44th Annual Estate Planning Seminar – LSU Law Center
October 9-10, 2014
Stay abreast of the very latest developments and hottest tips in estate planning today and help your clients plan for tomorrow. This seminar is designed to provide timely and relevant information to lawyers, financial planners, and accountants dealing with the complexities of estate planning.
LSUcle’s Annual Estate Planning Seminar is one of the longest-running seminars of its kind in the country. This program is approved for 12.5 hours of CLE and Louisiana Estate Planning & Administration and Tax Law specialization credit, and 4.0 hours of Title Insurance CE.
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Register online now for one, or both days. Click here.
To view the seminar brochure, including a detailed schedule and registration form to fax or mail, click here.
Topics and Speakers: (subject to change without notice)
Thursday, October 9 8:40 am – 5:05 pm (6.5 CLE hours)
Successions & Donations – Joseph W. Mengis
Practical End of Life Counseling – Regan A. Forrester, Linda S. Melancon, Susan E. Nelson
Litigation Issues for the Estate Planner – D. Bruce Spizer
Life Insurance Uses and Issues – William C. Kalmbach, III
Professionalism – Betty A. Raglin
Recent Developments in Taxation – Jeffrey W. Koonce
Friday, October 10 8:45 am – 4:30 pm (6.0 CLE hours)
Estate Planning with Large Land Holdings – Kyle C. McInnis
Portability Planning – Steve R. Akers
Best Provisions in Estate Planning Documents – Miriam Wogan Henry, John B. Landry, Jr.
Ethics – Greg Smith
Partnership Tax Issues – Philip Hackney
Income Tax Aspects of Estate Planning – B. Trevor Wilson
Location: LSU Law Center, McKernan Law Auditorium (1 East Campus Drive, Baton Rouge)
Credits: Earn up to 12.5 Louisiana CLE credits including Ethics and Professionalism (your full-year requirements), 12.5 Texas CLE credits including two hours of Ethics, 12.5 Mississippi CLE credits, or 4.0 Louisiana Title Insurance CE credits. Need credit for another bar or professional association? We will work with you to report to those entities; fill out the registration form in this brochure, and be sure to complete the portion for “other states.” Or, sign up for other state/organization CE credits at the seminar. Please know your bar/association membership numbers. Selected topics have been approved by the LDI for a total of 4 hours of Title Insurance continuing education credits.
Parking: Due to changes in LSU’s parking policy, we are no longer able to reserve the parking lot next to the Law Center for seminar parking.
Free parking is available in the North Fraternity Lot on West Lakeshore Drive (#8 on the map), a 7-minute walk to/from the Law Center. Before parking, you must first obtain a free parking permit in the Visitor Center (#10 on the map). The Visitor Center hours are 7:00 a.m.-5:30 p.m., Monday thru Friday. Vehicles without a permit will be ticketed.
Metered parking in the new Union Square Garage is available for weekday parking at a reduced rate of $6.00/day (normally $1.50/hour) with parking tags purchased in advance through LSUcle. The garage (#9 on the map) is located next to the Law Center. Tags must be purchased from LSUcle with registration and will be distributed at the garage beginning at 7:00 a.m. Tags will not be available for onsite purchase in the garage. However, visitors without prepaid tags may park in a numbered spot and pay at one of the kiosks located on Level 2 and Level 3 before leaving the garage on foot. The onsite fee is $1.50/hour.
WARNING: Garage parking is limited. Our seminars may be competing for garage space with other campus events. Consequently, the tags will be sold on a first-come, first-served basis.
Directions to the Union Square Parking Garage can be found here.
Hotel Accommodations: Attendees interested in hotel accommodations for the seminar may contact The Cook Hotel on the LSU campus at 866-610-2665 and reference “LSU Law Center Estate Planning Attendees” for a special rate of $93.00/night for Standard King or Standard Double, and $113.00 for King Suite or Double Suite. Rooms are limited. Do not delay. If you are not successful in getting a room, click here for a list of other Baton Rouge hotels.
Seminar Materials: You have a choice of convenient, PDF materials available approximately one week before the seminar or a bound, hard copy of the materials available for pick-up at check-in. Instructions on how to download PDF materials will be included in your confirmation letter, sent via email and snail mail immediately upon registration. Because neither internet access nor electrical outlets are guaranteed, we suggest that you either print or save the PDF materials to your desktop, and fully charge your batteries, if you wish to review them at the seminar. If you select hard-copy materials, they will be distributed upon check-in at the seminar. Walk-in registrations must pay the registration price for and receive hard-copy materials by default.
Cancellation Policy: Cancellation requests must be received in our office in writing, by email, fax, or mail, no later than 4:30 p.m., on October 2, 2014, to receive a refund less a $50 cancellation fee. Requests must be addressed to our office: LSUcle, LSU Law Bldg., Room W203, 110 Union Square, Baton Rouge, LA 70803-0106, and may be faxed to (225) 578-5842 or e-mailed to firstname.lastname@example.org.
THANK YOU to our generous sponsors:
Argent Financial Group, Inc., Ruston
Capital One Wealth and Asset Management, Baton Rouge
Chaffe & Associates, Inc., New Orleans
IBERIABANK Wealth Advisors, Birmingham, AL
Regions Bank – Private Wealth Management, Baton Rouge
Whitney Bank – Trust & Asset Management, New Orleans