2016 Annual Estate Planning Conference

2016 Annual Estate Planning Conference

Loyola’s 2016 Annual Estate Planning Conference features topics relevant to beginning practitioners as well as experienced advisors who work in the area of estate planning and administration. As customary the seminar contains sessions on recent developments in Louisiana and federal law, professionalism, and ethics. Other topics include tips for drafting, exit strategies, the IRA and qualified plan beneficiary designations, charitable contributions, the living trust, regulations under Chapter 14, S corporation issues and rules, and basis consistency.


  • When

  • Thursday, December 1, 2016 - Friday, December 2, 2016

  • Where

  • Pan American Life Center
    601 Poydras Street
    11th Floor Auditorium
    New Orleans, Louisiana 70130

CLE Credits and Printed Materials


This program has been approved by the Mandatory Continuing Legal Education Committee of the Louisiana Supreme Court for a maximum of 12.5 hours credit, including 1.0 hour(s) of ethics, 1.0 hour(s) of professionalism, and 0.0 hour(s) of law office practice.

Additionally, the program has been approved for 12.5 hours of specialization credit in Tax and Estate Planning. Thus, if you attend the entire course, you will receive 12.5 hours of Tax specialization credits and 12.5 hours of Estate Planning specialization credits.

This program has been approved by the State Bar of Texas for a maximum of 12.0 hours of credit, including 1.0 hour of ethics.

Regarding the purchase of Printed Course Materials 
Printed materials need only be purchased if you want them in addition to those sent electronically. 

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