“The Institute” Estate Planning Seminar

The 19th Annual Estate & Charitable Gift Planning Institute
For Professional Estate Planners

TOPIC: “More Uncertainty Than Ever: Estate Planning With A Foggy Crystal Ball”

September 14, 2011 at The Crossing
Guest Speakers: Ann B. Burns and Charles A. “Clary” Redd

Time: 9:00 AM – 3:30 PM
Registration Begins at 8:00 AM

In these times of unprecedented uncertainty, everyone involved in estate planning is seeking more  guidance than ever. Ethical considerations, fiduciary liability issues and staying abreast of current developments can be challenging, but Ann and Clary are here to help!


9:30 – How Ethical Rules Govern the Conduct of Estate Planners
10:30 – Looking Through the Crystal Ball – What’s New and Noteworthy
Noon – Lunch
1:00 – Identifying and Avoiding Breaches of Fiduciary Duty
3:00 – Q & A