Allied Seminar | The Community Foundation of Greater Memphis

Allied Professionals Planning Conference Allied Professionals Planning Conference

Estate Planning Update in Light of the Mid-Term Elections

FEATURING Steve R. Akers, J.D.,
Managing Director with Bessemer Trust Company, N.A., Dallas, Texas

A Continuing Education Seminar for Professional Advisors

Tuesday, December 6, 2022 | Registration 7:45-8:30 a.m. | Presentation 8:30-11:45 a.m.
Hilton Memphis | 939 Ridge Lake Blvd.
 

Sponsored by

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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


Delivery method
: Group-live; Program level:  Intermediate; Prerequisites:  Knowledge of current estate, gift and transfer tax system; Advanced Preparation:  No advanced preparation required; Who should attend? Attorneys; CPAs; financial planners and advisors; insurance professionals, trust officers and nonprofit staff.

This seminar is free to members of any of the Allied Professionals presenting organizations listed above.  If you register and cannot attend, registration fee refunds will be provided if you notify the Community Foundation by Friday, December 2.  In lieu of a refund, we will be happy to provide copies of the course materials.  For more information regarding administrative policies such as complaints or refunds, contact Caroline Kuebler at (901) 722-0036.

Registration fee for nonmembers of any of the presenting organizations is $150 through December 2.  Registration fee after December 2 is $200.

Register

Click below for more information about the seminar, speaker, and continuing education credits.

Continuing Legal/ Professional Education

Sponsors will apply for 3.0 CLE (TN, AR, & MS); CPE Credit: 3.50; 2.00 Tax and 1.50 Specialized Knowledge; CFP 3.50; CTFA 3.75; CEU; and Tennessee Department of Commerce and Insurance continuing education credits (applications are pending.)

 

Session description

The course addresses the impact of elections and legislative proposals that may significantly impact estate planning. 

Steve R. Akers

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Steve R. Akers, J.D., is a Managing Director with Bessemer Trust Company, N.A., in Dallas, Texas, where he is Senior Fiduciary Counsel and chairs the Estate Planning Committee. 

Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning and is a frequent speaker at that Institute and other estate planning seminars across the country.

He is a Past President of the American College of Trust and Estate Counsel.  He has previously served in a variety of roles with ACTEC, including as a Regent, Chair of the Business Planning Committee, and Editor of the ACTEC Law Journal.

Mr. Akers is a past Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law, as well as of the State Bar of Texas Real Estate, Probate and Trust Law Section and of the Dallas Bar Probate, Trusts and Estates Section. 

Mr. Akers has received the Distinguished Accredited Estate Planner Award from the National Association of Estate Planning Councils, the Distinguished Probate Lawyer Lifetime Achievement Award from the State Bar of Texas Real Estate, Probate and Trust Law Section, and the Lifetime Achievement Award from the Dallas Bar Association Probate, Trusts & Estates Section.

Mr. Akers received his B.S. degree in Chemical Engineering from Oklahoma State University (1974) and his J.D. degree from the University of Texas School of Law (1977).

Seminar Agenda and Learning Objectives

The course addresses the impact of elections and legislative proposals that may significantly impact estate planning. Recently issued regulations from Treasury address important issues, including the deductibility of interest expenses, extensions to make the portability elections, and the Corporate Transparency Act. Important concepts regarding gifting strategies and charitable contributions are also highlighted. Planning issues for spousal lifetime access trust (SLATs) are discussed. 

For more information regarding administrative policies, email Caroline Kuebler or call her at (901) 722-0036.

NASBA Sponsor Statement

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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.