Tuesday, November 11, 10:00 a.m.–Noon ET
| MCLE Credit: | 2.0 |
| Live-Interactive Credit: | 2.0 (all formats) |
| GAL for Incapacitated Persons CE Credit: | 2.0 (GAL Information) |
Estate tax planning is entering a new era. Attorneys must be prepared to address not only federal estate tax issues but also the increasingly complex and often overlooked state-level estate and inheritance taxes. These taxes vary widely by jurisdiction and can significantly impact clients’ estates.
By understanding the nuances of state estate tax regimes, attorneys can better serve their clients through proactive planning strategies. This includes mitigating exposure to state taxes, navigating constitutional challenges, and integrating international considerations for clients with cross-border assets or beneficiaries.
Further, estate plans can be strengthened by incorporating flexible tools and techniques that address multi-jurisdictional concerns and anticipate future legislative changes.
Registration Deadlines:
Webcast: | 10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials. |
Telephone: | Online registration ends at 11:59 p.m. the day preceding the seminar |
Live on Site: | Online registration ends at 11:59 p.m. the day preceding the seminar |
Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $40 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE®.
Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.
Dietary Restrictions: If you have dietary restrictions and are attending the seminar in person, please email deanna.mcglothlin@vacle.org.
Inclement Weather Policy and Updates
MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a 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.
Private recording of this program is prohibited.
Can’t Attend?
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program’s seminar materials are made available for sale.
| 10:00 | Planning for (State) Estate Taxes |
| 12:00 | Adjourn |
John P. Morgan, Rees Broome, PC / Tysons Corner
Todd Desmond Spignardo, Rees Broome, PC / Tysons Corner
John P. Morgan, Rees Broome, PC / Tysons Corner
John P. Morgan is a Shareholder with Rees Broome, PC, in Tysons Corner. His practice focuses on estate planning and estate administration, as well as tax controversy. He is licensed to practice law in Virginia, Maryland, the District of Columbia, and West Virginia. He is also a Certified Public Accountant in Virginia and is a Certified Financial Planner™.
Todd Desmond Spignardo, Rees Broome, PC / Tysons Corner
Todd Spignardo focuses his practice on estate planning, trust and estate administration, and business planning. He advises on a broad array of planning vehicles, including revocable trust and irrevocable trusts, wills, financial and medical durable powers of attorney, and advanced tax planning techniques. He began his legal career at a boutique tax firm, where he developed a foundation in estate planning and representing taxpayers before the IRS and state and local tax authorities. Before joining Rees Broome, Mr. Spignardo managed the estate planning practice and assisting fiduciaries and beneficiaries with estate and trust administration matters with Zell Law, PLLC in Reston, Virginia. He holds a J.D. from George Mason University School of Law, where he focused on taxation and B.A. in Political Science from the College of Charleston.
