"Values-Based Estate Planning in a Changing Society"
Date: Tuesday, October 28, 2025
Time: 12:00pm - 1:00pm
Location: Luncheon at San Antonio Country Club
Speaker: Liz Nielsen with Nielsen Law in Austin
"Values-Based Estate Planning in a Changing Society"
Description: Liz Nielsen will give an overview of recent changes to the laws related to charitable giving, focusing specifically on the TCJA and OBBBA, and a discussion of how those changes may affect how our clients give to charity. She will also discuss values-based estate planning and how that framework informs discussions with clients. Finally, she will go over some real-world examples of how clients may want to think about giving to charity in light of recent law changes.
- Prerequisites: None
- Experience Level: Intermediate
- Advanced Preparation: None
- Teaching Method: Lecture
CE Submission:
- CLE - 1 Hour Approved
- CFP - 1 Hour Pending
- CPE - 1 Hour Approved
- CTFA - 1.25 Hours Pending
Event Information: Registration will open at 11:30am - Program will begin at 12:00pm.
