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Old National Wealth Management and Dubois County Community Foundation annual Continuing Education Seminar

11.03.2010
Partner/Sponsor: Old National Wealth Management and Dubois County Community Foundation

 

 

Speakers and Topics:

Brent A. Sternberg, CFA, Senior Vice President, Old National

  • Economic Overview and Outlook for 2011

Attorneys from Bingham McHale LLP

  • Indiana Specific Estate Planning, Administrative and Tax Considerations
  • Fiduciary Risk and Liability
  • Florida Snowbird Clients and Asset Protection
  • Estate Tax Update
  • Use of Business Entities and Discounts in Estate Planning
  • Special Needs Trust
  • What Every Estate Planner Should Know About Divorce
  • Ethical Issues

Applying for 6 continuing education credits which would include 1 hour of ethics

Cost: $25

Download the registration form (PDF)

View the agenda (PDF)

LOCATION:

Jasper Inn

Jasper, IN

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