The Changing Climate of Estate & Charitable Planning:
What's Hot & What's Not
Hosted by:
Community Foundation of the Fox River Valley
Presence Mercy Medical Center
The Salvation Army
The American Taxpayer Relief Act of 2012 was signed into law on January 2, 2013 and purports to make permanent many of the favorable tax reforms enacted since 2001. During the webcast, our presenters will address the impact of the new tax law and other recent developments and discuss creative and practical techniques for estate and charitable planning today.
Ann Burns and Katherine Miree will discuss changing ethical standards for all planners and provide helpful advice for staying on the right side of ethical concerns.
SESSION TWO
10:30 a.m. - 12:00 p.m.
"Development & Planning Opportunities"
Ann Burns will discuss the opportunities that remain following the Relief Act. She will review current tax rulings and case law updates and address strategies to help clients attain tax and nontax-related goals.
SESSION THREE
1:00 - 3:00 p.m.
"Ten Smart Charitable Planning Ideas"
Katherine Miree will discuss the impact that the Relief Act has on charitable giving and various giving strategies for families and individuals.
SCHEDULE, PRICING & CONTINUING EDUCATION CREDITS
Webcast Schedule
9:00 - 9:30 a.m.
Registration & Continental Breakfast
9:30 - 10:30 a.m.
Session One
10:30 a.m. - 12:00 p.m.
Session Two
12:00 - 1:00 p.m.
Lunch
1:00 - 3:00 p.m.
Session Three
3:00 - 3:30 p.m.
Wrap Up / Q&A
Early Bird Registration Rate:
$35 Per Person
After September 13:
$45 Per Person
Continental breakfast and lunch is included.
Continuing Education Credits:
CLE:5 Credits, including 1 Ethics
CPE: 6 Credits, including 1 Ethics
CTFA: 5.75 Credits, including 1.25 Ethics
CFP: Applied for
Attendees need to be present for the entire webcast to receive CE Credits.
SCHEDULE, PRICING & CONTINUING EDUCATION CREDITS
Ann B. Burns
Principal,
Gray Plant Mooty
Katherine W. Miree
President,
Katherine W. Miree and Associates
Ann's practice focuses on estate planning, business succession planning, estate and trust administration, and fiduciary and tax litigation. Ann is the chair of the Trust, Estate & Charitable Planning group.
Katherine provides a full range of planned giving, endowment, and foundation management services designed to help charities build long-term financial stability through planned gifts and endowment.
