tallahassee regional estate planning council

REGISTRATION FORM
Make checks payable to:
Tallahassee Regional Estate Planning Council (TREPC)
Mail check and registration form to:
TREPC
c/o Community Foundation of North Florida
1435 Piedmont Drive East, Suite 101
Tallahassee, FL 32308
T ALLAHASSEE R EGIONAL
E STATE P LANNING C OUNCIL
And
Name:_________________________________________________
Professional Designation: _________________________________
Organization:___________________________________________
Present
Address:_______________________________________________
City:_______________________ State: ______ Zip :__________
Phone: ________________________________________________
E-mail*:_______________________________________________
*Registration confirmation will be sent via email
SEMINAR FEES
THE 14TH ANNUAL
ESTATE PLANNING SEMINAR
FOR
PROFESSIONAL ADVISORS
REGISTER EARLY & SAVE
BEFORE Tuesday, April 28
TREPC members:
Non-members:
$ 50
$ 100
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AFTER Tuesday, April 28
TREPC members:
Non-members:
$ 100
$ 200
TREPC member information available at www.trepc.org
Approved: CLE (Gen 5 & Wills, Trusts & Estates 4), CFP (4),
Ins Prof (2), CTFA (5.25 - Fid 1.5 & Tax 3.75) and CPA (4)
Tuesday, May 12, 2015
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Breakfast & Networking 8 am – 8:30 am
Program 8:30 am – 1:00 pm
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Hermitage Room at Hermitage Centre
1801 Hermitage Boulevard, Suite 100
SPEAKER & PROGRAM HIGHLIGHTS
KATHRYN MIREE
Ten Smart Charitable Planning Ideas for 2015
Kathryn is a nationally recognized speaker and author
on nonprofit gift planning and administration topics.
The backdrop for charitable planning keeps changing, with rapidly
changing investment markets, low interest rates, uncertainty about
income, higher gift and estate tax exclusion amounts, higher income tax
rates and a tightening legislative environment. While donors are
continuing to give, they are seeking ways to maximize results. How do
you identify charitable giving options that best fit the needs of your
clients in this rapidly changing environment?
Kathryn is president and primary consultant
with Kathryn W. Miree & Associates, Inc., now
in its 17th year of operation. Ms. Miree received
a B.A. from Emory University and a J.D. from
the University of Alabama School of Law. After
15 years of serving in various positions in the
Trust Division of a large southeastern bank, she
joined a regional brokerage firm to establish its
trust company and serve as its initial President
and CEO. While in these positions she worked extensively in
management of private foundations, community foundations,
charitable trusts, pooled income funds, gift annuities and
endowments.
Ms. Miree previously served as president of the national Committee
on Planned Giving, the Alabama Planned Giving council, the Estate
Planning Council of Birmingham and the Alabama Bankers
Association Trust Division. She is a member of the Alabama Bar
Association.
She has published the Professional Advisors’ Guide to planned
Giving, Planned Giving Today & the Family Foundation Handbook.
Ms. Miree is also an active member of her community serving as a
volunteer on a number of community boards. She is a past board
chair of United Way of Central Alabama, a past board chair of The
Altamont School and past president of the Independent Presbyterian
Church Foundation. She currently serves on the board of the
Community Foundation of Greater Birmingham and on the Editorial
Advisory Board of Planned Giving Today.
Drafting for Eternity: How to Protect Client Goals
with Long-Term Gift Agreements
Permanent funds, in the form of endowments, private foundations,
supporting organizations and perpetual charitable trusts are increasing
in number and popularity. As those numbers increase, so do potential
problems ranging from donor lawsuits alleging breach of donor intent,
to shrinking/disappearing permanent funds, to conflict when the goals
of the family and charity diverge. We will look at trends, provide case
studies from recent lawsuits highlighting what can go wrong, provide
advice to planners and to those representing charities in drafting
endowments and perpetual funds.
Seven Options in Family Philanthropy
More than 19% of high net work families in the country have family
foundations. Most of these foundations are less than $1 million in size
and burdened with administrative rules and taxes. What do you offer the
client who is interested in creating an institutional form for generational
philanthropy, especially after the changes in private foundations,
supporting organizations and donor advised funds under the Pension
Protection Act of 2006? This session helps you analyze client goals and
sort through the options of a private foundation, supporting
organization, donor advised fund, charitable lead trust and several easier
options. Learn how to lead the donor to set goals and select the entity to
best meet their needs.