The 2021 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 21

8:30        Judge Don Davis (Judge of Probate, Mobile County)

9:45        Heath Jordan (Chief Investment Officer, Trustmark Investment Advisors, Inc.)---Economic Update

11:00      J. Robert Turnipseed (Armbrecht Jackson LLP)---Tax Law Update

 LUNCH BREAK

1:00      John Poole (CPA, CFP, Regions Private Wealth Management)---IRA Planning for Individuals and Trusts

2:15      Jennifer Justice McEwen ( Maynard Cooper & Gale )---Business Succession Planning 101

3:30      Matthew Butler (Silver Voit & Garrett)---Supplemental Needs Trusts