The Salvation Army 19th Annual

Estate & Charitable Gift Planning Institute 

  
  
Wednesday, September 14, 2011   9 am - 4 pm
Register today for the FREE Insitute
featuring
Ann B. Burns and Charles "Clary" Redd

to be held at PNC
1 Old Capitol Plaza North
Springfield, Illinois

The Springfield Salvation Army along with our sponsors PNC and the Community Foundation for the Land of Lincoln will present a free web-cast of a live seminar for estate planning professionals on the Third Floor of PNC.

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 September 1st .  Use the form below to register.

Schedule

ETHICS SESSION  9:30 a.m.- 10:30

Charles A. “Clary” Redd

 How Ethical Rules Govern the Conduct of Estate Planners:

• Joint representation               
• Conflicts of interest
• Confidential communications
• Representation of clients with disabilities
• Execution of estate planning documents
• Continuing obligation of an estate planning attorney
after conclusion of project    

SESSION I  10:30 a.m.- Noon

Ann B. Burns

 Looking Through the Crystal Ball

• 2010 Estate Administration
• 2011-12 Tax planning opportunities
• Use of disclaimers to provide flexibility
• Reasonable possibilities for new estate tax law
• How to qualify a trust as a grantor trust

LUNCH   12:00 noon—1:00 p.m.

SESSION II  1:00 p.m.- 3:00

Charles A. “Clary” Redd

Identifying and Avoiding Breaches of Fiduciary Duty

• Administration of estates of 2010 decedents
• Investment issues
• Effect of exculpatory clauses
• Required disclosures to beneficiaries
• Trustee’s exercise of discretion regarding
Distributions to beneficiaries

SESSION III 

Overview Discussion/Q&A

3:00 p.m. – 3:30

Ann Burns and Clary Redd 

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.

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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.