Speaking Experience

Robert E. Kass is a frequent presenter on topics related to estate planning, wealth preservation, and charitable giving, to civic, religious, and professional groups, as well to members, donors and Trustees of charitable organizations. He also makes presentations to family meetings, drawing family members from around the country to review current planning and explore proposed estate planning from a multi-generational perspective.

Recent presentations for charitable or educational organizations, and those scheduled in the near future or in the planning stages, include the following:

Where There's a Will There's a Way, a mini-course in basic estate planning and charitable giving techniques, July 12, 2000, for the Michigan Opera Theatre as part of its "Learning at the Opera" series.

Significant Developments in Estate Planning & Charitable Giving Techniques (including an update on activities in Congress affecting the estate tax), for alumni, professors, and friends of the Wayne State University Medical School, in the planning stages, tentatively scheduled for October, 2000.

To Plan or Not to Plan (planning for the larger estate in view of the possibility of estate tax repeal), in the planning stages for Children's Hospital of Michigan, to be presented in 2000.

Transfer of Wealth in Blended Families (including planning for significant others and same-sex partners), for the Metropolitan Detroit Bar Association Annual Meeting, May 12, 2000.

Estate Planning for Second Marriages, for the Institute of Continuing Legal Education (ICLE)(Troy, Michigan, December, 1999, and videotaped for distribution throughout the State of Michigan). Extensive course materials and videotape (integrating slide presentation) are available for purchase from ICLE for $165.00, through its web site, www.icle.org, or call ICLE at (877) 229-4350 or (734) 764-0533 and ask for item #1999406508.

Significant Developments in Estate Planning & Charitable Giving Techniques (including an update on activities in Congress affecting the estate tax), jointly sponsored by Gleaners Community Food Bank of Metropolitan Detroit and the Food Bank of Oakland County, Michigan (Dearborn, Michigan, September, 1999, and Birmingham, Michigan, October, 1999); and for the Washtenaw Jewish Community Endowment Fund (Ann Arbor, Michigan, November, 1999).

Ten Points to Remember In Planning Your Estate, for the Baroness de Gunzourg Society of Women's American ORT (Glencoe, Illinois, May, 1999).

Advanced Estate Planning & Charitable Giving Techniques, for Women's American ORT (West Bloomfield, Michigan, April, 1999).

Basic Estate Planning, for Women's American ORT (West Bloomfield, Michigan, February, 1999).

Partners in Building a Strong Future, a presentation to the joint Boards of Directors of Goodwill Industries of Southeastern Michigan and Goodwill Industries Foundation to encourage participation by the directors in Goodwill's planned giving program (Detroit, Michigan, December, 1998).

Speaking references are available upon request.