Name: Selected Estate Planning Recent Developments - Part I
Start: 2024-10-18T11:20:00-0600
End: 2024-10-18T12:20:00-0600

Welcome to the 72nd annual Montana Tax Institute!
We are excited for you to join us for two days of presentations by the nation’s experts in taxation, estate planning, and related topics.

None of this would be possible without the generosity and support of our sponsors. Thank you to our major sponsors US Bank Wealth Management, Montana Community Foundation, First Interstate Wealth Management, First Trust Company, and Ashton Thomas Private Wealth. We are also grateful for the continued support of our event sponsors Crowley Fleck, Wipfli, Bessemer Trust, First Trust Company, and the University of Montana Foundation. Please take the time to visit with sponsor representatives during the conference. It is only with our sponsors’ support that we continue to bring nationally recognized speakers to the Montana Tax Institute.

Thank you for joining us. We look forward to seeing you at the Holiday Inn Missoula (or online!) Friday and Saturday, October 18-19, 2024.

Warmest regards, Dean Elaine Gagliardi and Professor Pippa Browde

Friday October 18, 2024 11:20am - 12:20pm MDT

Holiday Inn Downtown Ballroom

This presentation reviews the most recent cases, rulings and regulations promulgated in the area of wealth transfer taxation. The presentation discusses implications of the developments and it offers estate planning and drafting techniquest in response.

Speakers

Turney Berry

Wyatt, Tarrant & Combs, LLP, Louisville, KY

Turney Berry is with the Louisville Office of Wyatt, Tarrant & Combs, LLP and the leader of the firm’s Tax, Business &Personal Planning Service Team. Mr. Berry concentrates his practice in the areas of estate and business planning,estate and trust administration, and charitable... Read More →

Charles "Clary" Redd

Stinson LLP, St. Louis, MO

Clary Redd is a partner with the firm of Stinson LLP in St. Louis, Missouri. His practice concentrates in the areas of estate planning, estate and trust administration and estate and trust-related litigation. He is a nationally recognized speaker and author. He is the lead presenter... Read More →

Friday October 18, 2024 11:20am - 12:20pm MDT
Holiday Inn Downtown Ballroom

General Session

72nd Annual Montana Tax Institute

Turney Berry

Charles "Clary" Redd

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