The 2026
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
THURSDAY, SEPTEMBER 17
-
NAVIGATING SPECIAL NEEDS TRUSTS – JESSICA MILLING
-
ANATOMY OF A DEAL GONE BAD: LIVE ACTION CASE STUDY
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RESPONSIBLE USE OF ARTIFICAL INTELLIGENCE (A.I.) - GLENDA SNODGRASS
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POST-MORTEM TAX PLANNING - ROB KELLER, KPMG
- DOMESTIC ASSET PROTECTION TRUSTS - ROBBIE TURNIPSEED, ARMBRECHT JACKSON
- ECONOMIC UPDATE - JOHN NORRIS
- LUNCH SPEAKER – LEE LAWSON, BALDWIN COUNTY ECONOMIC DEVELOPMENT