HATTIESBURG - Registration
is ongoing for the annual Estate Planning Seminar sponsored by The
University of Southern Mississippi Estate Planning Council and co-sponsored
by A.G. Edwards & Sons, AmSouth National Bank, BancorpSouth
Trust and Asset Management, Hancock Bank Trust Department, Smith
Barney, Trustmark National Bank, Regions Morgan Keegan Trust and
UBS Financial Services.
The daylong seminar will be held from 8 a.m. to 4:15
p.m. Dec.7 at the Hattiesburg Lake Terrace Convention Center. Cost
to attend is $90 for council members and $100 for nonmembers. Registration
fees received after Nov. 19 are $120.
"This 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 as possible."
Topics and presenters for the seminar include the
- "Life Insurance," by Larry Voas of Northwestern
- "Review of Current Developments in Estate
Planning," by Barry Jones of Wise Carter Child & Caraway,
- "Long-term Care and Disability Insurance,
Critical Care Illness Insurance," by Brent Lamon of One Source
Brokerage, Birmingham, Ala.
- "Health Savings Accounts," by Linda Bounds
Keng of Watkins Ludlam Winter & Stennis, Jackson
- "412 Plan," by Richard Topp of Nicholson
& Company, PA, Hattiesburg
- "Ethics for Attorneys" by Ralph A. Yelverton
of Stubblefield & Yelverton, PLLC, Jackson
- "Estate Mediation," by David Grishman
of Watkins Ludlam Winter & Stennis, Jackson
Samel said the event's presenters, who are experts
in their field, bring a vast array of experience and knowledge to
the program. Gregg Lassen, chief financial officer at Southern Miss,
will be the guest speaker during the lunch hour.
Attorneys, trust officers, financial planners, development
officers, certified public accountants, chartered life underwriters
or other professional estate planners may earn continuing education
credits for the seminar. CLE/CEU/CLU credits of six to eight hours
are awarded through the state.
The registration fee, which includes lunch, may be
sent to the USM Foundation, 118 College Drive #10026, Hattiesburg,
MS 39406-0001. For more information, contact Ben Samel, planned
giving officer, at (601) 266-5481.