Registration is now open for the annual estate planning seminar,
co-sponsored by The University of Southern Mississippi Estate Planning
Council and the Southern Mississippi Estate Planning Council.
Planning for Professionals 2003" will be held at 8 a.m. on
Dec. 2 at the Hattiesburg Lake Terrace Convention Center and will
offer information and the opportunity to earn continuing education
credits for estate-planning advisers. Early registration discounts
are available through Nov. 14.
seminar will provide estate planning advisers with current tools
and information to help them better serve their clients," said
Ben Samel, planned giving officer for the USM Foundation. "The
seminar fills up quickly, so it is advisable to register as soon
the day-long seminar include a review of current developments in
asset protection, estate planning, charitable giving in wealth management,
valuation case law update, income taxation of trusts and estates,
ethics for attorneys and wealth preservation using life insurance.
presenters for the event are experts in their field and bring a
vast array of experience and knowledge to the program.
include Jeff C. Bowman, tax attorney with Jackson and Jackson, PLLC;
Walt T. Dallas, tax attorney with Barnes Broom Dallas and McLeod,
PLLC; James A. Koerber, certified public accountant with Koerber
Turner, PLLC; Marc C. Porter, tax attorney at Watkins Ludlam Winter
and Stennis, P.A.; G. Windel Saffles, Jr., marketing consultant
for New York Life Insurance Company; James H.C. Thomas, Jr., chancellor
of the Tenth Judicial Chancery District; and J. William Williams,
Tim Ryan, executive
director of The University of Southern Mississippi Foundation, will
be the guest speaker during the lunch hour.
trust officers, financial planners, development officers, CPAs,
chartered life underwriters or other professional estate planners
may earn continuing education credits for the seminar. CLE/CEU/CLU
credits of 6-8 hours are awarded through the state.
fees, which include the cost of lunch, may be sent to the USM Foundation,
Box 10026, Hattiesburg, MS 39406. Registration fees received prior
to Nov. 14 will be $85 for council members and $95 for nonmembers.
Fees received after the deadline will be $120, pending available
For more information,
contact Ben Samel at (601) 266-5481.