Best Planning Ideas for 2020 Panel Discussion

Date: Monday, January 27, 2020
Time: 12:00pm - 1:15pm
Location: Missouri Athletic Club, 405 Washington Avenue, St. Louis, Missouri 63102
Speaker: Steve Gorin, John Scott, Michael Tessler, Kathleen Bilderback


About the Program

A panel of experts including Steve Gorin of Thompson Coburn, John Scott of Anders and Michael Tessler of BUI, moderated by Kathleen Bilderback, will discuss the latest developments and the best estate, tax and business planning ideas of 2020. Topics will include the effects of the SECURE Act on current retirement planning, the opportunities and threats associated with common estate and business planning tools, and how to motivate clients to get into planning mode and act.

About the Speakers

Steven B. Gorin is a partner at Thompson Coburn LLP.  He practices trust & estate law and helps owners structure closely-held businesses.  Steve has practiced law for over 25 years and practiced accounting for 8 years before that.  He is a member of the Business Planning Committee and the Employee Benefits in Estate Planning Committee of the American College of Trust & Estate Counsel and is vice chair of the Committee on Governmental Submissions for the American Bar Association's Real Property, Trust & Estate Law Section.

John Scott is a partner in AMD's Tax Services Group and is active in Manufacturing and Distribution Services and Family Wealth and Estate Planning specialties. He offers dedicated resources and critical thinking to address complex issues in this industry, the hospitality and gaming industries and law firms. John has extensive experience in helping clients be more efficient, competitive and profitable. John also specializes in estate planning services at the firm with clients including individuals, families, law firms and owners.

Michael Tessler is a sought after resource by financial advisors all over the country. With experience in the home office and the field, his perspective and understanding of the life insurance business is broad. Today, Michael serves as the president at Brokerage Unlimited, Inc., a firm that assists financial service professionals with the implementation of wealth transfer and wealth protection strategies.

Kathleen W. Bilderback specializes in estate, business and executive benefits planning and estate and executive compensation planning with life insurance. Formerly, she was a member at of the Advanced Markets Group of MetLife, where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries. Prior to joining GenAmerica Financial (a MetLife company) in 1996, she was in private practice.

Reservation Policy

All attendees are encouraged to register in advance.  Meeting cost is $25 for members and $50 for guests.  If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting.

Regular Meal

Southwest Caesar Salad, Chicken Enchiladas w/ Green Chili Sauce, Refried Beans & Spanish Rice

Continuing Education

EPCSTL has requested approval for continuing education in the following areas: Banking, Missouri Life & Health Insurance, MCLE and CFP. 

EPCSTL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Complaint resolution policy: please note your problem in the speaker evaluation.

CPE Information for CPAs

       CPE Learning Objectives

  • Have a working knowledge of Special NeedsTrusts
  • Have a working knowledge of ABLEAccounts
  • Be able to advise others about the appropriateness of ABLE Accounts and Special NeedsTrusts

       Delivery Method: Group-live setting
       Earn 1 CPE Credits for this session. 
       Field of Study: Specialized knowledge.
       Program: Intermediate 
       Prerequisites: There are no prerequisites or advanced preparation for this session.
       Who should attend: Everyone at all levels

A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.

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