UNI hosts seminar for estate and financial planning professionals

CEDAR FALLS, IA -- Estate and financial planning professionals are invited to attend a seminar from noon to 4:30 p.m. on Friday, May 20, in the Commons Ballroom on the University of Northern Iowa campus. Neil E. Harl, Ph.D., J.D., a nationally recognized expert on taxation, business planning and agricultural law, will be the presenter.

Harl is the Charles F. Curtiss Distinguished Professor in Agriculture and Emeritus Professor of Economics at Iowa State University. He has been widely published, including 29 books and hundreds of articles. His presentation will cover the following: current tax and legal issues related to transferring property, land, business interests and wealth; opportunities for estate and charitable gift planning; recent data on farmland values for Iowa related to estate planning; intra-family disputes and how to avoid them; options for unwanted C corporations; and the Rule Against Perpetuities. Harl will also discuss the joy of giving from personal experience.

The seminar is sponsored by the Black Hawk County Estate Planning Council and the University of Northern Iowa Foundation.

Register at uni-foundation.org/estateplanningworkshop by Wednesday, May 4. The $55 fee includes lunch, Harl’s 650-page manual, and 3 hours of continuing education credit.

For more information, visit uni-foundation.org or contact Helene Benitez, director of Planned Giving at the University of Northern Iowa, at 319-273-3899 or helene.benitez@uni.edu.


Helene Benitez, director of Planned Giving, University of Northern Iowa, 319-273-3899, helene.benitez@uni.edu

Blake Ruane, Office of University Relations, 319-273-2761, blake.ruane@uni.edu