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Pre-2014 Presentations by Turney Berry

Pre-2014 Presentations by Turney Berry

For a list of Mr. Berry's most recent presentations, please see his bio.

  • "Ethics," Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (December 2013)
  • "Notable Developments in Estate Planning," Tennessee Federal Tax Conference (November, 2013)
  • "Notable Developments in Estate Planning," 24th Annual Evansville Bar Association Estate and Business Institute (November 2013)
  • "Charitable Planning Ideas in a World of Lower Estate Taxes and Higher Income Taxes," Planned Giving Council of Middle Tennessee (November 2013)
  • "Charitable Giving," Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (November 2013)
  • "Estate Planning in 2014," Physician Seminar with U of L & Jewish Hospital & St. Mary's Foundation (November 2013)
  • "Notable Developments in Estate Planning," Stock Yards Bank Estate & Tax Seminar (October 2013)
  • "Retaining, Obtaining, and Sustaining Basis," University of Montana Tax Institute (October 2013)
  • "Retaining, Obtaining, and Sustaining Basis," Notre Dame Tax & Estate Planning Institute (October 2013)
  • "Annual Exclusion," Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (September 2013)
  • "Connecting with Kentucky's Challenges," 2013 KY Summit on Philanthropy (September 2013)
  • “Estate Planning for Non-Married Clients,” Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (August 2013)
  • “Notable Developments in Estate Planning,” 40th Annual Midwest/Midsouth Estate Planning Institute (July 2013)
  • “Estate Planning for the rich, the poor, and the folks next door,” LBA Probate & Estate Section (June 2013)
  • “Your Best Charitable Giving Techniques for 2013,” 37th Annual American Institute on Federal Taxation (June 2013)
  • “Business Succession or Business Cessation? Passing the Baton to the Next Generation,” Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (June 2013)
  • “Planned Giving; Gift-Giving and Fundraising Issues,” National Business Institute Event: Tax Exempt Organizations From Start to Finish (June 2013)
  • “Selected Legal Aspects of Non-Profit Corporations,” Get on Board-Center for Nonprofit Excellence (May 2013)
  • “Current Developments,” University of Louisville 16th Annual Estate Planning Institute (May 2013)
  • “Charitable Planning Strategies and Ideas,” Owensboro - Green River Area Community Foundation (May 2013)
  • “Ethics,” Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (April 2013)
  • “Trust and Estate Practice: Planning Ahead,” Attorneys Liability Assurance Society Inc Webcast (April 2013)
  • “Symposium II: The Bigger They Are, The Harder They Fall Unless We Work Hard To Make Them Small,” ACTEC 2013 Annual Meeting (March 2013)
  • “Estate Planning Techniques that Make Sense in 2013,” Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (February 2013)
  • “Estate Tax Updates for 2013,” Bluegrass Estate Planning Council (February, 2013)
  • “Tricks and Traps in Disclaimers - Including the Use of Defined Value Clauses,” Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (January 2013)
  • “A New Year. A New Congress. New Plans? Old Ideas?,” Central Kentucky Planned Giving Council (January 2013)
  • "Fiduciary Litigation Update,” Heckerling Institute on Estate Planning (January, 2013)
  • "Tax Legislation in the Lame Duck Congressional Session," Southern Federal Tax Institute (December 2012)
  • "Recent Developments in Estate Planning: Round 2," Cannon Financial Institute, Inc., The 2012 Estate Planning Teleconference Series (December 2012)
  • “Achieving Landowner Goals,” Louisville Bar Association (December 2012)
  • “Recent Developments of Interest to Estate Planners,” 23rd Annual Estate and Business Planning Institute, Evansville Bar Association (November 2012)
  • “Recent Developments of Interest to Estate Planners,” Tennessee Society of CPAs Federal Tax Conference (November 2012)
  • "Recent Developments for Fiduciaries,” 57th Annual Estate Planning Seminar, Washington State Bar Association (November 2012)
  • "What You Don’t Know Can Hurt You: Estate Planning Opportunities For 2012 That (May) Disappear On January 1, 2013," University of Louisville Foundation, Inc. (November 2012)
  • "Notable Developments of Interest to Estate Planners,” Stock Yards Bank Estate and Tax Seminar (October 2012)
  • "Notable Developments of Interest to Estate Planners,” 34th Annual Duke University Estate Planning Conference (October 2012)
  • "Notable Developments of Interest to Estate Planners,” Boys & Girls Club of Metro Atlanta (October 2012)
  • "Making a Difference in Advising Philanthropic Clients,” Cannon Financial Institute, Inc., The 2012 Estate Planning Teleconference Series (October 2012)
  • "Litigation Update: Why the Competence and Predictability of the Court of Chancery Is the Real Delaware Advantage,” Delaware Bankers Trust Conference (October 2012)
  • "Notable Developments of Interest to Estate Planners,” Estate Planning Council of Memphis (September 2012)
  • "Fiduciary Case Law Update,” Notre Dame Tax & Estate Planning Institute (September 2012)
  • "Timeless and Timely Topics, Tips and Tidbits: A Tax and Legal Review,” Practical Planned Giving Conference (September 2012)
  • "Correcting Acts of Self Dealing,” ABA Real Property, Probate and Trust Law Section Joint Meeting With The Tax Section (September 2012)
  • "Trust Funding Issues from the Trenches,” Cannon Financial Institute, Inc., The 2012 Estate Planning Teleconference Series (August 2012)
  • "Recent Development of Interest to Estate Planners,” UK Midwest/Midsouth Estate Planning Institute (July 2012)
  • “Passing the Torch Without Dousing the Flame: Estate Planning for Closely-Held Business Owners,” Cannon Financial Institute, Inc., The 2012 Estate Planning Teleconference Series (June 2012)
  • "How To Lower The High Cost Of Dying: Estate Planning In Uncertain Times,” Jewish Community Board of Akron (May 2012)
  • "Selecting the Best Charitable Donee,” Birmingham Estate Planning Council (May 2012)
  • “Making the CLT your New Best Friend,” Partnership for Philanthropic Planning In Kentuckiana (May 2012)
  • "Recent Developments of Interest in Charitable Planning,” American Council on Gift Annuities (April 2012)
  • "Charitable Gift Planning Options in an Uncertain World,” University of Southern California 2012 Trustee Conference (March 2012)
  • "Getting Ready for April 15th—Trust Income Tax Issues Faced by Estate Planning Practitioners,” Cannon Financial Institute, Inc., The 2012 Estate Planning Teleconference Series (March 2012)
  • "Sorting, Sifting, and Synthesizing What You Know About Estate Planning,” All Children's Hospital Foundation Estate Tax Seminar (February 2012)
  • "Notable Developments of Interest to Estate Planners,” Estate Planning Council of Portland (February 2012)
  • "Recent Developments for Fiduciaries,” Heckerling Institute on Estate Planning (January 2012)
  • "Notable Developments of Interest to Estate Planners - 2011,” Bluegrass Estate Planning Council (January 2012)