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DTSTART:20190129T173000Z
DTEND:20190129T190000Z
LOCATION:Minnehaha Country Club
UID:1728820190129T173000ZTHE NEW "MODERATELY WEALTHY”: PLANNING FOR CLIENTS WITH NET WORTH UNDER $11 MILLION 
DTSTAMP:20260418T101955Z
DESCRIPTION:\nThe 2017 Tax Act has shifted the focus of estate planning clients who used to be concerned about minimizing transfer taxes. Within the context of current law, clients with a net worth of under $11 million are more concerned with issues such as the following:\n Whether trusts are a necessary part of an estate plan Utilizing powers of appointment for income tax and non-tax purposes Minimizing trust level income taxes Ensuring the availability of basis step-up \nRegistration will close at 5 pm on Thursday, January 24th.  Please register if you will attend to ensure we have an accurate lunch count.  Thank you!\n \nContributors:\n \nCharles A. Redd\n \nCharles A. ("Clary") Redd is a partner in the St. Louis office of Stinson Leonard Street LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \n \nTurney P. Berry\n \nTurney P. Berry is a Member of the Executive Committee and the Chair of Wyatt, Tarrant & Combs’ 22 lawyer Trusts, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®. \n
SUMMARY:THE NEW "MODERATELY WEALTHY”: PLANNING FOR CLIENTS WITH NET WORTH UNDER $11 MILLION  - Sioux Falls Estate Planning Council 
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