The 2023  

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
  • CFPs
  • 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 19

  • Vincent Schilleci – Principal & Income Act
  • Jennifer McEwen– Trust Tax Situs Determination
  • Robert Keller - Preparing Now for TCJA Provisions
  • John Norris – Economic & Market Update
  • Dr. Robert Tufts - Timber Taxation
  • Andrew S. Martin - How Good Employee Benefits Help Grow a Business
  • Susan Rounds - Family Dynamics & Intergenerational Conflict
  • Lunch Speaker – James Delapp, City of Mobile