June 25, 2013
Program Description: Turney Berry & Friends 2013 Live Update:
Estate Planning for the Rich, Poor, and Folks Next Door
The panel will discuss estate planning in 2013 and beyond taking into consideration the new $5 million+ estate and gift tax exclusions, the importance of income tax basis, and the complicated rules dealing with trust income taxes. Non-tax estate planning will be featured including lifetime incentive planning, planning for beneficiaries with special needs, and planning for the elderly. Interesting charitable planning ideas and a review of cases involving fiduciary liability and other state law issues will round out the discussion.
Speakers include Wyatt, Tarrant & Combs Attorneys: Mary Elizabeth Anderson, Gary T. Banet, Turney P. Berry, and Peter H. Wayne, IV
Cancellation Policy: Cancellations must be received at least 24 hours in advance for any refunds or credits. Substitutions will be allowed.
Pricing will be adjusted for LBA members when registration is processed.