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Estate & Charitable Gift Planning Institute

This is a FREE event * Lunch provided * FREE parking

This webcast qualifies for continuing education credits
by CLE, CPE, CFP, CTFA, & CE (applied for).

Hosted by The Salvation Army

To register for the following locations, please click on the links below:




The 21st Annual Estate & Charitable Gift Planning Institute
The Changing Climate of Estate and Charitable Planning:
What's Hot and What's Not

Featuring: Ann B. Burns & Kathryn W. Miree

Join us for the 21st Annual Estate & Charitable Gift Planning Institute and learn from nationally recognized speakers, Ann Burns and Kathryn Miree as they share the newest strategies - practical solutions and opportunities for planning following the American Taxpayer Relief Act of 2012.

Recent changes in income, gift and estate tax rates and exclusion amounts have dramatically changed estate and charitable planning strategies for taxpayers. And Congress is not finished yet!

Do not miss:

  • Current case law updates
  • Drafting in light of recent tax law changes
  • Reasons estate planning is more important than ever
  • Strategies to address charitable estate goals without using traditional charitable vehicles
  • Simple ideas to maximize lifetime and estate charitable gifts
  • Ethical considerations in charitable and estate planning

***Please see the agenda, at the bottom of this page***


Ann B. Burns

Nationally recognized speaker Ann B. Burns, of Gray, Plant, Mooty LLP, in Minneapolis, MN is back this year! Ann is the chair of the Trust, Estate & Charitable Planning group at Gray Plant Mooty. Her practice focuses on estate and charitable planning, business succession planning, estate and trust administration, and fiduciary and tax litigation. Ann has presented numerous seminars and written publications on topics related to estate planning, trusts, estates, and taxation.


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. Ms. Miree provides a full range of planned giving, endowment, and foundation management services designed to help charities build long-term financial stability through planned gifts and endowment. She spent 15 years in various positions where she worked extensively with not-for-profit organizations and their donors in the management of private foundations, community foundations, charitable trusts, pooled income funds, gift annuities and endowments.


Rebecca M. Maleto

For more information, please call:
Rebecca M. Maleto, Planned Giving Assistant
(860) 702-0071 or email:


Available Downloads

File NameFile Size (KB)
2013 ECGPI Agenda.pdf30 KB