September 21, 2016 @ 9:00 am – 3:30 pm America/Chicago Timezone
Regions Bank
333 Texas St
Shreveport, LA 71101
FREE with Registration

The 24th Annual Estate Charitable Gift Planning Institute Seminar

Is your client’s estate plan healthy enough to pass its annual exam?     

Explore strategies to make sure estate plans stay up to date with client needs and current regulations.  During this event, we will:

  • 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

Earn Continuing Education Credits for CLE, CPE, CFP, CTFA, CIMA, CIMC, and CPWA.

By attending the seminar, you will receive

  • 5 hours of CLE credit for attorneys (including 1 hour of ethics, 5 hours towards the Louisiana Estate Planning and Administration Specialization and 1.5 hours towards the Tax Law Specialization CLE requirement)
  • 6 hours of CPE credit for CPAs (including 1 hour of ethics)
  • 5.75 hours of continuing education credit for CTFAs (including 2.5 hours of FP, 2 hours of tax, and 1.25 hours of ethics)
  • 5 hours of continuing education credit for CFPs (including 1 hour of ethics)
  • 5.5 hours of CE credit for CIMAs (including 1 hour of ethics credit towards CIMA certification)
  • 5.5 hours of CE credit for CIMCs (including 1 hour of ethics towards CIMC certification)
  • and 5.5 hours of CE credit for CPWAs (including 1 hour of CPWA certification)


Registration and Continental Breakfast

SESSION I:  Recent Developments in the Federal Tax Laws
Samuel A. Donaldson

ETHICS SESSION:  The Annual Check-Up
Ann B. Burns

Catered Lunch

SESSION II:  Conducting the Annual Estate Planning Check-Up
Ann B. Burns & Samuel A. Donaldson

SESSION III:  Wrap up Discussion/Q&A
Ann B. Burns & Samuel A. Donaldson

Locally sponsored by Blanchard Walker O’Quin & Roberts Law Firm, TMCE, LLP Certified Public Accountants and Consultants, and Regions Bank.

Event will occur at the Regions Center, 333 Texas St. Shreveport – Wheless Auditorium.

WHEN: Wednesday, September 21, 2016 from 9:00 AM to 3:30 PM (CDT)
WHERE: Blanchard Walker O’Quin & Roberts Professional Law Firm – Regions Center, Wheless Auditorium, 333 Texas Street, Shreveport, LA 71101