Thursday, September 6, 2012

September 19/Many States: 20th Annual Estate & Charitable Gift Planning Institute #MCLE

In about two dozen states, the Salvation Army is offering a quality continuing education experiences on estate and gift planning via webcast viewable at locations in many cities. Programs are located in cities in the states for which credit is granted (see below). Lunch will be provided. Registration is NOW Open. Seats are limited so register ASAP.
Title:
20th Annual Estate & Charitable Gift Planning Institute
By: 
The Salvation Army
Credit:
5 Free continuing education hours for attorneys, CPAs, and trust officers.
When/Where:
Wednesday, September 19, 2012
10:30am-4:30pm
Multiple Locations Throughout the United States!  Look up your state here.
Credit:


  • CA 6 total includes 1.2 ethics
  • CO 6 total includes 1.2 ethics
  • DE 5 total includes 1 ethics
  • FL 6 total includes 1 ethics
  • IA 5 total includes 1 ethics
  • IL 5 total includes 1 ethics
  • IN 5 total includes 1 ethics
  • KS 6 total includes 1 ethics
  • KY 5 total includes 1 ethics
  • LA 5 total includes 1 ethics
  • MA n/a
  • ME 5 total includes 1 ethics
  • MN 5 total includes 1 ethics
  • MO 6 total includes 1.2 ethics
  • ND 5 total includes 1 ethics
  • NE 4.5 total includes 1 ethics
  • NH 5 total includes 1 ethics
  • NJ 6 total includes 1.2 ethics
  • NY 6 total includes 1.2 ethics
  • OH 5 total includes 1 ethics
  • PA 5 total includes 1 ethics
  • SC 5 total includes 1 ethics
  • TX 5 total includes 1 ethics
  • VA 5 total includes 1 ethics
  • VT 5 total includes 1 ethics
  • WI 6 total includes 1.2 ethics


More Information:
Please use the contact form and a representative will contact you.
Speakers:
  • Ann B. Burns is the chair of the Trust, Estate & Charitable Planning group at Gray Plant Mooty. Her practice focuses on estate and charitable planning, business succession planning, estate and trust administration, and fiduciary and tax litigation. Ann brings a unique mix of skills to her law practice as a certified public accountant (inactive) and a principal in the firm. She represents multi-generational families of wealth throughout the country, assisting and guiding them in their relationships with trustees and other advisors. Ann also represents individual and corporate trustees in estate and tax planning and in fiduciary controversies in state and federal courts. 
  • Lawrence Katzenstein practices in the firm’s private client services area with a concentration on estate planning and charitable giving, and representation of exempt organizations. He is a nationally known authority on estate planning and planned giving, and a frequent speaker around the country to professional groups. He has been retained by the Internal Revenue Service to provide continuing legal education programs to Internal Revenue Service estate and gift tax attorneys.  Larry is an adjunct professor at the Washington University School of Law where he has taught both estate and gift taxation and fiduciary income taxation. A former chair of the American Bar Association Tax Section Fiduciary Income Tax Committee, he is current chair of several Tax Section charitable planning subcommittees. Larry is also the creator of Tiger Tables actuarial software, which is widely used by tax lawyers and accountants as well as the Internal Revenue Service.
More:
http://www.thesalarmy.org/cont/ecgpi.htm

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