Loading Events

« All Events

  • This event has passed.

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 Countyare 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.

Presented by

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

Registration

Early Bird Registration (prior to September 15th): $35

Late Registration (September 15th or later): $50

Register Here

There is ample free parking. Breakfast and hot lunch will be provided by Cypress Court Reporting and The Choke Coach.

For more information, please contact:

Solange Hansen, Esq.
Planned Giving Director, The Salvation Army
(415) 503-2737 or (800) 994-9677
solange.hansen@usw.salvationarmy.org

Details

Date:
September 21, 2015
Time:
7:30 am - 1:30 pm
Cost:
$35 - $50
Event Categories:
,
Event Tags:
Website:
http://bit.do/ECGPI-Monterey

Organizer

Community Foundation for Monterey County
Phone:
831.375.9712
Website:
www.cfmco.org

Venue

CFMC Monterey
2354 Garden Road
Monterey, CA 93940 United States
+ Google Map
Phone:
831-375-9712