What Could Possibly Go Rwong?

Date: Tuesday, November 5, 2024
Time: 11:45am - 1:15pm
Location: South Sioux City Marriott
Speaker: Jay E. Harker, JD

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Don't let your clients choose the wrong drivers for their estate planning bus.

Jay E. Harker is Senior Vice President at Stifel Trust Company, N.A. in St. Louis, Missouri.  He has been in the trust industry since 1982.

Jay is a long-time member of the Estate Planning Council of St. Louis, is past Chair of the Probate and Trust Law Steering Committee of the Bar Association of Metropolitan St. Louis, and past Chair of the Missouri Bar’s Corporate Fiduciaries Subcommittee.  He has authored numerous articles and presented educational seminars for attorneys, CPAs, clients and financial professionals nationwide, and is the author of the book What Could Go Rwong? The Definitive Guide to Choosing the Right Trustees for Your Estate-Planning Bus, and How Things Can Go Horribly Wrong if You Don’t (2024).

Jay graduated from St. Louis University School of Law (cum laude) in 1991, where he was Assistant Managing Editor of the St. Louis University Law Journal.  He holds a Ph.D. from the University of Illinois and a B.A. Ball State University.  In addition, Jay has completed the Certified Trust and Financial Advisor (CTFA) education program through the Institute of Certified Bankers, and the CFP® Professional Education Program through the College for Financial Planning (not a currently certified CFP®).

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