46th ANNUAL  GULF COAST

ESTATE PLANNING CONFERENCE

SEPTEMBER 16, 2025

8:30 - 4:00

NATIONAL MARITIME

MUSEUM OF THE GULF (GULFQUEST)

 

SPEAKERS AND TOPICS

 

DIGITAL RESURRECTION – VICTORIA HANEMAN, UGA LAW PROFESSOR

INVESTING FOR TAX EFFICIENCY – GREG DORRIETY, MORGAN STANLEY

ARTIFICIAL INTELLIGENCE IN ESTATE & FINANCIAL PLANNING – ROSS BRUCH, BROWN BROTHERS HARRIMAN

INVESTMENT UPDATE – STEPHEN MORGAN, HANCOCK WHITNEY

PLANNING IN LIGHT OF THE ONE BIG BEAUTIFUL BILL -  ROB KELLER, KPMG

TRENDS IN SECURITIES ENFORCEMENT – AMANDA SENN, ALABAMA SECURITIES COMMISSION

LUNCHEON SPEAKER – JO BONNER, PRESIDENT UNIVERSITY OF SOUTH ALABAMA

 

 

 

 

 

 

 

 

 

To register:    www.gulfcoastestateplanningconference.com

 

 

 

 

 

 


Estate Planning Council of Mobile, Inc. is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.