Who, Which and What: 
Connecting the Donor, their Asset and the Right Charitable Split Interest Trust


Featured Speaker
Laura H. Peebles, CPA, PFS, Tax Director, Washington National Office of Deloitte Tax LLP
Nationally known and sought-after tax expert and speaker!

"Once a donor has expressed charitable intent, and has an asset to donate, but wants to retain some income or do some simultaneous estate planning, the next step is to select the correct technique to accomplish these goals."  -Laura H. Peebles

More about the speaker

Event Details
Tuesday, November 3, 2009
8:00 - 11:00 a.m.
Montage at Allison Pointe, 8580 Allison Pointe Blvd.

8:00 a.m. — Registration & Continental Breakfast
8:30 a.m. - 11:00 a.m. — Program

Earn Continuing Education Credits
Legal, financial, tax, and insurance professionals will benefit greatly from Laura's expertise and insight. Two CEU credits are available for this presentation (must be present for the entire seminar to earn all two credits).

Registration
Seating is limited!  Registration is FREE.  Register below by October 27.