Learning Center

Legacy Planning for Blended Families

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Includes a Live Web Event on 05/21/2025 at 12:00 PM (MDT)

Join industry expert Catherine Moore, J.D., LL.M., and learn how to design estate plans and trusts that cater to the unique needs of blended and non-traditional families, as well as business owners. Equip yourself with the knowledge to help your clients protect and pass on their legacy exactly as they envision.

Disclaimer:
The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

  • By the end of the presentation, the participant will be able to explain the difference between testate and intestate succession.
  • By the end of the presentation, the participant will be able to explain the difference between a Power of Attorney (Attorney-in-Fact) and a Trustee
  • By the end of the presentation, the participant will be able to explain the difference between revocable and irrevocable trusts

Catherine E. Moore, J.D., LL.M.

Kembell Woods & Martinsen, LLP

Catherine Moore is of counsel at Kembell Woods & Martinsen, LLP. She focuses on estate planning, trust and probate administration, business succession planning and mediation. Ms. Moore earned her J.D. degree from the University of Missouri at Kansas City, a LL.M. in alternative dispute resolution from the University of Missouri – Columbia and LL.M. in taxation from the University of Missouri at Kansas City. Ms. Moore currently serves as the chair of the Missouri ADR Committee and is a board member of the Ozarks Technical Community College Board of Trustees. She is admitted to practice law in Kansas,Missouri and Arkansas.

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Legacy Planning for Blended Families
05/21/2025 at 12:00 PM (MDT)  |  60 minutes
05/21/2025 at 12:00 PM (MDT)  |  60 minutes Join industry expert Catherine Moore and learn how to design estate plans and trusts that cater to the unique needs of blended and non-traditional families, as well as business owners. Equip yourself with the knowledge to help your clients protect and pass on their legacy exactly as they envision.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available