CFT 2025 Professional Seminar featuring Robert Kirkland

Communities Foundation of Texas (CFT) will host Professional Advisors (CPA, Wealth Managers, Financial Planners) for our annual professional seminar. The Seminar will feature a two-hour presentation from Robert “Bob” Kirkland, of Sandberg Phoenix. Robert (Bob) Kirkland joined Sandberg Phoenix as a shareholder in 2025. He provides comprehensive legal counsel to individual clients, focusing on estate planning, tax strategies, and asset management. His practice includes drafting estate planning instruments and advising clients on estate and gift tax minimization, probate avoidance, gifting strategies, asset protection, charitable giving, and business succession planning. Bob also represents fiduciaries in estate, trust, and conservatorship administration matters. Bob is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is a member of the Fiduciary Administration Committee and Long Range Planning Committee, Bob has held numerous leadership roles, including Missouri State Chair, member of the ACTEC Board of Regents, and the ACTEC Executive Committee. He serves on ACTEC’s Employee Benefits Committee (past Chair), and the ACTEC Foundation Board of Directors. Recognized by The Best Lawyers in America for over 20 years and Super Lawyers in its most recent editions, Bob is a certified mediator, having completed ACTEC’s Effective Probate Mediation Training. He frequently mediates trust and estate disputes. In addition to his legal practice, Bob contributes to professional and civic organizations. He is Vice Chair of the Missouri Bar Probate and Trust Committee. As a founding Chancellor of the Heart of America ACTEC Fellows Institute, Bob supports the development of future estate planning professionals. A prolific author and sought-after speaker, Bob has presented at seminars and conferences nationwide, including those hosted by ACTEC, The Heckerling Institute, ALI-CLE, and the Missouri Bar, among others. His topics cover a wide range of estate planning and charitable giving issues, and he has addressed audiences at prestigious events like the Notre Dame Estate Planning Institute, the Southern Federal Tax Institute, and the UCLA Institute on Estate Planning.