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      The 21st Annual Estate & Charitable Gift Planning Institute in Hartford

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      September 25, 2013

      Wednesday  10:00 AM - 4:30 PM

      250 Columbus Boulevard
      Hartford, Connecticut 06103

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      The 21st Annual Estate & Charitable Gift Planning Institute


      This is a FREE event * Lunch provided * FREE parking

      This webcast qualifies for continuing education credits by

      CLE, CPE, CFP, CTFA, & CE (applied for).


      Hosted by The Salvation Army 

      To register for the following locations, please click on the links below:

      Connecticut Science Center - Click REGISTER above!

      Registration Closed for Middletown site

      Registration Closed for Essex site


      The 21st Annual Estate & Charitable Gift Planning Institute

      The Changing Climate of Estate and Charitable Planning:

      What’s Hot and What’s Not

      Featuring: Ann Burns & Kathryn Miree

      Join us for the 21st Annual Estate & Charitable Gift Planning Institute and learn from nationally recognized speakers, Ann Burns and Kathryn Miree as they share the newest strategies - practical solutions and opportunities for planning following the American Taxpayer Relief Act of 2012.

      Recent changes in income, gift and estate tax rates and exclusion amounts have dramatically changed estate and charitable planning strategies for taxpayers. And Congress is not finished yet!

       Do not miss:

      - Current case law updates

      - Drafting in light of recent tax law changes

      - Reasons estate planning is more important than ever

      - Strategies to address charitable estate goals without using traditional charitable vehicles

      - Simple ideas to maximize lifetime and estate charitable gifts

      - Ethical considerations in charitable and estate planning



        Nationally recognized speaker Ann B. Burns, of Gray, Plant, Mooty LLP, in Minneapolis, MN is back this year!Ann is the chair of the Trust, Estate & Charitable Planning group at Gray Plant Mooty. Her practice focuses on estate and charitable planning, business succession planning, estate and trust administration, and fiduciary and tax litigation. Ann has presented numerous seminars and written publications on topics related to estate planning, trusts, estates, and taxation.

        Kathryn W. Miree is the president and primary consultant for Kathryn W. Miree & Associates, Inc., now in its 11th year of operation. Ms. Miree provides a full range of planned giving, endowment, and foundation management services designed to help charities build long-term financial stability through planned gifts and endowment. She spent 15 years in various positions where she worked extensively with not-for-profit organizations and their donors in the management of private foundations, community foundations, charitable trusts, pooled income funds, gift annuities and endowments. 


      For more information, please call:

      Rebecca M. Maleto, Planned Giving Assistant

      (860) 702-0071 or email:



      Categories: Conferences & Tradeshows | Fundraising & Charity

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.
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