11th Annual "Advanced Estate Planning" Continuing Education Seminar

                                     

                                    December 12, 2008

The 2008 INTEGRIS Advanced EPS Seminar will be held Friday, December 12, 2008.  We are pleased to be able to teleconference this seminar held in Edmond, Oklahoma to several rural locations.  Live video interactive sessions will be held in Afton (TBD), Clinton, Enid, and Ponca City.

The following are confirmed speakers and topics for the 2008 Advanced Estate Planning seminar:

  • "Ethical Issues in Planned Giving", Johni Hays, Senior Planned Giving Consultant -The Stelter Company, Des Moines, IA
  • "Update on the Oklahoma Wealth Transfer Act", Susan B. Shields , Attorney - McAfee & Taft, Oklahoma City, OK
  • "Using LLC's to Hold Mineral Interests", Roy W. Chandler, Attorney, Oklahoma City, OK and Martin Postic, Jr., Attorney - Postic & Bates, Oklahoma City, OK
  • "Using Charitable Trusts in your Estate Plan ( Charitable Remainder Unitrusts and Charitable Lead Trusts)", John W. Mee, Jr., Attorney - Mee, Mee & Hoge, PLLP., Oklahoma City, OK

Continuing Education credits are avaliable for attorneys, CPA's, CFP's, and other estate planners.

For more information, contact:

Mary Pat Love, Director of Planned and Principal Gifts
INTEGRIS Foundations
(405) 951-5044
1(888) 567-3433 (toll-free)
foundation@integrisok.com



 
 
INTEGRIS Foundations
3030 NW Expressway
Suite 1600
Oklahoma City, OK 73112

Main Number
405-951-5005

Toll Free
(888) 567-3433

Fax
(405) 951-5035