Podium

2021

ANNUAL ESTATE PLANNING SEMINAR

MAY 20, 2021

 

REGISTER 

2021 VIRTUAL ESTATE PLANNING SEMINAR

 

Your registration fee of $100 will be made to the Independent Community Foundation, Inc.. 

Materials will be available to registered attendees for download on May 20th, 2021. 

Professional Credit Pending: CLE, CE, CFP, CPA, and Insurance.  Note: CE credits for CFPs (and Insurance credits) may only be available for attendees who are present for the entire day, per the governing regulations. 

WHICH CREDIT(S) ARE YOU APPLYING FOR?

Thank you for registering!

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AGENDA

Sign In                                                                                                    7:45 - 8:15 A.M.

Introductory Remarks                                                                          8:15 - 8:30 A.M.

Federal and State Estate and Gift Tax Update 2021                           8:30 - 9:30 A.M.

VICKIE R. WILCOX, J.D., LL.M. (TAXATION)

When a Client Dies:                                                                              9:30 - 10:30 A.M.

Probate and Trust/Estate Administration

MADISON R. JONES, J.D., M.B.A

Break                                                                                                      10:30 - 10:45 A.M.

An Employment Lawyer's Guide:                                                          10:45 - 11:45 A.M.

Best Practices for the Small Business Owner

SARAH K. DOWNEY, J.D.

Virtual Lunch with Breakout Charity Rooms                                      11:45 - 12:45 P.M.

The State of the State                                                                             12:45 - 1:45 P.M.

SENATOR PETER WIRTH, J.D.

Fortifying Estate Plans: What Does (Not) Work                                    1:45 - 2:45 P.M.

GREGORY W. MACKENZIE, J.D.

Break                                                                                                          2:45 - 3:00 P.M.

Ethics: Best Practices for Office Management                                      3:00 - 4:00 P.M.

(Particularly During a Pandemic)

ANNE TAYLOR, J.D.