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Register for this course
AN INTERACTIVE TELEPHONE SEMINAR FROM VIRGINIA CLE
REPLAY (Eastern Time): Thursday, September 23 / 12:00 noon–1:30
p.m.
(With live Q & A from 1:15–1:30 p.m.)
Program Level: Advanced
This program is also being offered as a LIVE WEBCAST:
Wednesday, September 8 / 12:00 noon—1:30 p.m. (Eastern Time)
For details and to register, click on LIVE
WEBCAST.
COURSE PURPOSE
Learn how to cope with and take advantage of the strange environment in
which estate planners find themselves this year.
• How should your documents be changed to deal with the carryover basis rules?
• What types of gifts should and should not be made this year?
• To what extent should generation-skipping transfers be deferred past 2010
or accelerated into 2010?
The speakers also will discuss the use of various types of formula gifts to
avoid unintended taxes if Congress retroactively reinstates the estate and GST
taxes. Hear the latest news on the estate tax and be up to date with the current
state of legislative attention to this topic, and the likelihood of further
action in 2010.
QUESTION-AND-ANSWER SESSION
At the end of the program, you can push a number on your touch-tone phone and
be placed in a queue for questions. When it’s your turn, you enter the conference
call in a mode that allows your question to be heard by the speakers and the
rest of the telephone audience. The speakers will then discuss the question
with you.
COURSE SCHEDULE
| 12:00 |
Estate
Planning in the Repeal Year — What to Do and Not to Do in 2010 |
| 1:15 |
Question-and-Answer
Session |
| 1:30 |
Adjourn |
Live 15-Minute Question-and-Answer Period.
FACULTY
All three presenters are nationally known speakers at advanced estate planning
and tax seminars, including programs sponsored by the NYU Federal Tax Institute,
the University of Miami-Heckerling Estate Planning Institute, the Southern Federal
Tax Institute, ALI-ABA, the ABA, the American Institute of Certified Public Accountants,
and others too numerous to mention. Each one is a Fellow in the American College
of Trust and Estate Counsel. Each is the author or co-author or editor of numerous
articles, treatises, and monographs.
Farhad Aghdami, Williams Mullen / Richmond
Farhad Aghdami is chair of the Tax Department at Williams Mullen. His practice
focuses on business succession planning, entity formation and structuring, mergers
and acquisitions, and wealth preservation. In addition, Mr. Aghdami has extensive
experience in federal income, estate, and gift taxation. He advises clients on
a range of business-oriented problems and issues and in structuring complex business
arrangements and transactions; he also assists in connection with clients’ personal
financial affairs and wealth transfer planning.
Charles D. (Skip) Fox IV, McGuireWoods LLP / Charlottesville
Charles D. (“Skip”) Fox IV is a partner in the Charlottesville office of the law
firm of McGuireWoods LLP. Prior to joining McGuireWoods in 2005, he practiced
for twenty-five years with Schiff Hardin LLP in Chicago. Mr. Fox concentrates
his practice in estate planning, estate administration, trust law, charitable
organizations, and family business succession. He teaches six courses at the American
Bankers Association National Trust School and National Graduate Trust School,
where he has been on the faculty for over twenty years. Mr. Fox was an Adjunct
Professor at Northwestern University School of Law, where he taught from 1983
to 2005, and is currently an Adjunct at the University of the Virginia School
of Law.
Howard M. Zaritsky, Attorney at Law / Rapidan
Howard M. Zaritsky is an attorney who consults with other attorneys on estate
tax and estate planning issues and serves as an expert witness on estate and trust
administration and planning and related income, estate, gift, and GST tax questions.
He was for 20 years a partner in the Fairfax law firm of Zaritsky & Zaritsky,
where his practice was limited to estate planning and administration and related
tax matters. Mr. Zaritsky is also a Fellow with the American College of Tax Counsel.
REGISTRATION FEE
$119.00 regular registration.
MCLE Credit Caveat: The MCLE Board measures credits by the time you spend
in attendance. If you enter a phone seminar late or leave it early, or both, you
must reflect those adjustments accurately in the credits you report on your credit
reporting form. A code will be given at the end of the seminar, which must
be written on your MCLE form.
Cancellation/transfer
requests will be honored through 2:00 p.m. of the DAY BEFORE the seminar.
Private recording of this program is prohibited.
WHAT REQUIREMENTS ARE THERE FOR A TELEPHONE SEMINAR?
Telephone seminar registrants need a touch-tone phone and Internet access. All
telephone seminar registrations must be received by 2:00 p.m. the day prior to
the program. Telephone seminar registrants should have access to e-mail,
so that a link to the written materials can be sent prior to the program.
Registration closes at 2:00 p.m. of the day PRIOR to
the seminar.
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