9/16 - 22nd Annual Estate & Charitable Gift Planning Institute (multiple locations)

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Tuesday  September 16, 2014 

New Paradigms in Estate and Charitable Planning

Estate planning is constantly changing as income taxes increase, estate taxes are reduced, portability takes hold, and the economy recovers.  Explore traditional and new planning techniques designed with flexibility in mind to address the new paradigm.  Please join us as we discuss:
 - Recent tax developments and case law updates
 - Plans for small, medium and large estates
 - Business advice for succession planning
 - Effective and efficient charitable strategies
 - Ethical considerations in representing families and their entities

Date: Tuesday, September 16, 2014
Time (local time): 10:30 am  - 4:30 PM Eastern time (except where noted below)
      Check-in: 9:30 am - 10:15 am (Eastern Time)

Credit hours: 5.0 CLE (pending)

Cost:
$35 - Early Bird Registration (August 12)
$50 - Regular Rate

There are no refunds for cancellations or no-shows.

Live Webcast Locations:
North

   Fort Wayne
   Marion
   Warsaw

Central
   Indianapolis
   Lafayette

South
   Bloomington
   Columbus
   Evansville (9:30 am - 3:30 pm Central Time; check-in begins 8:30 am Central Time)
   Madison
   New Albany
   Terre Haute

Provider: The Salvation Army Indiana Division

Contact information:
Molly Barr
Phone (317) 224-1038
Molly_Barr@usc.salvationarmy.org
https://giftandestate14.eventbrite.com/

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  3. I have met some highly placed bureaucrats who vehemently disagree, Mr. Smith. This is not your father's time in America. Some ideas are just too politically incorrect too allow spoken, says those who watch over us for the good of their concept of order.

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  5. Baer filed with the U.S. Court of Appeals Seventh Circuit on April 30 2015. When will this be decided? How many more appeals does this guy have? Unbelievable this is dragging on like this.

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