Wed
19
Nov
2008

2008 Allied Professionals Planning Conference

When:
December 10, 2008 1:00pm - 4:30pm
Where:
Hilton - East Memphis
 
939 Ridge Lake Blvd.
 
Memphis, TN 38120


Description:

Register now for the Dec. 10 2008 Allied Professionals Planning Conference featuring Jonathan Blattmachr, recognized as one of the most creative trusts and estates lawyers in the country.

This seminar is approved for 3.0 hours CLE, CPE, CFP, CTFA and CEU continuing
education credit in Tennessee, Mississippi and Arkansas (CPE credit: 3.0 tax).

Registration 12:15 - 1 p.m.                                                 
Presentation 1 - 4:30 p.m.
Wednesday, Dec. 10
Hilton - East Memphis
939 Ridge Lake Blvd.

Presented by Allied Professionals: Community Foundation of Greater Memphis, Estate Planning Council of Memphis, Financial Planning Association of the Mid-South, Planned Giving Council of Greater Memphis and Society of Financial Service Professionals, Memphis.

Registration fee for nonmembers of any of the Allied Professionals
organizations is $150 through Dec. 1; after Dec. 1, the fee is $200.
The seminar is free to members of any of the Allied Professionals organizations.

Seminar agenda and learning objectives:
In this seminar you will review the current state of the Estate, Gift and Transfer Tax Systems and the potential, if any, likely changes; planning for the impossible for 2010: No estate tax and carryover basis; and review some comparisons of GRATs, SCINs and other wealth transfer strategies.

Program level: Intermediate; Prerequisites: Knowledge of current estate, gift and transfer tax system; Delivery method: Group-live; Who should attend?
Attorneys, CPAs, financial planners and
advisors, and trust officers.

Corporate sponsors:
Burch, Porter & Johnson, PLLC
Burleigh Consulting Group
Diversified Trust Company
Legacy Wealth Management
Watkins Uiberall, PLLC