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24th Annual Estate & Charitable Gift Planning Institute

The Salvation Army Indiana Division

Wednesday, September 21, 2016 from 10:15 AM to 4:30 PM (EDT)

24th Annual Estate & Charitable Gift Planning Institute

Ticket Information

Ticket Type Sales End Price Fee Quantity
Early Bird Registration Fee
No Refunds for Cancellations or No Shows
Ended $40.00 $1.79
Regular Registration Fee
No Refunds for Cancellations or No Shows
1d 14h 43m $60.00 $2.19

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Event Details

Wednesday, September 21, 2016

For questions or concerns, please email Kasey at Kasey_Tietz@usc.salvationarmy.org

Indianapolis Location Pictured Above

TIME
Check-In will be from 9:30 am - 10:15 am EST.

 **Evansville location will start Check-In at 8:30am CST.

The event concludes at 4:30 pm EST.

Fort Wayne Location Pictured Above

LOCATIONS
We will be hosting a webcast at the following locations throughout Indiana: 

Bloomington, Indiana
Ivy Tech (Main Campus)
Lamkin Hall – Room C131
200 Daniels Way
Bloomington, IN 47404

Columbus, Indiana
The Salvation Army
2525 Illinois Avenue
Columbus, IN 47201

Evansville, Indiana
First Christian Church
4544 Indiana 261
Newburgh, IN 47630

Fort Wayne, Indiana
The Salvation Army
2901 North Clinton
Fort Wayne, IN 46805

Indianapolis, Indiana
Adaggios
5999 Memory Lane
Greenfield, IN 46140

Lafayette, Indiana
First Merchants Private Wealth Advisors
Lower Level 
250 Main Street
Lafayette, IN 47901

Madison, Indiana
The Salvation Army
331 E. Main St.
Madison, IN 47250

Marion, Indiana
The Salvation Army
359 N. Bradner Ave.
Marion, IN 46952

New Albany, Indiana
Indiana University - Southwest
4201 Grant Line Rd.
New Albany, IN 47150

Terre Haute, Indiana
The Salvation Army
234 South 8th Street
Terre Haute, IN 47807

Warsaw, Indiana
The Salvation Army
501 E. Arthur St.
Warsaw, IN 46580


 CONTINUING EDUCATION CREDITS 
CLE, CPE, CFP, CTFA and INSURANCE continuing education credits will be earned for attending. Credit hours will vary. (You must attend the full day to receive credits.  No partial day credits.)

CLE Credits - 5 (incl 1 ethic)

CTFA Credits - 5.75 (incl 2,0 taxes, 1.25 ethics, 2.5 finacial planning)

CPE Credits - 6 (incl 1 ethic)

CFP Credits - 

INSURANCE Credits - 5 

Please Note: It may take 6-8 weeks for credits to post to your account(s).

Evansville Location Pictured Above


ABOUT THE SPEAKERS
About Ann B. Burns
Ann Burns is the Chair of the Trust, Estate and 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 brings a unique mix of skills to her law practice as a certified public accountant and attorney. She represents multigenerational families of wealth throughout the country and individual and corporate trustees in estate planning, fiduciary, and tax matters. Ann graduated from the University of Wisconsin Law School and clerked for the Honorable Donald R. Ross, on the Eighth Circuit U.S. Court of Appeals. Ann is a frequent lecturer at national estate planning conferences and has been quoted in the New York Times and Forbes magazine. She chairs the board of a private client family office and is a member of the Board of Regents of the American College of Trust and Estate Counsel and the Board of Trustees of The Minneapolis Foundation.

Click HERE for more information on Ms. Burns.

 
About Samuel A. Donaldson

Samuel A. Donaldson is a Professor of Law at Georgia State University in Atlanta, Georgia. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. Professor Donaldson served for two years as Associate Dean for Academic Administration and for six years as the Director of the law school’s Graduate Program in Taxation. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility. Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the West casebook,Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by CCH. Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law.

Click HERE for more information on Mr. Donaldson.

 

(For questions or concerns, please email Kasey_Tietz@usc.salvationarmy.org)

Have questions about 24th Annual Estate & Charitable Gift Planning Institute? Contact The Salvation Army Indiana Division

When & Where


Multiple Locations throughout Indiana

Bloomington, Columbus, Evansville, Fort Wayne, Indianapolis, Lafayette, Madison, Marion, New Albany, Terre Haute, Warsaw, Indiana

Wednesday, September 21, 2016 from 10:15 AM to 4:30 PM (EDT)


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Organizer

The Salvation Army Indiana Division

Our Mission

The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

Our Vision

The Salvation Army, Indiana Division, is a recognized leader in serving the work of God through innovative statewide ministry and community programs dedicated to strengthening the body, mind and spirit of those in greatest need.

Our People

Divisional Commander — Major Robert Webster. The Salvation Army Indiana Division’s headquarters are located in Indianapolis. It operates 28 corps and centers of service in addition to many Salvation Army thrift stores throughout the state of Indiana. For more information, please visit http://salvationarmyindiana.org

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