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DTSTART:20151207T180000Z
DTEND:20151207T071500Z
LOCATION:MAC 405 Washington Avenue
UID:1227420151207T180000ZThe Impact of ATRA/Future of Estate Planning and Fiduciary Services
DTSTAMP:20260305T231905Z
DESCRIPTION:\n[Registration Link](http://estate-planning-council-of-st-louis.ticketleap.com/dec-7-2015-clary-redd/)\n \nCost: Members $25, Guests $50\n \nSpeaker: Charles A. Redd \n \nTopic: The Impact of ATRA/Future Estate Planning and Fiduciary Services\n \nAbout the talk: It is import to the careers of all of us to pay attention to trends in our industry, such as what type of expertise is in high demand, client perceptions of what we offer and, frankly, what types of practice will deliver real value to the client and generate enough revenue to keep us in business. The following issues to be discussed during this presentation will offer you a sense of what the future holds for us:\n \nCPE\n \nFor information regarding program complaint or cancellation policies, please contact our offices at 314-520-3564.\n \nMembers will register by accepting the electronic invitation.  If you are unable to attend please decline the electronic invitation.\n \nEstate Planning Council of St. Louis is a registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.\n \nLearning Objectives:  Impact of ATRA2012;\n \nEstate planning services as a product or commodity;\n \nThe role of artificial intelligence; and\n \nThe emergence of family offices.\n \nThe role of artificial intelligence; and\n \nThe emergence of family offices.\n \nUpon completion of this course you should be able to: Anticipate and prepare for evolution of estate planning profession.\n \nDeliver Method: Group-live setting\n \nEarn 1 CPE credit for this session\n \nField of Study: Specialized knowledge and applications\n \nProgram Level: Intermediate\n \nWho should attend? Everyone at all levels\n \nSpeaker bio:  Clary Redd concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. Prior to joining the firm, Clary was a partner with another large law firm where he served as Vice Chair of its Trusts & Estates Practice Group. He was previously employed as a trust administrator by First Wisconsin Trust Company (now U.S. Bank, N.A.) in Milwaukee and as an assistant counsel by Centerre Trust Company of St. Louis (now U.S. Trust, Bank of America Private Wealth Management).\n \nClary has extensive experience and expertise in: (a) the drafting of wills, trust instruments, durable powers of attorney, marital agreements and other estate planning documents; (b) pre- and post-death tax planning for individuals, trusts and estates; (c) preparation and filing of estate tax returns, gift tax returns and fiduciary income tax returns; (d) representation of individual and corporate fiduciaries; and (e) litigation in the Probate Division and other equity divisions of the Circuit Court. He has worked on estates and estate planning projects, some involving assets valued at over a billion dollars, and has successfully handled numerous estate tax matters, gift tax matters, generation-skipping transfer tax matters, will and trust construction cases, will contests, contests of trust instruments, breach of fiduciary duty cases and other types of cases involving estates and trusts.\n
SUMMARY:The Impact of ATRA/Future of Estate Planning and Fiduciary Services - Estate Planning Council of St. Louis 
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