National Christian Foundation Alabama

Past Events

May 8, 2019 WEBINAR: The Generational Solution
May 2, 2019 TOPIC: Charitable Gifting Strategies / Creating a Legacy of Eternal Significance
April 10, 2019 WEBINAR: Qualified Opportunity Zones
April 4, 2019 TOPIC: After Retirement: Helping our clients with decisions/costs of growing old
March 7, 2019 TOPIC: Longevity Risk Assessment and Tolerance in Planning
February 7, 2019 TOPIC: Income Tax Reform Act
January 3, 2019 TOPIC: Investment / Economic Overview
December 6, 2018 TOPIC: Recent Estate Updates
November 1, 2018 TOPIC: Dealing with Forgotten Assets in Estate Planning
October 18, 2018 2018 Annual Social
October 4, 2018 TOPIC: The Planning Equilibrium: Motivating Your Clients to Action
September 6, 2018 TOPIC: The Changing World of Estate Planning: Where are we? Where are we going?
July 17, 2018 Birmingham Financial Alliance Summer Social
May 10, 2018 TOPIC: Trusts as Beneficiaries of IRAs / Tax Planning Development Opportunities under TCJA
April 5, 2018 TOPIC: Alabama Accountability Act
March 1, 2018 TOPIC: Elder Capacity Issues
February 1, 2018 TOPIC: Timber and Natural Resources Held in Trusts
January 4, 2018 TOPIC: Economic Update
November 30, 2017 TOPIC: Estate Planning Update
October 5, 2017 TOPIC: Advising Clients through the Toughest Times of Life
September 7, 2017 TOPIC: The Generous Business: How Families Use their Business as an Engine of Generosity
June 29, 2017 ANNUAL SOCIAL
May 4, 2017 TOPIC: Top Tax Planning Strategies for 2017
April 6, 2017 TOPIC: Planning with S-Corps
March 2, 2017 TOPIC: Panel Discussion: Recent Developments in Trusts, Estates and Estate Planning in Alabama
February 2, 2017 TOPIC: Recent Supreme Court Cases
January 5, 2017 TOPIC: Economic Update
December 1, 2016 Topic: Year End Estate Tax Wrap Up
November 3, 2016 Annual Social
October 6, 2016 Topic: Cyber Estate Planning
September 1, 2016 Topic: Trust Litigation
August 12, 2016 Barons Baseball Social and Networking Event
July 12, 2016 Birmingham Financial Alliance Summer Social
May 20, 2016 Charitable, Estate and Business Succession
April 7, 2016 Estate Litigation
March 3, 2016 How to Practice Your Profession, Abide by the Rules of Professional Conduct, and Have a Life
February 4, 2016 Survey of Common Legal, Financial and Medical Issues facing the Aging Client and Recommended Practices in Offering Solutions
January 7, 2016 Economic Update
December 3, 2015 Recent Developments
October 1, 2015 Strategies for Saving Both Transfer and Income Tax
September 3, 2015 Estate and Charitable Planning for Clients with Chronic Illness
May 7, 2015 Estate Planning: Important Trends and Current Developments
April 2, 2015 Fiduciaries & Firearms - Gun Trusts
March 5, 2015 Divorce in Alabama - Estate Planning Considerations
February 5, 2015 IRS Audit Issues and Strategy
January 8, 2015 Financial Update
December 4, 2014 Current Developments
October 2, 2014 Dispute Resolution
September 4, 2014 Elder Care and Veterans' Benefits
May 2, 2014 Four Hour Conference - Natalie Choate
April 3, 2014 Personal Legacies in the Estate Planning Process
March 6, 2014 Employee Stock Ownership Plans (ESOPs) as a Business, Tax and Estate Planning Vehicle
February 6, 2014 Total Return Trusts and Other Trust Structure Opportunities
January 9, 2014 Financial Update
December 5, 2013 Estate Tax Update
November 18, 2013 Estate Planning Council of Birmingham Annual Reception
October 3, 2013 Income Taxation of Life Insurance
September 5, 2013 Reducing State Income Taxes on Trusts
January 3, 2013 Tools of The Trade
December 6, 2012 Estate Tax Update
November 13, 2012 Birmingham Estate Planning Council Annual Reception
October 4, 2012 Fiduciary Responsibilities for Insurance Policies in Trust
September 7, 2012 The Use of Limited Liability Entities in Estate Planning
May 11, 2012 Selecting the Best Charitable Donee
April 5, 2012 Using Collaborative Practice to Resolve Estate Disputes
March 1, 2012 Planning with a Vacation Home or Farm
February 2, 2012 Global and US Economic Outlook
January 5, 2012 New Alabama Legislation Affecting Estate Planning
January 3, 2012 Tools of The Trade
December 1, 2011 Recent Developments in Estate & Trust Administration
November 11, 2011 A Potpourri of Effective Estate Planning Strategies for 2011
October 18, 2011 Annual Dinner
September 1, 2011 Multiple Marriage Planning: His, Hers, Ours and Somebody Else’s
May 4, 2011 Find Me The Money
April 7, 2011 Why Well-Drafted Trusts are Necessary but not Sufficient to Avoid Family Conflicts in the Future
March 3, 2011 Complex Tax Litigation
February 3, 2011 The Coordination Gap-Ordering Relationship Among Trust Participants
January 6, 2011 Economic Update
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