Local attorneys, accountants and planners invited to
seminar on estate planning
Attorneys, accountants, insurance advisors and financial planners involved in estate and charitable gift planning are invited to an educational seminar, Tues., Sept. 16 at Germanna Community College's Daniel Technology Center in Culpeper. Participants will be eligible for up to six continuing education credits for completing the seminar sponsored by The Community Foundation of the Rappahannock Region and the Northern Piedmont Community Foundation.
The live presentation, instructed by Ann B. Burns and Samuel A. Donaldson via webcast, will extend from 10:15 a.m. to 4:30 p.m. "New Paradigms in Estate and Charitable Gift Planning" will explore traditional and new planning techniques designed with flexibility to address the present and future needs of philanthropists. The event fee, including up to six continuing education credits and lunch, is $40.00 per participant.
All course materials were developed through the Salvation Army. The Corp's Estate and Charitable Gift Planning Institute is celebrating its 22nd year and has become one of the largest and most highly regarded in the country. Seminar topics will include: recent tax law development, case law updates, business advice for succession planning, effective charitable strategies and ethical considerations in representing families and their entities.
Event registration and further details, including a full seminar agenda and biographies of the instructors, can be found on the Community Foundation website at www.cfrrr.org or by calling 540 373-9292.