Allied Professionals Planning Conference Allied Professionals Planning Conference

A Continuing Education Seminar for Professional Advisors

Current Estate and Charitable Planning Issues and Strategies, including Upstream Planning and Planning to Maximize Income Tax Basis

featuring 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.

Wednesday, December 4, 2019
Registration 7:45-8:30 a.m. | Presentation 8:30-11:45 a.m.
Hilton Memphis | 939 Ridge Lake Blvd.

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Sponsored by

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Presented by Allied Professionals organizations

Presented by:
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.

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Email (fhorrell [at] cfgm [dot] org) Director of Professional Advisor Development Frank B. Horrell, CPA, CFP® or call him at (901) 722-0027 for more information or to check availability. Click below for more information about the seminar, speaker, and continuing education credits.

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).

Turney P. Berry

Turney Berry Photo Crop

Turney P. 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. 

He is the State Chair for the American College of Trust and Estate Counsel (ACTEC); a member of the Joint Editorial Board for Uniform Trust and Estates Act; a Uniform Law Commissioner; a Member of the Advisory Board of Trusts and Estates Monthly; a member of the Advisory Council of the Heckerling Institute on Estate Planning; and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property, Trust and Estate Law.  He has been certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils.

Berry has been an Articles Editor of The Tax Lawyer, Adjunct Professor at Vanderbilt University, the University of Missouri, and the University of Louisville and regularly speaks at the nation’s leading estate planning conferences.  His frequent articles have appeared in numerous journals and magazines.

A native of Tennessee, Berry received his B.A. and B.L.S. in 1983 from the University of Memphis and his J.D. in 1986 from Vanderbilt University.

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Seminar Agenda and Learning Objectives

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.

Delivery method: Group-live; Program level:  Intermediate;

Prerequisites:  Knowledge of current income, estate, gift, and transfer tax system; Advanced Preparation:  No advanced preparation required; Who should attend? Attorneys; CPAs; financial planners and advisors; insurance professionals and trust officers.

NASBA Sponsorship Information

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The Community Foundation of Greater Memphis is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org