34th Annual Trusts and Estates 2015 Seminar Materials

Publication Date: October 2015
Available Formats: Searchable PDF via immediate download, CD-ROM, or USB Flash Drive
Pages: 436

Information

Topics Covered:

  • The Year in Review: An Estate Planner’s Perspective on Recent Tax
    Developments
  • 2014-15 Virginia Developments in Estate Planning and Administration
  • Planning for Same Sex Marriage
  • Modifying and Terminating Irrevocable Trusts Under Virginia’s Uniform
    Trust Code
  • Estate Planning in a World of Creditors and Predators: Asset Protection for
    Every Estate Planning Client
  • Trust Accounts, Fees and Lawyers as Fiduciaries - An Ethics Miscellany

This comprehensive, stand-alone publication is direct from an October 2015 seminar cosponsored with the Virginia State Bar Trusts and Estates Section.

Important updates on federal and Virginia tax developments, cases, and legislation, plus an in-depth look at special topics.


Table of Contents

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

Howard M. Zaritsky

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

III. Planning for Same Sex Marriage
First came Loving, then came [Same sex] Marriage

John T. Midgett

IV. Modifying and Terminating Irrevocable Trusts Under Virginia’s Uniform
Trust Code (or Loosening the Grip of a Settlor’s Dead Hand)

Alvi Aggarwal

V. Estate Planning in a World of Creditors and Predators: Asset Protection for
Every Estate Planning Client

Michael H. Barker, Kristen Frances Hager,
Stephen W. Murphy, William I. Sanderson


VI. Trust Accounts, Fees and Lawyers as Fiduciaries
An Ethics Miscellany

Frank A. Thomas, III

Authors

Howard M. Zaritsky

J. William Gray

John T. Midgett

Alvi Aggarwal

Michael H. Barker

Kristen Frances Hager

Stephen W. Murphy

William I. Sanderson

Frank A. Thomas, III

Prices

Print - $90
Download - $90
CD-ROM - $90
USB Flash Drive - $90
Both Print and CD-ROM - $125
Both Print and USB Flash Drive - $125
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