|
Shannon
K.
Barks
Experience
Planning for wealth preservation and preparation of estate planning documents. Planning for and implementation of sophisticated tax reduction strategies. Administration of complex estates and trusts. Charitable planning, creation and establishment of tax exempt organizations and private foundations. Business succession planning and tax planning for owners of closely held businesses. Presenter at estate planning seminars and continuing legal education programs. Fiduciary for multi-million dollar trusts and estates.
Education
-
University of Kansas, J.D., 1990
-
Wichita State University, B.A., 1987
-
The American College, CLU designation, 1997
-
The American College, ChFC designation, 1998
Admissions
-
Missouri, 1991
-
Kansas, 1990
Professional Affiliations
Professional Associations and Activities
-
Kansas Bar Association
-
The Missouri Bar, Probate and Trust Committee
-
Kansas City Metropolitan Bar Association
-
Johnson County Bar Association
-
Estate Planning Society of Kansas City
Charitable Associations and Activities
-
Wayside Waifs, Board of Directors
-
Safehome, Board of Directors
-
Johnson County Arts Council Shooting Stars Scholarship Award Program, Chairperson, 2006
- Johnson County Arts Council, Board of Directors, 2005-2007
- Children's Mercy Hospital Donald H. Chisholm Planned Giving Council
|
Publications |
Article, Waive Hello to New Charitable Remainder Trust Spousal Consent Rules, Children's Mercy Hospital's Estate Planning Matters, Fall 2005 Issue Author, Tax Advantaged Retirement Planning: Selling Life Insurance in the Roth IRA Market, Journal of the American Society of CLU & ChFC, July 1998 (Winner, Journal Author Award) Author of numerous articles on subjects such as estate and gift tax issues, sophisticated estate planning strategies, planning for saving for college education and retirement planning.
|
Presentations
- Speaker, Estate Planning for Non-Citizen Spouses, Douglas County Estate Planning Society, January 2008
- Speaker, Small Business Workshop, Johnson County Community College, October 2007
- Speaker, Finding the Best Baskets for Your Eggs, Kansas State Treasurer's Office, October 2005
- Speaker, Practical Estate Planning Solutions, Kansas City Chapter, Women's Life Underwriter's Association, October 2005
- Speaker, Missouri and Kansas Estate Tax after the Economic Growth and Tax Reconciliation Relief Act of 2001, Kansas City Chapter, Missouri Society of Certified Public Accountants, September 2005
- Speaker, New Developments in Estate Planning, Johnson County Bar Association, October 2004
- Speaker, HIPAA Privacy Regulations: How Do They Impact Estate Planning? Douglas County Estate Planning Society, September 2004
- Speaker, New Developments in Estate Planning, Kansas City Chapter, Society of Financial Service Professionals, September 2004
- Speaker, State and Federal Legislative and Case Law Update - Estate Planning, Annual Plaza Lights Institute, Kansas Bar Association, December 2003
- Speaker, Kansas Inheritance Tax and Succession Tax, Third Annual CLE Slam Dunk, Kansas Bar Association, February 2003
- Speaker, Cutting Edge Estate Planning, Annual Estate and Trust Institute, The Missouri Bar, October 2002
|