Thursday, October 31, 2019, 8:40 AM - Friday, November 1, 2019, 4:35 PM
Supported by these generous sponsors:
As a leading independent wealth management firm, Argent delivers in-depth, personalized, unbiased service in a candid and common-sense manner. Our core service offering is professional trust management. Building from that core, Argent provides an array of related financial services. Providing for the long-term financial needs of your family or organization means paying careful attention to your investments now and creating an investment management plan that survives you. At Argent Trust, we work with you to design and administer a plan to take care of your interests for many years to come. With the experience that comes from decades of trust management, our advisors are uniquely qualified to manage and handle the administration of your family, corporate or institutional trust; asset custodial services; and estate settlement. With a personal advisor who works closely with you and is backed by a wealth of resources, you will get unbiased financial counsel and the comfort of knowing that our primary objective is protecting and growing the ongoing value of your estate or endowment. Besides managing personal and institutional trusts, Argent Trust’s full spectrum of administrative services includes estate settlements, trust administration, custody services, trust accounting, tax review and reporting, record keeping services, portfolio management, investment risk consulting, mineral management and customized management services.
BCG Valuations specializes in valuing business interests for many purposes, including estate, gift, and income taxation; purchase and sale of minority and controlling interests; preferred recapitalizations; litigation involving business and securities valuation issues; and general corporate and shareholder planning. Our valuations are prepared primarily to help business owners and their advisors with gift and estate tax and succession issues, although our values are used in many other contexts as well. BCG Valuations helps closely owned businesses stay closely owned.
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. We offer comprehensive investment management, wealth planning, and family office services to help you and your family achieve peace of mind for generations. Consistently recognized as a leading multifamily office, we provide highly personalized advice and service our clients know they can depend on. We take the time to understand each of your objectives in order to deliver long-term, fully integrated solutions to help you: • Protect your lifestyle through economic cycles • Increase your wealth beyond taxes, inflation, and fees • Manage day-to-day financial complexities • Transfer your wealth across generations and fulfill philanthropic goals
Chaffe & Associates, Inc. was founded in 1982 to provide specialized investment banking services to public and private middle market companies, family owned businesses, and financial institutions across a wide range of industries. Our Valuations team offers a variety of services which include estate, gift and income tax planning and reporting, financial reporting, corporate planning, litigation support, ESOP valuations, and intellectual property and other intangible assets valuations. Chaffe’s Mergers & Acquisitions team provides advisory services on both the sell-side and buy-side, including company sales, recapitalizations, corporate divestiture, and management buyouts. Chaffe also provides advisory services such as exit planning, fairness opinions and other matters.
Since the late 1800s, Hancock Whitney has embodied core values of Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility. Part of Hancock Whitney Corporation, Hancock Whitney offices and financial centers in Mississippi, Alabama, Florida, Louisiana, and Texas offer comprehensive financial products and services, including traditional and online banking; commercial and small business banking; private banking; trust and investment services; healthcare banking; certain insurance services; and mortgage services. The company also operates a loan production office in Nashville, Tennessee, as well as trust and asset management offices in New Jersey and New York. BauerFinancial, Inc., the nation’s leading independent bank rating and analysis firm, consistently recommends Hancock Whitney as one of America’s most financially sound banks. More information is available at www.hancockwhitney.com.
Regions Private Wealth Management
Tiger Athletic Foundation (TAF) is a private, nonprofit, corporation dedicated to supporting LSU and its Athletic Program. Since 1987, TAF’s members have enhanced the lives of every student-athlete on every team by providing financial support for programs and facilities that ensure the opportunity to win in the classroom, on the field, and in life. TAF donors give through a variety of programs including an annual fund, major gifts initiatives, and planned giving. To learn more about a planned gift to TAF, visit lsutaf.org/membership/planned.
PDF materials will be available for download approximately one week before the conference, or you may opt to pay for a bound, hard copy of the materials during registration which will be available for pick-up at check-in. Instructions on how to download PDF materials will be sent to you via email before the conference. Because neither internet access nor electrical outlets are guaranteed, we suggest that you either print or save the PDF materials to your mobile device, and fully charge your batteries before the conference.
Walk-in registrations will receive instructions to download the PDF materials and will not have an option to purchase hard-copy materials at the conference. Please be prepared with a mobile device and data plan in case there is no Wi-Fi at the venue.
You may not make changes to your materials selection within one calendar week of the opening date of the conference.
Cancellation requests must be received in our office in writing (by email, fax or mail) no later than one calendar week before the opening date of the conference to receive a refund less a $50 cancellation fee. Requests may be emailed to email@example.com or faxed to (225) 578-5842.
Special accommodations for accessibility or dietary restrictions/allergies
Indicate your accommodations request during registration or email firstname.lastname@example.org with your requests or questions. Please submit such requests at least one calendar week in advance of the conference.
Video and audio recording are prohibited. Selected portions of this conference will be rebroadcast or available on-demand after the conference.
Renaissance Baton Rouge Hotel
7000 Bluebonnet Blvd
Salons II, III & IV
Baton Rouge, LA 70810
To reserve a room at The Renaissance Baton Rouge Hotel, click below or call 866-469-5448 and mention "LSU CLE/Estate Planning Seminar" Book by October 18, 2019.