The 2020 VIRTUAL 

Estate Planning Conference 

Continuing Education Credits: Application will be made for State, Legal, Accounting and Insurance (CLU) professionals to receive 6 hours of education credits for attending the conference. The program is designed to meet the requirements of voluntary and mandatory CE. In order to be eligible for the credits, each registrant must complete the attendance records at the conference.

Who Would Benefit from Attending?

  • Attorneys
  • CPAs
  • Trust Officers
  • Insurance & Investment Professionals
  • Business/Private Banking Professionals
  • Non-Profit Directors & Development Officers
  • Business Owners of any type

You Don't Want to Miss this Event!

Speakers and Topic

TUESDAY, SEPTEMBER 22
12:00-1:00 Business Valuation Under Covid-19
Andrew Bailey, Crow Shields Bailey, PC
1:00-2:00 Domestic Asset Protection Trust
Johnny Lyle, Johnson Lyle

WEDNESDAY, SEPTEMBER 23
12:00 – 1:00 Discretionary Distribution Clauses
Mark Eiland, Trustmark
1:00 – 2:00 Economic and Tax Provisions of a Partnership or LLC Agreement
Mark Kirkpatrick, Coale, Dukes, Kirkpatrick & Crowley, PC

THURSDAY, SEPTEMBER 24
12:00 –1:00 IRA UPDATES: Implications of the CARES Act and SECURE Act
John Poole, Regions Bank
1:00 – 2:00 How to Prepare for Long Term Care Expenses
Jay Stubbs, CLU