Estate and Charitable Gift Planning Seminar

The Salvation Army, 22nd Annual, Estate and Charitable Gift Planning Seminar

New Paradigms in Estate & Charitable Planning

Open to Attorneys, CPAs, Trust Officers

Qualifies for Continuing Education Credits

CLE (5 hrs including1 hr ethics) CFP (6 hrs) CFTA (5.75 total – 1.25 ethics, 4.5 taxes)

Date & Time: September 16, 2014 – 9:30 a.m. to 3:30 p.m.

Location: The Salvation Army Joliet and Will County Community Center

300 E Third

Joliet, IL 60433

CLE hours: 5 credits, (Includes 1 credit for ethics)

Cost $25.00

Lunch is provided

RSVP no later than September 12th.

RSVP to philip_curtis@usc.salvationarmy.org

 

Presenters:

Ann B. Burns

Ann Burns is the Chair of the Trust, Estate and Charitable Planning group at Gray Plant Mooty.  Her practice focuses on estate and charitable planning, business succession planning, estate and trust administration, and fiduciary and tax litigation.

Samuel A. Donaldson

[J.D. University of Arizona; LL.M. (Taxation) University of Florida]

Professor of Law at Georgia State University in Atlanta, Georgia.  Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association.

Topics:

• Recent tax law 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

From Seeking Help to Helping Out

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During the frigid cold weather this past winter, Linda Fluker of Joliet found herself with a very high gas bill and no way to pay it. Unable to qualify for state or federal assistance, Fluker sought help from The Salvation Army Joliet Corps Community Center. She received emergency assistance to help pay her utility bill and given food from the food pantry. Read More