May 9, 2018- Top Planned Giving Vehicles for 2018

May 9, 2018 @ 11:30 am – 1:00 pm
Big Spring Country Club
5901 Dutchmans Ln
KY 40205
Members: Free Guests: $20
Amanda Featherstone

Planned Giving discussion with Turney Berry.

Turney Berry, Partner at Wyatt, Tarrant & Combs

Turney P. Berry concentrates his practice in the areas of estate planning, fiduciary matters, and charitable planning. Mr. Berry is a Member of the Executive Committee and the Chair of Wyatt, Tarrant & Combs’ 26 lawyer Trusts, Estates & Personal Planning Service Team.

Mr. Berry is the State Chair for the American College of Trust and Estate Counsel (ACTEC), a past Regent of ACTEC, and former President of the ACTEC Foundation; a Fellow of the American College of Tax Counsel; a member of the Joint Editorial Board for Uniform Trust and Estates Act; a Uniform Law Commissioner; a Member of the Advisory Board of Trusts and Estates Monthly; a Trustee of the Southern Federal Tax Institute; a member of the Advisory Council of the Heckerling Institute on Estate Planning; and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property, Trust and Estate Law.  He has been certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils [Kentucky does not recognize legal specialties.].  He is listed in Woodward/White’s The Best Lawyers in America® and in the Kentucky Super Lawyer Magazine in the area of Trusts and Estates.

Mr. Berry has been an Articles Editor of The Tax Lawyer, a past chair of the Louisville Bar Association Probate and Estate Planning Section, Adjunct Professor at Vanderbilt University, the University of Missouri, and the University of Louisville and regularly speaks at the nation’s leading estate planning conferences.  He is a member of the Louisville Estate Planning Council, Kentuckiana Planned Giving Council, an adjunct member of the American Association of Life Underwriters, and is a member of the Legal Advisory Committee of the Council on Foundations. Mr. Berry is the author or co-author of three Tax Management Portfolios:  Estate Tax Deductions – Sections 2053 and 2054; Private Foundations – Self Dealing – Section 4941; and Taxable Expenditures – Section 4945.  In addition he is co-author of Trust Law in Kentucky  (in progress) and his frequent articles have appeared in numerous journals and magazines.

Mr. Berry is Chair of the Center for Interfaith Relations, a Director of the Kentucky Opera, Actors Theatre of Louisville, Fund For the Arts, Muhammad Ali Center, the James Graham Brown Cancer Center, and a Member of the Honorable Order of Kentucky Colonels.  He is a member of Louisville Downtown Rotary, and is a past President of the Daily Bread Sunday School Class at Christ Church United Methodist.   A native of Tennessee, Mr. Berry received his B.A. and B.L.S. in 1983 from the University of Memphis and his J.D. in 1986 from Vanderbilt University.

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