Today, The Salvation Army held it’s 19th Annual Estate and Charitable Gift Planning Institute in Minneapolis, MN. The national event was broadcast via webcast to locations all of the country including Indianapolis, Evansville, Terre Haute, Lafayette, Fort Wayne, Anderson, Columbus, New Albany, and Bloomington in Indiana.
In Indianapolis, more than 100 CPAs, finance officers, financial planners, trust officers, insurance agents, and attorneys attended the event which was held at the Marriott Indianapolis East. The seminar offered continuing education credits for many of the professional attending.
The featured guest were Ann B. Burns, and Charles “Clary” Redd. Ann is the chair of the Trust, Estate & Charitable Planning group at Gray Plant Mooty. Her practice focuses on estate planning, business succession planning, estate and trust administration, and fiduciary and tax litigation. In 2010, she was featured in an article in The New York Times focusing on how the uncertainty of the estate tax’s fate is challenging heirs.
Charles “Clary” Redd is Vice Chairman of SNR Denton’s trusts and estates practice and directs the firm’s trusts and estates practice in Missouri. He concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He has worked on estates and estate planning projects involving assets valued at several hundred million dollars.
In Indiana, the annual seminar is put on by The Salvation Army’s Planned Giving Department. If you would like to find out more about estate and charitable gift planning, visit MyPlan2Give.org.