Virtual Estate & Charitable Gift Planning Institute

Virtual Estate & Charitable Gift Planning Institute Image

The Salvation Army to Host Virtual Estate and Charitable Gift Planning Institute 29th Annual Symposium Guides Professional Advisors in Achieving Clients' Philanthropic goals.


The Salvation Army is again hosting a FREE symposium for attorneys, financial planners, accountants, bank trust officers, and financial advisors. This year's event will take place virtually on Thursday, May 9th from 8:30am to 3:30pm and expects to provide these continuing education credits: CPE, CTFA, CFP, CLE, and CE for Insurance. Register today at .

Attorney Conrad Teitell anchors this robust panel of experts. A principal in the law firm of Cummings and Lockwood, Teitell chairs the firm's National Charitable Planning Group. He is an adjunct professor at the University of Miami School of Law and has lectured in all 50 states on taxes and estate planning. He is joined b key members of his firm. Michael Kaelin, a graduate of Duke University School of Law, is a principal and leads the Litigation and Closely Held Business Group. Betsy Falkoff, a principal, and Brianna Marquis, an associate, counsel high net worth individuals in trust and estate planning, charitable giving and tax efficient wealth transfers.

Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation. He served as the director of planned giving for the United Way of Metropolitan Atlanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta.

Larry Katzenstein chaired the Ame4rican Bar Association Tax Section Fiduciary Income Tax Committee. He is a fellow of the American College of Trust and Estate Counsel and a member of its Charitable Planning and Fiduciary Income Committees and has served as a member of the advisory board of the New York University National Center on Philanthropy and Law.

"Not only will participants gain a deeper understanding on how to meet their clients' philanthropic needs, but they will also be able to ask questions of our panelists, who are some of the nation's top estate planning attorneys," says Dr. Scott Janney, Territorial Director of Gift Planning for The Salvation Army.

For more information about The Salvation Army's gift planning tools, visit; contact Amy Anderson at (207) 245-3734 or