The Planned Giving Council of the Mid-South offers members educational programs and networking opportunities throughout the year. Access to a network of peers working full and part time to secure charitable gifts is a significant benefit. Our meetings are planned to provide a balance of career development, education and awareness of current issues affecting the business of planned giving.

Wednesday, December 4, 2019

Allied Professionals Planning Conference

 

CURRENT ESTATE AND CHARITABLE PLANNING ISSUES AND STRATEGIES, INCLUDING UPSTREAM PLANNING AND PLANNING TO MAXIMIZE INCOME TAX BASIS

featuring Turney P. Berry

Chair of Wyatt Tarrant & Combs LLP's

Trust, Estate & Personal Planning Service Team in Louisville, KY


Wednesday, December 4, 2019

Registration 7:45-8:30 a.m. | Presentation 8:30-11:45 a.m.

Hilton Memphis | 939 Ridge Lake Blvd.

Sponsored by:


Presented by Allied Professionals Organizations:

Community Foundation of Greater Memphis

Estate Planning Council of Memphis

Financial Planning Association of Greater Memphis

Planned Giving Council of the Mid-South

This seminar is free to members of any of the Allied Professionals presenting organizations listed above.
Registration fee for nonmembers is $150 through Friday, November 29. Registration fee after November 29 is $200.

Advance registration recommended.


SESSION DESCRIPTION

The Tax Cuts and Jobs Act of 2017 made significant changes that effect tax and estate planning strategies. This session examines those changes and how it has affected income tax, estate tax, charitable, insurance, and retirement planning. Specific topics addressed include flexible drafting, portability election, maximizing the use of the income tax step-up basis, and general powers of appointment. Learn more.

TURNEY P. BERRY

Mr. Berry is a nationally-recognized leader in the areas of estate and business planning, estate and trust administration, and charitable giving and tax-exempt organizations. He is chair of Wyatt Tarrant & Combs LLP's Trust, Estate & Personal Planning Service Team in Louisville, KY.

Learn more.

CONTINUING LEGAL/PROFESSIONAL EDUCATION

Sponsors will apply for 3.00 CLE (TN, AR, & MS); CPE Credit: 3.5: 1.50 Taxes and 2.00 Specialized Knowledge; CFP 3.50; CTFA 3.75; CEU; and Tennessee Department of Commerce and Insurance 3.50 continuing education credits (applications are pending).

ANNUAL MEMBERSHIP LUNCHEON

Following the morning’s Allied Professionals conference on December 4, the Planned Giving Council of the Mid-South invites all members to Amerigo at noon for our annual holiday luncheon. This is a members-only event, so your membership needs to be up to date to attend. Bring your guests to a future meeting.

Amerigo
1239 Ridgeway Road
Memphis, TN 38119

 


With programs like this, isn’t this the year for you to finally join the Planned Giving Council of the Mid-South? Contact Dan Murrell for more information (dan.murrell@memphis.edu or 901-678-2732)  or visit our membership page.

Past Events

September 19, 2019
"Planned Giving 101 For Nonprofits"
Phil Purcell, JD, MPA from Indiana University

June 20, 2019
"LEGACY PLANNING REIMAGINED AFTER TAX REFORM"
Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®
Sponsored by: Community Foundation of Greater Memphis & Planned Giving Council of the Mid-South

April 4, 2019
"Identifying and Requesting Non-Cash Gifts"
Michelle Castro and Roberta Kramer, Heritage Auctions, Trusts & Estates Division

March 27, 2019
A Brown-Bag Q&A on Planned Giving
Hosted by the Planned Giving Council of the Mid-South

February 21, 2019
"Preparing Your Umbrella to Weather the Storm: Your First Steps to Build a Rainy Day Fund"
Terri Lee Freeman, President, National Civil Rights Museum

September 27, 2018
Understanding And Advancing The Philanthropic Goals Of Your Clients and Donors
Laura Hansen Dean, J.D.

August 22, September 5, and September 20, 2018
End of Summer Plunge Into Planned Giving
3 full sessions for nonprofit development staff and organizational leadership covering multiple facets of Planned Giving

May 4, 2018
The Latest Developments In Charitable Planning & IRA Wins Oscar: Best Tax Performance in Deferred Gifts
Johni Hays, J.D., Senior Vice President, Thompson & Associates

February 22, 2018
The Evolution of the Philanthropic Industry: Exponential Change Creates & Destroys Opportunity
Will you be ready?
Avery Tucker Fontaine - BNY Mellon Wealth Management