Professional Advisor Seminar 2024
Thank you to everyone who joined us for the professional advisor seminar with speaker Turney P. Berry. We hope you learned more about estate and charitable planning for middle-rich clients.
As a follow-up, we would like to provide you with the opportunity to view materials presented at this seminar. We look forward to seeing you next year!
Please contact Brandon Stover at BrandonS@cicf.org with any questions regarding this event.
Turney P. Berry
ABOUT OUR PRESENTER
Turney P. Berry is with the Louisville Office of Wyatt, Tarrant & Combs, LLP and the leader of the firm’s Tax, Business & Personal Planning Service Team. Mr. Berry concentrates his practice in the areas of estate and business planning, estate and trust administration, and charitable planning.
Mr. Berry is past Regent of the American College of Trust and Estate Counsel (better known as ACTEC), delivered the 2024 Trachtman Lecture, has been President of the ACTEC Foundation, Kentucky State Chair, and chair of the Charitable Committee and the Estate and Gift Committee, and is currently Chair of the State Laws Committee. He is a Uniform Law Commissioner and led or been a member of the drafting committees for the Uniform Acts dealing with Decanting, Fiduciary Income and Principal determinations Electronic Wills, Directed Trusts, and Conflicts in Trusts and Estates, among many others. He is a Fellow of the American College of Tax Counsel, a member of the American Law Institute, and serves on the Heckerling Institute Advisory Committee, the Advisory Committee for Bloomberg/BNA, and the Advisory Committee for Trusts and Estates monthly, and is a member of the Joint Editorial Board for Trusts and Estates.
He is a member of the National Association of Estate Planning Councils Hall of Fame, and is listed in Woodward/White’s The Best Lawyers in America®, Kentucky Super Lawyers, and Chambers.
Mr. Berry is a frequent lecturer and writer, teaches Business Succession Planning in the University of Miami Estate Planning LLM program, and has been an adjunct professor at the Vanderbilt University School of Law, the University of Louisville Brandeis School of Law, and the University of Missouri School of Law.
He chairs Louisville’s Center for Interfaith Relations, is President of the Daily Walk Sunday School class at Christ Church United Methodist in Louisville, and is Chair of the Civilian Review and Accountability Board which investigates and reviews allegations of police misconduct. He is also a member of the Honorable Order of Kentucky Colonels and Louisville Downtown Rotary.