ESTATE PLANNING COUNCIL OF CHATTANOOGA

The September 2012 meeting of The Estate Planning Council of Chattanooga will be a joint LUNCHmeeting with the Tennessee Society of Certified Public Accountants (TSCPA) and will be held on Thursday, September 13, 2012, at the Trade and Convention Center. A lunch buffet will be available beginning at 11:45 a.m.  The meeting will begin at approximately 11:50 a.m.  For sustaining members, the cost of meals for each meeting for which a reservation is made is $20.00, even if not attended.  For guests, the cost of the meal for each meeting for which a reservation is made is $30.00, which is the host member's liability.

 

RESERVATIONS: Please send your reservation to the Estate Planning Council's Administrative Assistant, Robin Holcomb, by e-mail, fax or phone, no later than 5:00 p.m., Thursday, September 6, 2012, as follows.

 

Reservations e mail address:      reh@smrw.com

Reservations fax number:            423/756 4801  (Attn. Robin)

Reservations phone number:     423/757 0487

 

Please also indicate the name(s) and number(s) of guests.  If you are a sustainer, please so indicate.

 

IMPORTANT - PLEASE NOTE: If you are also a member of the TSCPA, please so indicate when making your reservations through Robin Holcomb. 

 

Do not call the Trade and Convention Center with reservations, changes or cancellations.  Send notice of changes or cancellations to Robin by e mail, fax or phone.

 

CLE/CPE/CFP CREDIT:  The meeting will qualify for one hour CPE. CLE and CFP credit has been submitted for approval.  Attorney and Certified Financial Planner Members MUST include their BPR and/or CFP numbers on the registration sheet. You will not receive credit if these numbers are not included - unreadable entries cannot be submitted for credit.

 

PROGRAM:  The speaker for the September meeting will Anne McKinney, whose presentation is titled “Battle of No More Liens.”

 

Anne McKinney wears many hats - literally and figuratively. She is a sought-after speaker, a published author, and a caring and enthusiastic advocate for her clients in the areas of estate planning, probate, estate and gift taxation, and “jousting” with the IRS. A member of the Duke Estate Planning Council and the prestigious American College of Trust and Estate Counsel, Anne is a frequent lecturer at UT College of Law and countless legal conferences.  She's working on the follow-up to her book Estate Planning in Tennessee and occasionally posting her popular YouTube videos.

 

MEETING REQUIREMENTS:  Attendance at three meetings is required to continue to be a member of the Council.