The Law Firm of Kirkland Woods & Martinsen LLP is pleased to announce that five of its attorneys were selected by Super Lawyers as top-rated attorneys. This honor is awarded to only 5% of Missouri and Kansas lawyers. In addition, KWM partner John Challis was included in the list of Top 50 attorneys in St. Louis, Missouri.
Kirkland Woods & Martinsen focuses its practice on estate planning, administration, litigation, and related matters. The firm has four offices in Liberty, Missouri; Overland Park, Kansas; Springfield, Missouri; and St. Louis, Missouri. The firm has fourteen attorneys across these offices and assists individual and business clients in all matters relates to trusts and estates. More information is available at www.kwm-law.com.
We are pleased to announce Bob Kirkland's latest speaking engagement will be tonight at The Greater Boca Raton Estate Planning Council. His topic is "Estate Planning with Retirement Assets”
We are pleased to be recognized in the 2020 Edition of U.S. News – Best Lawyers “Best Law Firms”.
To be eligible for a ranking, a firm must first have a lawyer recognized in The Best Lawyers in America©, which recognizes the top 5% of private practicing lawyers in the United States. Several of our lawyers were recognized as The Best Lawyers in America©, and Bob Kirkland and John Challis received additional recognition as “Lawyer of the Year”.
Achieving a tiered ranking signals a unique combination of quality law practice and breadth of legal expertise.
Bob Kirkland has the honor of presenting again at the 56th Annual Hawaii Tax Institute. He will be presenting over the next two days:
11/5: Using the Tools from Our Daily Toolbox for Asset Protection Objectives Common wealth transfer planning tools in a Wealth Transfer Advisor’s toolbox also serve an asset protection objective. Clients also want asset protection as one of their planning objectives. Before one leaps into complicated asset protection techniques, Wealth Transfer Advisors should first look in their planning toolbox and cover the basics. This session will focus on these tools, including retirement plan savings, spousal joint tenancies, business entity formation, using applicable state exemption statutes, and gifting. DAVID J. BEETON, Private Risk Advisor ROBERT K. KIRKLAND, Attorney KATARINNA MCBRIDE, Attorney
11/6: FIDUCIARY It Isn’t over till the Post-Mortem Planning Is Done Planning does not end at death. The post-mortem administration of an estate or trust involves many choices, both tax and non-tax-related. This session will cover the spectrum of post-mortem planning, from relatively routine decisions (e.g. selection of fiscal year, allocation of assets to sub-trusts) to opportunities and strategies (e.g. disclaimers, tax elections, IRA and retirement plan elections and decisions). The panel will generally use a checklist approach, and sample checklists will be included in the materials. ROBERT K. KIRKLAND, Attorney JOHN T. ROGERS, JR., Attorney
Bob Kirkland's latest presentation "Saving the Retirement Nest Egg – Recent Developments in Estate Planning for Retirement Assets" at the 41st Annual Duke University Estate Planning Conference highlighted several recent developments in the area of estate planning for these assets.
Five lawyers from Kirkland, Woods & Martinsen, LLP were recognized in The Best Lawyers in America© 2020.
We are pleased to announce Bob Kirkland, Scott Martinsen, Dan Wheeler, John Challis and Dick Woods have been recognized in The Best Lawyers in America© 2020.
Best Lawyers®, the only purely peer-review™ guide to the legal profession, announced the 2020 Edition of The Best Lawyers in America on August 15, 2019. Lawyers named to The Best Lawyers in America© publication were recognized by their peers in the legal industry for their professional excellence in 146 practice areas. For the 2020 Edition of The Best Lawyers in America, 8.3 million votes were analyzed, which resulted in the inclusion of more than 62,000 lawyers, or approximately 5% of lawyers in private practice in the United States. Lawyers are not required or allowed to pay a fee to be listed; therefore inclusion in Best Lawyers is considered a singular honor.
"WHO GETS YOUR DIGITAL STUFF WHEN YOU’VE LOGGED OFF FOR THE FINAL TIME"
Sponsored by the Trust Management Association, Inc., the Trust & Wealth Executive Seminar brings together the chief executive officers, presidents, and senior trust, private banking, wealth management and investments executives from the 50 largest trust institutions in the United States. The annual seminar is an opportunity for members to connect and provides them with a platform to examine challenging topics, share solutions and strategically think about important issues facing the leadership of the trust and wealth management industry.
Bob Kirkland, representing Kirkland Woods & Martinsen, will be speaking at the May 1st Trust and Wealth Executive Seminar.
Join us in congratulating John Challis on his nomination and election to ACTEC Trust & Estate Talk! https://www.actec.org/about-us/purposes-of-the-college/