Registration is now closed for CICF's Fall 2013 Professional Advisor Seminar, which was held October 16, 2013.
However, you may download materials from the seminar below:
Estate Planning: Current Developments and Hot Topics, Oct. 2013
The Estate Planner’s “Playbook” for 2013 and Going Forward Under the Post-ATRA “New Normal” of Permanent Large Exemptions and Portability.
ABOUT THIS PROGRAM:
Presenting renowned estate planning expert, Steve R. Akers, J.D., Managing Director and Fiduciary Counsel, Southwest Region Bessemer Trust
TOPICS TO BE DISCUSSED:
Steve Akers will cover current Estate Planning developments, including the practical significance of legislative proposals and IRS guidance projects, practical planning considerations with clients in 2013 under the “new normal” in light of ATRA, and a new world of issues for trust administration and other recent case law developments. This “expert to the experts” brings decades of experience and leadership on estate planning and administration, as well as family-business planning.
Please note the new seminar time.
Wednesday, October 16, 3:00 P.M. – 5:30 P.M.
Montage @ Allison Pointe
8580 Allison Pointe Blvd., Indianapolis, IN 46250
Reception hosted by CICF to follow for all attendees
SEATING IS LIMITED!
Steve Akers has lectured on a variety of estate planning, estate administration and family-business planning topics at national meetings of a wide variety of organizations, including meetings of the Trust and Estate Council, American Bar Association, Trust & Estate Law Section Annual CLE meetings, USC Tax Institute, University of Miami Philip E. Heckerling Institute of Estate Planning, and the Annual Notre Dame Tax and Estate Planning Institute. Read more about Steve Akers.
Mr. Akers presentation to the Professional Advisor community of Central Indiana is made possible through the generosity of Bessemer Trust, Kevin J. Rochford, Managing Director and Regional Director, Chicago, IL.