assets via webcast at the 47th Annual Midwest Estate Tax & Business Planning Institute that was to be held in Indianapolis.
Bob Kirkland will again be presenting at the American Law Institute Continuing Legal Education Planning for Large Estates. This year the event is being held via webcast.
Bob's presentation this year is entitled "Recent Developments in Planning for Retirement Assets " and it will cover the SECURE Act passed by Congress right before the end of 2019.
This Act represents a sea change in the area of estate planning for retirement benefits. Mr. Kirkland will discuss a summary of this new law, open questions left in its wake, and planning ramifications going forward. Additionally, there are a number of other event developments in planning for retirement assets, which will also be covered.
Register today at:
During these unprecedented times, it is our pleasure to announce the addition of Susan Teason as an attorney at our firm. She will officially start on Monday, April 6, 2020.
To Our Clients and Friends:
We must all do our part to help contain the spread of COVID-19. While we continue to serve your legal needs, for the health and safety of our clients and employees, we have made the decision to temporarily close all four of our physical offices. Rest assured that we remain fully operational and the attorneys and staff of Kirkland Woods and Martinsen LLP are working remotely and have full access to email and voicemail during this time. A directory of our attorneys and their contact information is available here: https://www.kwm-law.com/professionals.html.
We appreciate your patience and understanding while we work hard to ensure that you continue to receive the highest level of service from us. We look forward to welcoming you back into our physical office locations as soon as it is safe to do so.
We wish you and your families good health!
-The Attorneys and Staff of Kirkland Woods & Martinsen, LLP
Bob Kirkland had the honor of speaking at two different events in February.
First, he presented at the 2020 Florida Tax Institute in Tampa:
His presentation "Dawn of the Dead - The Planning Continues Beyond the Grave" addressed issues that estate planning attorney's regularly encounter upon a client's death such as trust modifications, timely actions and tax reduction planning with respect to qualified retirement plans and IRAs, managing, securing and disposing of the decedent's digital presence, possible disclaimers, and income, gift and estate compliance.
Most recently he presented at the Southwest Florida STEP event today regarding Digital Assets.
The Business Focus of