44th ANNUAL  GULF COAST

ESTATE PLANNING CONFERENCE

SEPTEMBER 19, 2023

8:00 - 4:15

MOBILE CONVENTION CENTER

TOPICS/SPEAKERS

PRINCIPAL & INCOME ACT

VINCENT SCHILLECI - MAYNARDNEXSEN

TRUST TAX SITUS DETERMINATION

JENNIFER MCEWEN -MAYNARDNEXSEN

THE END OF AN ERA IS LOOMING: PREPARING NOW FOR EXPIRING TCJA PROVISIONS

ROBERT KELLER, KPMG

ECONOMIC AND MARKET UPDATE 

JOHN NORRIS - OAKWORTH CAPITAL

TAXATION OF REVENUE FROM TIMBER HARVESTING

DR. ROBERT TUFTS

HOW GOOD EMPLOYEE BENEFITS HELP GROW A BUSINESS

-Andrew Martin PROVIDENCE PARTNERS

FAMILY DYNAMICS AND INTERGENERATIONAL CONFLICT - SUSAN ROUNDS

DEUTSCHE BANK/NATIONAL ASSOC.ESTATE PLANNING COUNCIL SPEAKER

LUNCHEON SPEAKER- JAMES DELAPP

EXECUTIVE DIRECTOR, PUBLIC WORKS CITY OF MOBILE

 

 

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.