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Sponsored Education Online: Charitable Planning Strategies for Non-Traditional Unions

CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

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There are no formal registration requirements for course providers in the balance of the states.

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Original Air Date Archives Level CE Credits*
Tuesday, 06/10/14
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate CLE*: 1 hr
CLE Course Approvals
[Password provided in your registration email]

*You must participate in the live event to get CLE credit. Click here for applicable MCLE approvals.

Co-produced with the
American Cancer Society


Program Overview

The LGBT Community has unique challenges when it comes to estate planning.  The demise of the Defense of Marriage Act (DOMA), the federal government's recognition of same sex unions, and the fact that some states still do not recognize these marriages, mandates that LGBT unions of any kind must take great care in how they plan their estates to minimize the estate tax, both federal and state, and protect their assets from creditors.

Third in a series of four on charitable planning after ATRA.

Attendees Will Learn:

  • The different types of LGBT unions
  • The specific concerns these unions generate relative to estate planning
  • What can be done to assure effective estate plans
  • How charitable planned giving can complement and enhance these estate plans

Featured Speaker:

Turney P. Berry, JD, is a partner at Wyatt Tarrant & Combs, LLP. He is the leader of the firm's trusts, estates and personal planning service team and also serves on the executive committee. He concentrates his practice on estate and business planning, estate and trust administration, and charitable giving and tax-exempt organizations. Turney is a member of numerous professional, academic, and legal organizations and has spoken extensively in the areas of estate planning and charitable giving for such organizations as American Institute on Federal Taxation, Heckerling Institute on Estate Planning, ABA Real Property, Probate and Trust Law Section Joint Meeting with The Tax Section, and others. He is also the co-author of several books and articles. He has been admitted to the Supreme Court of Kentucky, the Supreme Court of the United States and the United States Court of Appeals, Sixth Circuit.

Ray Prather, JD, CPA, focuses his practice on helping couples, individuals, and the owners of small and closely held businesses achieve their estate planning and charitable giving goals. Through estate and tax plans he helps clients protect their family members and reduce their potential estate tax burden, start their own business, choose and set up corporate entities for liability protection, and has helped owners of stock in closely held businesses negotiate sales of their interest. In probate and estate administration, Ray has helped clients deal with contentious family members to secure their fair share of inheritances while minimizing costly litigation. He has also provided advice to fiduciaries about how to carry out their duties consistent with controlling laws. He is a member of Lambda Legal's National Planned Giving Council, Metropolitan Family Services' Planned Giving Committee, and Advocate Charitable Foundation's Planned Giving Council.

Richard M. Weber, MBA, CLU®, AEP® (moderator) was the 2012-2013 President of the Society of Financial Service Professionals. A 46-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, and now a consultant to insurers and their agents on the topic of effective and ethical selling. Author of more than 300 articles, his most recent research, Life Insurance as an Asset Class, co-authored with Christopher Hause, received the 2008 Academy of Financial Services "Best Paper" award. Mr. Weber, a member of the Society of Financial Service Professionals for 40 years, has been honored with the Society's Kenneth Black, Jr. Leadership Award.

Program Archive

This program will be archived and accessible online about a week after the live event and will include both the audio portion and PowerPoint slides. All members will have access to the archived program.

How Audio/Web Conferences Work

All you need to participate in an audio/web conference is a computer with internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the web presentation, you have the option to listen only over the phone.

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