Week of April 25, 2010

Well-liked and well-regarded Louisville trust officer Ann Marie Elpers has moved from PNC Wealth Management to JP Morgan Chase.  KYEstates wishes Ann Marie the best of luck in her new role.

Turney Berry is speaking to the Cincinnati Estate Planning Council on Wednesday, May 5 at the Newport Aquarium.  For the announcement and agenda, see here.  The program is called “The Best Ideas of 2010″, and Turney is speaking on charitable lead trusts. A copy of his outline is available here.

KYEstates is hoping that this year’s Barnstable-Brown Gala will produce some really terrific probate disputes.  That said, it’ll be hard to top results to date.