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.
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