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Shannon Barks regularly represents clients in the following matters:

  • 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
  • Advise tax exempt organizations
  • Business succession planning and tax planning for owners of closely held businesses
  • Premarital and postmarital agreement planning
  • Special needs trust planning
  • Trust and estate litigation
  • Estate related income tax planning

Civic Involvement & Honors

    • Fellow, American College of Trust and Estate Counsel (ACTEC)
    • Best Lawyers®, "Lawyer of the Year," Litigation – Trusts and Estates, Overland Park, 2015
    • The Best Lawyers in America©, 2011-2016
    • Missouri/Kansas Super Lawyers, 2013-2016
    • Martindale-Hubbell® "AV" Rating
    • Martindale-Hubbell®, "Bar Register of Preeminent Women Lawyers," 2012-2014
    • Rose Brooks Center, Board of Directors, 2015
    • Wayside Waifs, Board of Directors, 2007-2014; Executive Committee, 2009-2013; Secretary, 2009-2010; Chair-Elect, 2011; Board Chair, 2012-2013
    • Children's Mercy Hospital Donald H. Chisholm Planned Giving Council, 2000-present, Executive Committee, 2006-present; Chair, 2009-2010
    • Safehome, Board of Directors, 2006-2008
    • Johnson County Arts Council, Shooting Stars Scholarship Award Program, Chairperson, 2006
    • Johnson County Arts Council, Board of Directors, 2005-2007
    • Martindale-Hubbell® "AV" Rating
    • Martindale-Hubbell®, "Bar Register of Preeminent Women Lawyers," 2012-2014
    • Rose Brooks Center, Board of Directors, 2015
    • Wayside Waifs, Board of Directors, 2007-2014; Executive Committee, 2009-2013; Secretary, 2009-2010; Chair-Elect, 2011; Board Chair, 2012-2013
    • Children's Mercy Hospital Donald H. Chisholm Planned Giving Council, 2000-present, Executive Committee, 2006-present; Chair, 2009-2010
    • Safehome, Board of Directors, 2006-2008
    • 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, 2000-present, Executive Committee, 2006-present; Chair, 2009-2010
    • Safehome, Board of Directors, 2006-2008
    • Johnson County Arts Council, Shooting Stars Scholarship Award Program, Chairperson, 2006
    • Johnson County Arts Council, Board of Directors, 2005-2007
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Professional Affiliations

    • American College of Trust and Estate Counsel, State Law Committee
    • Kansas Bar Association
    • Kansas Bar Association, Real Estate Probate and Trust Committees; Executive Committee
    • Kansas Judicial Council, Probate Law Advisory Committee
    • Missouri Bar Association
    • Missouri Bar Association Estate Trust & Elder Law Institute Planning Committee
    • The Missouri Bar, Probate and Trust Committee
    • Kansas City Metropolitan Bar Association
    • Johnson County Bar Association
    • Estate Planning Society of Kansas City, 1999-present; Director, 2013-2014; Asst. Secretary, 2015
    • Missouri Bar Association
    • Missouri Bar Association Estate Trust & Elder Law Institute Planning Committee
    • The Missouri Bar, Probate and Trust Committee
    • Kansas City Metropolitan Bar Association
    • Johnson County Bar Association
    • Estate Planning Society of Kansas City, 1999-present; Director, 2013-2014; Asst. Secretary, 2015
    • Kansas City Metropolitan Bar Association
    • Johnson County Bar Association
    • Estate Planning Society of Kansas City, 1999-present; Director, 2013-2014; Asst. Secretary, 2015
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Publications

  • Author, Chapters 3, 6, 18-20, Kansas Basic Will and Trust Drafting, Published by the Kansas Bar Association
  • Author, "No Contest Clauses in Kansas," The Journal of the Kansas Bar Association, September 2013
  • Co-Author, "Chapter 11-2013 Supplement Estate Planning Considerations," KBA Family Law Practitioner’s Guide
  • 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)

Speaking Engagements

  • "No More Wandrying in the Dark: Illuminating Defined Value Clauses," ACTEC 2016 Mo-Kan Conference, December 2016
  • "Disclaimers," Estate, Trust and Elder Law Institute, Missouri Bar Association, August 2016
  • "Recent Developments in Federal Law Affecting Estates and Trusts," 2015 Annual Estate and Trust Institute, September 2015
  • "Valuation Discounts: When Restrictive Terms in Buy-Sell Agreements are Disregarded," ACTEC 2014 Mo-Kan Conference, December 2014
  • "Disclaimers," The Practical Guide to Probate and Estate Administration, February, 2012, January 2013, January 2014, February 2016, February 2017
  • "Probate Procedure Under Chapter 59," Return to Green CLE, April 20, 2012
  • "Kansas Probate Administration – Decedents’ Estates," Johnson County Bar Association Law Practice Skills 101, October 27, 2011
  • "Portability: The New Estate Planning Fix?" Estate Planning Internship Program, October 20, 2011
  • "Modification and Termination of Trusts," 26th Annual Plaza Lights Institute, Kansas Bar Association, December, 2008
  • "Estate Planning Essentials," Moving Forward Together MS Conference and Expo - National Multiple Sclerosis Society, Mid America Chapter, November, 2008
  • "Estate Planning for Non-Citizen Spouses," Douglas County Estate Planning Society, January 2008
  • "Small Business Workshop," Johnson County Community College, October 2007
  • "Finding the Best Baskets for Your Eggs," Kansas State Treasurer's Office, October 2005
  • "Practical Estate Planning Solutions," Kansas City Chapter, Women's Life Underwriter's Association, October 2005
  • "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
  • "New Developments in Estate Planning," Johnson County Bar Association, October 2004
  • "HIPAA Privacy Regulations: How Do They Impact Estate Planning?" Douglas County Estate Planning Society, September 2004
  • "New Developments in Estate Planning," Kansas City Chapter, Society of Financial Service Professionals, September 2004
  • "State and Federal Legislative and Case Law Update - Estate Planning," Annual Plaza Lights Institute, Kansas Bar Association, December 2003
  • "Kansas Inheritance Tax and Succession Tax," Third Annual CLE Slam Dunk, Kansas Bar Association, February 2003
  • "Cutting Edge Estate Planning," Annual Estate and Trust Institute, The Missouri Bar, October 2002