10809 Executive Center Dr
Little Rock, AR 72211
USA
Ethics & Common Charitable Estate Planning Mistakes with Johni Hays, Senior Vice President, Thompson & Associates
10:30 to 11:30 Ethics
11:30 to 12:00 lunch
12:00 to 1:00 Avoiding the Top 10 Charitable Estate Planning Mistakes
Johni Hays is Senior Vice President with Thompson & Associates, a charitable estate planning firm. She’s a member of PPP’s Leadership Institute since 2011. Johni is the author of the book, Essentials of Annuities and co-author of the book, The Tools and Techniques of Charitable Planning. Johni serves on the Editorial Advisory Board for the books Tax Facts on Investments and Tax Facts on Insurance and Employee Benefits. She serves as a charitable planning author of Steve Leimberg’s electronic newsletter service, LISI, found at www.leimbergservices.com. Johni has been quoted in the Wall Street Journal and has published charitable planning articles in Estate Planning Magazine, Planned Giving Today, Fundraising Success, Life Insurance Selling and the National Underwriter.
Johni frequently lectures to professional advisors as well as donors on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning and IRAs, as well as income, estate and gift taxation. Johni has been engaged in the practice of law with an emphasis in charitable and estate planning since 1993.
She previously served as the Senior Gift Planning Consultant for The Stelter Company and prior to that as the Executive Director of the Greater Des Moines Community Foundation Planned Giving Institute. In addition, Johni practiced estate planning with Myers Krause and Stevens, Chartered law firm in Naples Florida, where she specialized in estate planning. She also worked with the insurance industry helping agents with estate and charitable plans for their clients.
Johni graduated cum laude with a Juris Doctor degree from Drake University in Des Moines, Iowa, in 1993. She also holds a Bachelor of Science degree in Business Administration from Drake University and graduated magna cum laude in 1988
Johni is a member of the Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving), the Mid-Iowa Planned Giving Council and the Mid-Iowa Estate and Financial Planners Council (president 2007-2008). Johni has been a member of both the Iowa Bar and the Florida Bar since 1993.