In addition to the practice of law, Jerry McCoy is available as a speaker for community foundations, planned giving councils, estate planning councils and other sponsors. Topics include a variety of charitable subjects, including the following:
- Planning under recent legislation
- Legislative Update from Washington
- Charitable planning update
- "Top Ten Things To Remember About Charitable Planning"—A general survey
- Other topics by agreement
Mr. McCoy’s previous appearances at national, regional and local meetings include the following:
- Philip E. Heckerling Institute on Estate Planning, (University of Miami)
- ALI/ABA National Institutes
- American Bar Association (Annual Meetings)
- New York University Institute on Taxation
- Southern Federal Tax Institute
- Tulane Tax Institute
- Duke Estate Planning Conference
- Notre Dame Estate Planning Institute
- Midwest Tax & Business Planning Institute
- UCLA/CEB Estate Planning Institute
- Georgetown Law Center/D.C. Bar Institutes
- National Conference on Planned Giving
- American College of Trust and Estate Counsel (Annual Meetings)
- State Bar Meetings, Local Planned Giving Councils, Estate Planning Councils and Community Foundations Nationwide
Yes, these things can be both informative and entertaining! Rates vary according to travel and time. Contact us to discuss fees and availability.
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