University of Richmond to Host Estate Planning Seminar
April 30, 2004
The University of Richmond will host its 32nd-annual Estate Planning Seminar May 14 in the Robins Center.
The first session will begin at 8:30 a.m. with an economic and market outlook from John K. Lynch, chief market analyst for Evergreen Investments. Robert Lew, president and founder of Planning and Financial Advisors in San Francisco, will give the keynote address at 2:30 p.m. on "Family Values/Charitable Giving--Surprising Results from Goal-Based Planning."
Other topics include recent developments in estate planning law, IRS law, probate law and gift annuities.
Registration will begin at 7:45 a.m. A reception at 4 p.m. will follow
the seminar.
The seminar is for estate planning professionals in such fields as law,
accounting, banking, life insurance and financial planning. For information
or to register, call Wayne Olson, associate director of estate planning
at the University of Richmond, at (804) 289-8969 or visit the Web site
www.urseminar.com.