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Stay Ahead: Tax and Estate Planning Institute - May 22

Posted on: Apr 22, 2026
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Tax and estate planning law continues to shift in real time, and the 2026 ISBA Tax and Estate Planning Institute on Friday, May 22 is built to keep practitioners ahead of what’s coming next. Offered in-person at the ISBA Building in Des Moines or via live webinar, this full-day CLE program delivers practical updates, sharp analysis, and direct insights from leaders shaping the field.

The agenda moves well beyond theory, focusing on issues attorneys are actively confronting in practice—from trust planning to regulatory change to ethical obligations. Each session is designed to be immediately usable, not just informational.

Key sessions include:

  • Planning for Disabled Beneficiaries, Including Use of Special Needs Trusts and Supplemental Needs Trusts - Greg Kenyon, Dickinson Bradshaw Fowler & Hagen, PC  
  • Mathematics of Estate Planning and Tools - Paul Morf, Simmons Perrine PLC
  • Harvest of Change: Navigating the 2026 Shift in Agricultural Law and Taxation - Prof. Roger McEowen, Washburn University School of Law
  • Social Security Questions - Roger Abel, Premier Investments and Wealth Management

This program, which takes place 8:00 a.m. - 4:30 p.m., offers 7.25 state CLE hours, including 1 ethics hour, with lunch provided for in-person attendees. Registration is open now—secure your seat before May 21 when late fees apply and register today.

SIGN UP HERE

 

Visit the Iowa Bar Blog for more news.

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