The 24th Annual Estate & Charitable Gift Planning Institute
Sponsored by The Salvation Army Hawaiian and Pacific Islands
Is your client's estate plan healthy enough to pass its annual exam?
Explore strategies to make sure estate plans stay up to date with client needs and current regulations.
Open to Attorneys, CPAs, financial planners, certified life underwriters, investment advisors, bank trust officers, charitable gift planners, other estate planning professionals, and anyone interested in providing and protecting assets to help ensure the future of family, self and community. The presentation will include a recorded seminar presented by noted speakers Ann B. Burns and Samuel A. Donaldson.
Review recent developments in federal tax laws, analyze case studies exploring ethical issues that impact both attorney obligations and client representation, and identify key topics to review annually to maintain estate plan health. Attorneys may earn up to 2 MCLE Credits and 1 Ethics Credit.