Estate & Charitable Gift Planning Institute

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Tuesday, September 16, 2014

Conference Location
Minneapolis Convention Center
1301 2nd Ave. S.
Minneapolis, MN 55403
(view map)

Broadcast Start Times

7:30 a.m. Pacific
8:30 a.m. Mountain
9:30 a.m. Central
10:30 a.m. Eastern


Join us as we explore the theme "New Paradigms in Estate and Charitable Planning." The increase in federal estate and gift tax exclusion amounts and rising income tax rates have caused estate planners to rethink traditional strategies. The competing concerns of estate and gift taxation, basis step-up, income tax considerations, and asset protection now more than ever call for a team-based approach to estate planning. The presenters will explore traditional and new planning techniques for the small, medium, and large estate to address the new paradigm.

The conference hosted in Minneapolis on Tuesday, September 16, may be attended in person or viewed via our live broadcast. View conference agenda.


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