2026 Tax and Estate Planning Institute

Click the "Register Now" button to sign-up for this event. Lunch is provided to in-person attendees.

Join us for the 2026 ISBA Tax and Estate Planning Institute – the premier event for professionals looking to stay ahead in tax and estate planning. Whether you're a seasoned attorney or just starting out, this CLE program offers valuable insights, expert speakers, and networking opportunities to help you navigate the evolving landscape of tax law and estate planning.

SCHEDULE
8:00 - 9:00 - Planning for Disabled Beneficiaries, Including Use of Special Needs Trusts and Supplemental Needs Trusts - Greg Kenyon, Dickinson Bradshaw Fowler & Hagen, PC  
9:00 - 10:00 - Ethics - Tara van Brederode, Attorney Disciplinary Board, Iowa Supreme Court
10:00 - 10:15 - Break
10:15 - 11:15 - Mathematics of Estate Planning and Tools - Paul Morf, Simmons Perrine PLC
11:15 - 12:30 - IDOR Update - Kurt Konek, IDOR
12:30 - 1:15 - Lunch (provided with in-person registration)
1:15 - 2:45 - Harvest of Change: Navigating the 2026 Shift in Agricultural Law and Taxation - Prof. Roger McEowen, Washburn University School of Law
2:45 - 3:00 - Break
3:00- 3:30 - Social Security Questions - Roger Abel, Premier Investments and Wealth Management 
3:30 - 4:30 - Ways to Modify and/or Terminate Irrevocable Trusts - Alexandra Ransom, Simmons Perrine PLC

CLE CREDIT (pending)
7.25 state CLE hours which includes 1 ethics hour

IRS credit is not provided for this seminar.

REGISTRATION FEES
The prices below reflect the standard registration fee rate. Beginning May 21, a $50 late fee will be added on to all registration amounts except for law students and ISBA CLE Season Pass Holders.

ISBA Taxation & Probate, Trust & Estate Planning Law Section Members - $170
ISBA Members - $190
ISBA YLD (Years 1-5) - $125
Non-ISBA Members - $300
Law Students - Free
ISBA CLE Season Pass Holders - Free

Contact the ISBA's Membership Department at 515-697-7870 to join an ISBA section. Fee to join a section is $20.

ATTENDANCE PREFERENCE
Please select attendance preference (In-person or Live Webinar) when registering for this event. In-person attendance will take place at the ISBA Building (625 E. Court Ave., Des Moines, IA 50309). Lunch is provided to in-person attendees.

MATERIALS
Once registered, any event materials will be located below. From there, registrants can download the materials of their choosing. Please make sure you're signed into the ISBA website when trying to access materials.

Sponsored by the ISBA Taxation and ISBA Probate, Trust & Estate Planning Law Sections

Any cancellations must be received by May 21, 2026. Please send cancellation request to cle@iowabar.org or call 515-697-7874.