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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.

Featured speakers will be ROY M. ADAMS, managing member of Roy M. Adams & Associates PLLC, and a partner of Constantine/Cannon LLP.  He conducts and extensive national and international practice in the areas of estate and tax planning and administration and is Professor Emeritus of Estate Planning and Taxation at Northwestern University School of Law.   This experience includes estate and income taxation of distributions from retirement plans, the use of disclaimers for post-mortem tax planning, estate planning for international clients and sophisticated estate plan drafting.

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.

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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.

Detailed information of various sessions will be listed as we receive it.

Salvation Army :: Springfield, ILSalvation Army :: Springfield, Illinois