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"Back to Basics" Theme for Tax Section's Summer Conference

4/16/04

The Tax Section of the State Bar of Michigan will be holding its 17th Annual Summer Tax Conference at the Soaring Eagle Casino and Resort in Mount Pleasant June 25–26, 2004. The theme of this year's program will be "Back to Basics."

Internationally recognized lecturer Roy M. Adams, senior Chairman of the Trusts and Entities Practice Group, of Sonnenschein, Nath and Rosenthal of New York City is the keynote dinner speaker on Friday, June 25. He will also lecture for the entire Saturday morning session.

Other prominent speakers are: Robert Keebler, chair of the Financial and Estate Planning Team of Virchow Krause and Company, Green Bay, Wisconsin and Ronald Aucutt, immediate past President of the American College of Trust and Estate Counsel and leader of the Private Wealth Services Group, McGuireWoods LLP, McClean, Virginia. Local speakers include W. Josh Ard, Richard Barclay, Michael Benson, Roberta Granadier, Mark Jannott, Dan Palmer, Jeffrey M. Risius, Nancy H. Welber, and Alan D. Whitman.

Henry P. Lee, Program Chair, described the speakers as "exceptional." He pointed out that "Roy Adams is very likely the most renowned authority on estate planning in America. These speakers will provide attendees with valuable action plans to benefit their clients," Lee said.

The program will build on fundamentals so that participants will get a better understanding of the issues affecting the various sub specialties in taxation. Areas to be covered will include estate planning, family business succession; corporate and executive tax planning, pension issues, state and local tax matters, portfolio management and federal tax proposals.

The conference is sponsored by the Tax Section along with Standard Federal Wealth Management Group, Stout Risius Ross, and Virchow Krause and Company. It is open to all interested lawyers.

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