Th

e S

alva

tion

Arm

y -

Est

ate

Pla

nn

ing

Web

cast

401

NE

Ada

ms

Str

eet

Peo

ria,

IL

616

03

LeightonLegal Group,

LLCAttorneys and

Counselorsat Law

Local Sponsors:

HOW TO REGISTER:

• Email: aly_wrezinski@usc.salvationarmy.org • Call: Aly Wrezinski at (309) 829-9476 • Fax: (309) 827-8997

• Mail: Return payment of $20.00 and the registration form to:

The Salvation ArmyAttn: Aly Wrezinski

611 West Washington StreetBloomington, Illinois 61701

QUESTIONS?

CONTACT

Aly Wrezinski (309) 829-9476

Webcast Location:Illinois Wesleyan University

Davidson Room at the Memorial Center

Bloomington, Illinois

Continuing Education Credits

MCLE, CLE, CPE, CFP and CTFA continuing education credits are pending approval including one hour of ethics.

Additional Webcast Locations:In Illinois: Canton Champaign

Galesburg Macomb Morris Ottawa

Peoria Rock Island Springfield

“The Changing Climate of Estate & Charitable Planning”

FEATURING

Ann B. Burns &

Kathryn W. Miree

Wednesday, September 25, 2013

Broadcast live from Minneapolis to:

Illinois Wesleyan University Memorial Center Bloomington, IL

& Other National Webcast Locations

Continuing Education Credits Pending

Presented By

of McLean County

“The largest estate and charitable gift planning conference in the nation.”

Registration/Contact Info: The 21st Annual

CO

MIN

G T

OB

LO

OM

ING

TO

NS

EP

TE

MB

ER

25T

H

Pre

sort

ed S

tand

ard

U.S

. Pos

tage

PAID

Peo

ria,

IL

Per

mit

No.

862

ETHICS SESSION 9:30 a.m.- 10:30Ann & Kathryn Ethical Issues Are Still Hot

Update on Circular 230

Sarbanes Oxley

Conflicts of interest in estate planning

Donor and client competency

Representing a fiduciary

Malfeasance and Misfeasance

SESSION I 10:30 a.m.- Noon Ann B. Burns Current Developments & Planning Opportunities

American Taxpayer Relief Act of 2012

Department of Treasury priority guidance plan

Grantor trust rules

Personal liability of fiduciaries

Gifts of life insurance

LUNCH 12:00 noon—1:00 p.m.

SESSION II 1:00 p.m.- 3:00 Kathryn W. MireeTen Smart Charitable Planning Ideas

Impact of Taxpayer Relief Act on charitable giving

Accelerating charitable gifts

Family business & charitable issues

Funding charitable gifts with retirement assets

Charitable giving when taxes are not an issue

Distributions to beneficiaries

SESSION III Overview Discussion/Q&A3:00 p.m. – 3:30 Ann and Kathryn

Ann B. Burns

Ann is the chair of the Trust, Estate & Charitable Planning group at GrayPlant Mooty. Her practice focuses on estate planning,business succession Planning, estate & trust administration, and fiduciary and tax litigation.

Ann brings a unique mix of skills to her lawpractice as a CPA (inactive) and a principal in the firm. She represents multi-generational familiesof wealth throughout the country, assisting and guiding them in their relationships with trustees and other advisors. Ann also represents individualand corporate trustees in estate & tax planning andin fiduciary controversies in state and federal courts.

She has presented numerous seminars on topicsrelated to estate planning, trusts, estates, and taxation. Ann was featured in an article in The New YorkTimes focusing on how the uncertainty of the estate tax’sfate is challenging heirs.

Education:University of Wisconsin Law School, J.D., 1981Iowa State University, undergraduate degree, 1978

Kathryn W. Miree Kathryn W. Miree is the president and primary consultant for Kathryn W. Miree & Associates,Inc., now in its 11th year of operation. Shespent 15 years in various positions in the Trust Division of a large southeastern bank rising tothe position of Senior Vice President andmanager of the Personal Trust Department.

She then joined a regional brokerage firm to establish its trust company and served as its initial President and CEO.

Kathryn is a past president of the national Committee onPlanned Giving, past president of the Alabama PlannedGiving council, past president of the Estate Planning Councilof Birmingham, and past president of the Alabama Bankers Association Trust Division. She is a member of the AlabamaBar Association and Birmingham Bar Association. She is a nationally recognized speaker and author on nonprofit giftplanning and administration topics.

Education:Received a B.A. from Emory UniversityReceived J.D. - University of Alabama School of Law

Please return payment and registration form by

Wednesday, September 11

REGISTRATION FORM

(one form per participant, copy if needed)

Cost: $20.00 per person

Mail Registration To: The Salvation ArmyAttn: Aly Wrezinski

611 West Washington StreetBloomington, Illinois 61701

(on back side)

E-Mail and Telephone: see “How to Register” ____

______________________________________ Name

__________________________________________ Title

__________________________________________ Organization / Firm

__________________________________________ Address

__________________________________________ City / State / Zip Code

__________________________________________ Area Code / Phone

__________________________________________ E-mail address (required for e-mail confirmation)

Check Enclosed: Amount $___________please make checks payable to The Salvation Army

Credit Card: Visa Discover Mastercard

_________-_________-_________-_________ ____/____ Credit Card Number Exp Date

________________________________________________ Please print name as it appears on the card

______________________________________________________ Signature of Cardholder

Wednesday, September 25, 2013