The Douglas W. Conner 36th Annual Advanced Estate Planning and Administrations Seminar Materials

Publication Date: May 2015
Available Formats: Searchable PDF via immediate download, CD-ROM, or USB Flash Drive
Pages: 714

Information

Topics Covered:

  • An Estate Planner’s Perspective on Recent Tax Developments — The Year in Review
  • 2014-15 Virginia Developments in Estate Planning and Administration
  • Safekeeping Property — Rule 1.15 of the Virginia Rules of Professional Conduct
  • The 3.8% Medicare Tax: Trusts and Beneficiaries
  • Digital Assets, Pets, And Guns: Estate Planning Does Not Include Just Grandma’s Cameo Brooch Anymore
  • Surviving a Gift Tax Audit
  • The New Genesis in Estate Planning and Administration
  • Virginia Self-Settled Spendthrift Trusts
  • Portability or No: Death of the Credit Shelter Trust?
  • The Ethics of Dealing with Attorney Departures or Deaths
  • Index from Past Years

This comprehensive, stand-alone publication is direct from a May 2015 seminar cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association.


Table of Contents

TABLE OF CONTENTS

I. An Estate Planner’s Perspective on Recent Tax Developments — The Year
in Review

Howard M. Zaritsky

II. 2014-15 Virginia Developments in Estate Planning and Administration
J. William Gray

III. Safekeeping Property — Rule 1.15 of the Virginia Rules of Professional
Conduct

Thomas Nolan

IV. The 3.8% Medicare Tax: Trusts and Beneficiaries
John D. Bristow

V. Digital Assets, Pets, And Guns: Estate Planning Does Not Include Just
Grandma’s Cameo Brooch Anymore

Gerry W. Beyer

VI. Surviving a Gift Tax Audit
James W. Narron

VII. The New Genesis in Estate Planning and Administration
Bruce Stone

VIII. Virginia Self-Settled Spendthrift Trusts
C. Daniel Vaughan

IX. Portability or No: Death of the Credit Shelter Trust?
Diana S.C. Zeydel

X. The Ethics of Dealing with Attorney Departures or Deaths
Virginia H. Grigg

XI. Index from Past Years
Charles E. Taylor

Authors

Howard M. Zaritsky

J. William Gray

Thomas Nolan

John D. Bristow

Gerry W. Beyer

James W. Narron

Bruce Stone

C. Daniel Vaughan

Diana S.C. Zeydel

Virginia H. Grigg

Charles E. Taylor

Prices

Print - $120
Download - $120
CD-ROM - $120
USB Flash Drive - $120
Both Print and CD-ROM - $155
Both Print and USB Flash Drive - $155
Purchase Options
  • Add to Cart
Related Products
  • The Douglas W. Conner 36th Annual Advanced Estate Planning and Administration Seminar 2015 (USB Seminar)

    View Details
 

CONTACT US

Our Address

  • 105 Whitewood Road
    Charlottesville, VA 22901

JOIN OUR MAILING LIST:

  • Virginia CLE® is the non-profit educational division of the Virginia Law Foundation.

© 2016 Virginia Law Foundation