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Please Save the Date

The Salvation Army will once again sponsor the

The 24rd Annual
Estate & Charitable
Gift Planning Institute

"Tailoring the Estate Planning Wardrobe"


Wednesday, September 21, 2016

Broadcast live from Minneapolis
to a Location Near You

MCLE, CLE, CPE, CFP and CTFA continuing education credits will be earned for attending. Credit hours will vary for Illinois and Iowa and will be announced at a later date as they become available. In the past, the seminar was approved for approximately 5-6 Continuing Education Credit hours including 1 hour of ethics.

2016 Seminar Speakers:

Ann B. Burns, J.D.
Ann B. Burns, J.D.
Principal, Trust, Estate & Charitable Planning Chair
Gray, Plant, Moot
Samuel A. Donaldson, L.L.M, J.D.
Samuel A. Donaldson, L.L.M, J.D.
Professor of Law
Georgia State University

"The Annual Estate Planning Check-Up" -

Is your client’s estate
plan healthy enough to
pass its annual exam?


Explore strategies to make sure estate
plans stay up to date with client needs
and current regulations

  • Review recent developments in federal tax laws
  • Analyze case studies exploring ethical issues that impact both attorney obligations and client representation
  • Identify key topics to review annually to maintain estate plan health
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