The webinar, organized and offered by The Salvation Army’s Planned Giving Department, helps those in the estate planning field (including: attorneys, financial planners, certified life underwriters, investment advisors, bank trust officers, etc.) receive continuing education credits. In turn, by hosting the event, The Salvation Army is able to build relationships with planning officials and share how it is “doing the most good.”
This year’s webcast is titled “Estate and Charitable Planning in a New Era: Navigating the Winding Road” and consists of three sessions. The ethics session covers conflicts of interest, who an attorney represents, the cost of malpractice, and creating a clear understanding between a client and attorney. Session I covers recent developments and planning opportunities including topics like: forgiveness and loans, releases of interests and powers, clean up life insurance trusts, dynasty trusts, and self-settled trusts. The last session covers planning trips and tricks. Presenter Lawrence Katzenstein will discuss the opportunities and pitfalls of estate planners, new developments in charitable planning, and creative planning techniques.
Katzenstein practices in Thompson Coburn LLP’s private client services area. He has a concentration in estate planning and charitable giving and representation of exempt organizations. Not only does he appear at different American Bar Association-American Law Institute planning programs and national tax institute speaking engagements, he is also an adjunct professor at Washington University School of Law.
Presenting with Katzenstein is Ann B. Burns. Burns is the chair of the Trust, Estate and Charitable Planning group at Gray Plant Mooty. She is a certified public accountant and represents multigenerational families of wealth throughout the country in addition to representing individuals and corporate trustees in estate and tax planning.
This year’s webcast host locations in Indiana include: Anderson, Bloomington, Columbus, Evansville, Fort Wayne, Indianapolis, Lafayette, New Albany, Terre Haute and Warsaw. The event is webcast live from Minneapolis.