The Annual Estate Planning Checkup Webcast

Join the College of Business at James Madison University and The Community Foundation of Harrisonburg and Rockingham County for the Annual Estate Planning Checkup! Sponsored nationally by the Salvation Army, this live webcast from the national conference in Minneapolis will explore strategies to keep estate plans up to date with client needs and current regulations. Speakers, Ann Burns and Sam Donaldson, are back again this year to:

Review recent developments in federal tax laws,
Analyze case studies exploring ethical issues that impact both attorney obligations and client representation,
Identify key topics to review annually to maintain estate plan health, and
Make us laugh while discussing tax law.

Please note that the Salvation Army agenda gives the start time of 9:00am central time. The webcast will begin at the Ice House promptly at 10:00am and end at 4:30pm (eastern time). Check-in will begin at 9:15am. The lunch break will be from 1-2pm.

Lunch will be provided. Please contact Melissa if you have any special dietary needs.

Continuing education credits are pending approval. Credit hours vary by state. The sponsors are working to verify exactly how much credit will be given for this event. Last year, continuing education credits were given as follows.

CFP = 5 hours last year
CTFA = 5.75 hours total (1.25 ethics, 1.5 FP, and 3 tax) last year
CPE = 6 hours (1 ethics) last year
CLE = 5 hours (1 ethics) last year

*Please note partial CPE credit is not available for this event. You must attend the full event to receive credit.

For more information and to view the agenda, visit the Estate and Charitable Gift Planning Institute Website by clicking here.