The 20th Annual Estate & Charitable Gift Planning Institute For Professional Estate Planners
TOPIC: "Estate and Charitable Planning in a New Era: Navigating the Winding Road"
September 19, 2012 at The Kroc Center
Guest Speakers: Attorneys Ann B. Burns and Lawrence P. Katzenstein
Time: 9:00 AM - 3:30 PM
Registration Begins at 8:00 AM
In these times of unprecedented uncertainty, everyone involved in estate planning is seeking more guidance than ever. Ethical considerations, fiduciary liability issues and staying abreast of current developments can be challenging, but Ann and Lawrence are here to help!
Agenda:
9:30 am - 10:30 am
Ethics Session * Ann Burns * Traveling the Winding Road of Ethical Considerations
10:30 am - 12:00 noon
Session I * Ann B. Burns * 2012 Recent Developments and Planning Opportunities
12:00 noon – 1:00 pm
Lunch Break
1:00 pm - 3:00 pm
Session II * Lawrence P. Katzenstein * A Potpourri of Charitable Planning Tricks and Traps
3:00 pm - 3:30 pm
Session III * Ann B. Burns & Lawrence P. Katzenstein * Questions and Answers
3:30 pm – Conclusion
Free CLE, CFP, CTFA, CPE, CLU credits earned.
This event is for Attorneys and Estate Planners
Seminar and lunch are complimentary
