Central Bank & Trust Company

"529 Planning: Happy 25th Birthday!"

Date: Wednesday, May 12, 2021
Time: 3:00pm - 4:00pm
Location: Your Office via Zoom
Speaker: Susan T. Bart, JD - Schiff Hardin LLP, Chicago, IL

WHAT:  NAEPC Webinar - "529 Planning: Happy 25th Birthday"

WHO:  Susan T. Bart, JD, Schiff Hardin LLP, Chicago, IL

WHERE:  Your office via Zoom

WHEN:  Wednesday, May 12th - 3:00-4:00 PM

For the final meeting of this program year, we will be joining in one last time on a webinar by our national association, the National Association of Estate Planners and Councils (NAEPC).  Specifics on this meeting are as follows:

College savings accounts under Section 529 have grown up over the past 25 years, with numerous changes to the law.  They are wildly popular and very accessible to our clients.  But the tax laws are complicated, many questions remain unanswered and there are still no final regulations in sight.  Learn what’s now permitted under Section 529 and how to avoid some of the pitfalls.

Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group of the Chicago office of Schiff Hardin LLP.  She is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and Chair of ACTEC’s Estate and Gift Tax Committee.  Susan is recognized in Band 1, Chambers Private Wealth Law.  

We are very happy to be able to bring this meeting to you FREE of charge by joining in on our Zoom meeting.  A link will be emailed by Noon on the day of the event to all who RSVP by either clicking this link: https://www.bgepc.org/events/event/20979 - or by replying directly to this email.  Guests are welcome to join in, as always.  If you would like to include a guest, please be sure to RSVP for them as well in order to be sure we have the correct email address for them.  We need to receive your RSVP no later than WEDNESDAY, MAY 12TH!  at 12:00 PM.

We thank you so much for your continued support of the Bluegrass Estate Planning Council and for bearing with us during this very unconventional program year.  We especially want to say thank you to our President for this year, Elizabeth Leatherman, CPA!  We greatly appreciate your willingness to serve, Elizabeth.  We also would like to thank the rest of our Board - Andy Boardman, Melissa Palmer, Lauren Lovely, Erin Hall, George Ridings, Brandon Gaines, Natalie Schuler and Taylor Stuckey.  And last, but certainly not least, we would like to thank all of our amazing annual sponsors, who are highlighted at the bottom of this email!

Please be on the lookout in August for renewal information for our 2021-2022 program year.  We are not certain yet what it will look like, but we are very hopeful that we can go back to in-person meetings.  

***Also, we are looking for a CPA and a Trust Officer to fill vacant positions on our Board for the 2021-2022 program year.  If you are interested in serving in this capacity, please let me know.

We look forward to "seeing" you virtually on Wednesday, May 12th at 3:00 PM!

Melissa Gregory, Council Executive

As always, we would like to thank our 2020-2021 Sponsors!

PLATINUM 

Central Bank and Trust Co

Community Trust and Investment Company 

Frost Brown Todd LLC

GOLD

Cumberland Valley National Bank

Dean Dorton 

MCF Advisors

SILVER

Ridings Insurance and Financial Services LTD

See Upcoming Event Calendar