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Estate Planning Seminar
The 17th Annual Roy Adams
Estate & Charitable Gift Planning Institute
featuring Roy M. Adams
Monday, September 14, 2009 9 am - 4 pm
Register today for the FREE seminar
to be held at National City Bank
1 Old Capitol Plaza North
Springfield, Illinois
The Springfield Salvation Army along with our sponsors National City Bank and the Sangamon County Community Foundation will present a free web-cast of a live seminar for estate planning professionals on the Third Floor of National City Bank.
Coping with Change: Like It or Not
Featuring Roy M. Adams and Christopher Hoyt
The Salvation Army is pleased to present this FREE seminar, complete with FREE continuing education credits.
AGENDA:
- Ethics Session - 9 - 10 a.m.
Fiduciary Liability - Ethics and All That, Roy M. Adams
- Exoneration provisions violate public policy.
- Retention of assets - still a prickly pear.
- Session I - 10 a.m. - Noon
- The Big Bang!, Roy M. Adams
In the universe of estate planning, what is going on about us is truly the equivalent of the Big Bang theory as it pertains to the World's origination. New rules push us to understand not only what was done in the past is more important than ever, but also what we will do in the future truly represents fundamental change.
- Legislative proposals concerning the estate, gift and generation-skipping transfer tax system.
- The $3,500,000 Federal exemption and its implications for planning, including state death tax variations.
- Valuation issues, particularly the Alternate Valuation Date and valuation penalties.
- Our old friend, Section 2036, with final regulations.
- Cases that sting!
- To "FLOP" or Not..., Roy M. Adams
Is the climate now improving for certain Family Limited Partnerships, or is improvement too frail to be trusted?
- Family Limited Partnerships and Limited Liability Companies - a blend of the old and the new.
- Lunch (provided) - Noon - 12:45 p.m.
- Session II - 12:50 - 3 p.m.
How to Do Your Roth IRA Conversion in 2010, Christopher Hoyt
- In 2010, wealthy individuals will finally be able to convert regular IRAs, 401(k) accounts and 403(b) accounts to Roth IRAs without any income limitation. How is it done? Should it be done?
- A summary of the rules for 2010, including deferring income into 2011 and 2012 from the Roth IRA conversion.
- If investments fluctuate during 2010, how can a Roth IRA conversion be undone and what are the implications?
- A summary of other recent developments involving retirement plan distributions, including challenges and solutions from charitable bequests of retirement plan assets.
- Session III - 3 - 4 p.m.
Charitable Uproar, Roy M. Adams and Christopher Hoyt
There is a right and wrong way to do everything.
- Effect of unrelated business taxable income on charitable remainder trusts - new rules.
- IRA Charitable rollover extended.
- Charitable deduction of donated stock reduced because of future consolidation.
- Estate tax charitable deduction denied despite reformation of trust - watch the date.
- Questions & Answers
This FREE, live event is open to attorneys, certified public accountants, financial planners, chartered life underwriters and other investment professionals. A Free lunch is included.
Deadline to register is Monday, August 31. Use the form below to register.
Il CLE credits of 6.75 general CLE hours and 1 hour of ethics have been applied for and are penting
Insurance credits for both Iowa and IL have been applied for and is pending.
CFP and CTFA credits are pending.
Applied for and pending are CPE credits for 7 tax hours and 1 hr. regulatory ethics.
GENERAL INFO & AGENDA
Everything an estate planner does is almost universally driven by tax considerations and some very important non- tax objectives. Balancing the two is an art. Every recommendation made, and every recommendation not made, both combine to measure the caliber and completeness of advice. Recent developments flow like a waterfall from multiple sources both Federal and state. Staying on top of what is going on, particularly change, is a must.
 
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