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Indiana State Bar Association
MembershipMembers    September 22, 2014
Charitable Gifting CLE & Reception
Start Date/Time: Friday, July 25, 2014 3:00 PM
End Date/Time: Friday, July 25, 2014 6:00 PM
Recurring Event: One time event
Importance: Normal Priority
Description:

REGISTRATION FORM

Sponsored by Probate Trust & Real Property Section
Earn 2 hours of CLE!

Location:
Renaissance Hotel in Carmel (Carmel Ballroom I & II)

AGENDA
3:00 to 4:00 p.m.
Charitable Gifts of Tangible Personal Property
With interest rates low and a need for more income on the part of the retirees, making charitable gifts of tangible personal property, including collectibles, is a strategy worth considering. Phil Purcell discusses creative ideas for turning artwork, antiques, coin collections and other valuables sitting in the attic into a stream of income for those looking to supplement social security and other retirement pensions or funds.

Speaker: Phil Purcell, Vice President of Planned Giving & Endowment Stewardship, Ball State University Foundation


4:00 to 5:00 p.m.
Charitable Planning With IRA's
How to set up life income plans with a charitable component, funded during life and using appreciated assets.

Speaker: Pamela Jones Davidson, Davidson Gift Design


5:00 to 6:00 p.m.
Reception
Reception featuring light hors d’oeuvres is included in registration. Located in the Great Room (foyer area by lobby).

*Please note: The quarterly Probate Review Committee and the Probate, Trust & Real Property Section Council meeting will occur the following day. If you would like to stay overnight on July 25, a special rate ($109/night) is available through July 3, 2014. Click here to make your reservation online.

CLE Pricing (includes reception):

$60 | Probate Trust & Real Property Section Members
$75 | ISBA Member
$100 | Non-ISBA Member

Please add $10 to the cost of registration for registrations received after July 18.

Cancellations - A $25 service fee will be applied to cancellations received on or before July 18. No refunds on cancellations received after July 18.

 

Owned by ISBA ADMIN On Wednesday, June 25, 2014

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