Planning & Drafting for the Married Couple in an Era of Mobility, Portability, & Liability
Date: Tuesday, February 2, 2016
Time: 4:00pm - 7:00pm
Location: Hyatt Regency Cincinnati
Speaker: Turney Berry
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Planning & Drafting for the Married Couple in an Era of Mobility, Portability, & Liability
Speaker: Turney Berry
Tuesday, February 2, 2016
4:00 PM - 7:00 PM
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Event Details
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Date:
Tuesday, Feb. 2, 2016
Time:
3:30 - 4:00 PM - Registration
4:00 - 5:30 PM -
Program
5:30 - 7:00 PM - Happy Hour & Networking
Location:
The Hyatt Regency
151 West Fifth St.
Cincinnati, OH 45202
Fees:
Members - $25
Non-Members - $75
Deadline to Register:
Thurs., January 28, 2016
Note: refunds will not be given for cancellations received after the deadline. No shows will be billed.
If you have trouble registering online, please contact Misty at 513-554-3074 or email at cincycouncil@gmail.com
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Upcoming Events
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Annual Meeting
Date:
June 9, 2016
Location:
Horseshoe Casino
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Mr. Berry will discuss effective and efficient methods of planning and drafting for the married couple in an era of large and increasing applicable exclusion amounts and the unlimited marital deduction. In addition, other interesting planning ideas for married couples with estates that exceed, but not greatly exceed, the taxable threshold. Forms and techniques that are easy to understand and administer, and that are flexible enough to deal with many different circumstances, will be emphasized.
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Turney P. Berry concentrates his practice in the areas of estate planning, fiduciary matters, and charitable planning.
Mr. Berry is a Member of the Executive Committee and the Chair of Wyatt, Tarrant & Combs' 26 lawyer Trusts, Estates & Personal Planning Service Team.
Mr. Berry is the author or co-author of three Tax Management Portfolios: Estate Tax Deductions - Sections 2053 and 2054; Private Foundations - Self Dealing - Section 4941; and Taxable Expenditures - Section 4945. In addition he is co-author of Trust Law in Kentucky (in progress) and his frequent articles have appeared in numerous journals and magazines.
Click Here for Full Bio
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| Continuing Education Credits |
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Credits Approved:
CFP
CPA
Kentucky Legal
Ohio Insurance
Ohio Legal
Credits Pending:
Kentukcy Insurance
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THANK YOU TO OUR SPONSORS
2015-2016 Season Sponsor
Hospitality Sponsor
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See Upcoming Event Calendar
