2009 Planning with a $3.5 Million Exemption
October 30, 2008,  3:00-5:15 p.m.
Century Center, Suites 1-3, South Bend

	Subject	Presenter
	2009 to ???? -- $3.5 Million Estate Exemption	Charles Schultz, JD
	Washington Update	Jerry McCoy, LLM
	Charitable IRAs, New Options	Chris Hoyt, JD
	Real Estate/Investment UBTI	David Newman, LLM
	Rebound of the Lead Trust	Charles Schultz

Expert attorneys will show you how your clients may use IRAs, bypass trusts, real estate and stock options in creative estate planning. Plus, the return of the lead trust will solve estate tax problems for your large estates.  And discover how you can lower clients' income tax bills for life with a Value Unitrust.

2009 Planning will be explained by a panel of nationally-known attorneys that specialize in estate planning and charitable giving, including Charles Schultz, Jerry McCoy, Chris Hoyt, and David Wheeler Newman.

Please join many of our community's best professional advisors when they gather to attend the Community Foundation's Fall GiftLaw Teleconference. 

This opportunity is provided free of charge and continuing education credits will be offered for attorneys, CPAs, Certified Financial Planners and Certified Bankers.