Speaking & Conversations

Helping Individuals, Families, Professionals, and Communities Navigate Legacy, Planning, and Purpose

Whether speaking to a room of attorneys, a church congregation, parents of children with special needs, or a community organization, Riley Kern’s goal is the same: helping people have thoughtful conversations about the people, values, and responsibilities that matter most.

Riley is not merely an estate planning attorney who occasionally speaks. He has an extensive background in education, ministry, and performance, helping different communities engage with planning, caregiving, stewardship, disability planning, and legacy in ways that address their unique perspectives and needs.

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Topics & Audiences

Conversations for Every Room

For Families and Community Groups

Popular presentations include:

  • Estate Planning Basics
  • Why Families Need More Than a Will
  • Protecting the People You Love
  • Planning for Incapacity
  • Understanding Probate and Guardianship
  • The Legacy Conversation
  • Good Grief: Reducing Conflict Through Planning

These presentations are designed for community organizations, employee groups, civic clubs, and educational programs.

For People with Special Needs

Having personally worked with many families navigating long-term planning for children and dependents with special needs, Riley regularly presents on:

  • Special Needs Trusts
  • Guardianship
  • Transition Planning for Adulthood
  • Protecting Government Benefits
  • Long-Term Caregiving Considerations
  • Building a Support Network Beyond Parents

Ideal for

Parent groupsSchoolsDisability organizationsTransition programsAdvocacy groups

For Faith Communities

Many families want their planning decisions to reflect their deepest beliefs and values. Topics include:

  • Stewardship, Legacy, and Estate Planning
  • Estate Planning Through a Faith Lens
  • Caring for Family and Community Beyond Your Lifetime
  • Charitable Planning and Generosity
  • Legacy as More Than Financial Wealth

Mindful Estate Planning

Exploring how thoughtful planning can reduce anxiety, clarify values, and create peace of mind for ourselves and the people we love.

For Professional Audiences

Riley regularly speaks to attorneys, financial advisors, accountants, trust professionals, insurance professionals, and other advisors on advanced planning topics. Recent presentations have included:

  • Tax Law Updates
  • Trust and Estate Updates
  • Retirement Trusts After SECURE
  • Asset Protection for Long-Term Care
  • Probate and Non-Probate Assets and Taxation
  • Family Farm and Ranch Succession Planning
  • Digital Assets, Blockchain, and Estate Planning
  • Estate Planning for LGBTQ Individuals and Families
  • Planning for Married Clients with Separate Property
  • Tax and Gift Planning Strategies
  • Trust Decanting for Attorneys

Presented for organizations including NAIFA, OSCPA, OBA EPPT, NBI, TCBA, TEPF, and NAELA.

Not Just a Lecture

The best events are often conversations rather than presentations.

In addition to traditional keynote presentations, Riley is available for workshops, panel discussions, facilitated conversations, retreats, webinars, podcasts, and Q&A sessions.

Frequently Requested Formats

However Your Group Gathers

Lunch & Learn ProgramsCLE PresentationsCE PresentationsConference Breakout SessionsKeynote PresentationsChurch and Community WorkshopsParent Education ProgramsPodcast InterviewsPanel Discussions
Selected Presentations

Recent Talks

Planning for Married People with Separate Property
Decanting Trusts in Oklahoma: When, Why, and How to Pour an Old Trust into a Better Vessel
Deep Roots, Flexible Branches: Modifying Irrevocable Trusts
Beneficiary-Controlled Trusts: Asset Protection Without Giving Up the Keys
Trust Protectors: The Most Underutilized Tool in Modern Trust Planning
Estate Planning for LGBTQ Individuals and Families
Keeping the Farm in the Family: Succession for Family Farms and Ranches
Tech and Estate Planning: Blockchain, ART, and Digital Assets
What Every Caregiver Needs to Know About Estate Planning
Who Should Be the Beneficiary of Your IRA: Individuals, Trust, or Charity?
Qualifying for Medicaid without Going Broke
Unsung Heroes: The Most Important Trust Provision You’ve Never Discussed
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Bring the Conversation to Your Group

Riley is available for in-person and virtual presentations throughout Oklahoma and beyond.

CONTACT US

Get in Touch

(918) 720-0984

hello@rootsep.com

2626 E 21st St, Suite 2
Tulsa, OK 74114

Let's get started.

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Estate planning rooted in what matters most.

Contact

(918) 720-0984hello@rootsep.com2626 E 21st St, Suite 2
Tulsa, OK 74114

Office Hours

Mon–Thu: 9am – 5pm

Fri: 9am – 2pm

Sat–Sun: Closed

The information on this website is for general informational purposes only and is not legal advice. Contacting Roots Law does not create an attorney–client relationship.

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