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Tailoring the Estate Planning Wardrobe: Adapting Traditional Techniques for a Better Fit
September 21, 2015 @ 7:30 am - 1:30 pm| $35 - $50
The Salvation Army, Golden State Division, Office of Planned Giving The Salvation Army and the Community Foundation for Monterey Countyy are pleased to offer the 23rd Annual Estate & Charitable Gift Planning Institute LIVE webcast on Monday, September 21st, 2015 at 7:00am to 1:30pm. Participants are eligible to receive up to 6 hours of LIVE MCLE, CFP, CPE and CTFA credit (Pending).
Please join us as we discuss how recent developments affect our thinking about current estate plans and planning tools, as well as:
- Ethical crossroads in designing and implementing plans
- Recent developments in tax and case law
- Charitable planning in the current environment
- Determing which strategies to adopt and adapt.
The Estate & Charitable Gift Planning Institute webcasts are designed to display educational presentations made by national experts on topical issues. Absolutely no solicitations will be made from attendees.
Ann B. Burns, Esq.
and Samuel A. Donaldson, J.D., LL.M. (Taxation)
Special guest luncheon speakers:
Greg Chilton, Attorney at Law, Chilton & House, LLP
Kelly Campos, Senior Tax Manager, Bianchi, Kasavan & Pope, LLP
Early Bird Registration (prior to September 15th): $35
Late Registration (September 15th or later): $50
For more information, please contact:
Solange Hansen, Esq.
Planned Giving Director, The Salvation Army
(415) 503-2737 or (800) 994-9677