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Estate Planning...(6/25)
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.

Program Host: The Louisville Bar Association's Probate & Estate Section
Section chair: Jeremy B. Gerch, Bingham Greenebaum Doll
Section vice-chair: Nicholas A. Volk, Fifth Third Bank

Time Details: 9:00 AM through 12:15 PM
Registration: 8:45 a.m.
CLE Program: 9 a.m. - 12:15 p.m.
Place: Louisville Bar Center, 600 W. Main St.
Credit: 3.0 CLE Credits - APPROVED
Course Pricing: MEMBERS: $105.00
NON-MEMBERS: $210.00
Course Material Only: MEMBERS: $21.00
Lunch Options: No Lunch Available
Email Contact: LAnspach@LouBar.org
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   Non-Member Pricing: $26.00   (Member's save $5.00)
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