The Douglas W. Conner 38th Annual Advanced Estate Planning and Administration Seminar

MCLE Credits: 12.0
Ethics Credits Included: 2.0

Live on Site: Friday, May 5 - Sunday, May 7 / Williamsburg (The Williamsburg Lodge)
Registration: 12:30 p.m.
Program: Friday, May 5 - 12:55 p.m. - Sunday, May 7 - 12:35 p.m.
MCLE Credit: 12.0 (Ethics: 2.0)
Live-Interactive Credit: 12.0 Live Interactive MCLE Credit Symbol


Why Attend?

  • HEAR top speakers on a variety of topics that are relevant and timely for estate planning attorneys engaged in sophisticated transactions.
  • LEARN tools to enhance your practice and make you a better lawyer.
  • OBTAIN answers to the questions that plague you. Bring your written questions to the panel at the renowned Sunday Q&A session.
  • NETWORK with your colleagues. Use this annual event to catch up with old friends and meet new ones. Sponsored cocktail parties Friday and Saturday nights from 6:00 to 8:00 p.m. provide time to socialize.

Virginia’s Premier Estate Planning Program. Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association.

Supported By:

This seminar is Virginia’s premier event for experienced estate planning attorneys. Get all 12 MCLE credits with 2 hours of ethics at one outstanding seminar.


  • The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments
  • Virginia Developments in Estate Planning and Administration
  • Trust Design
  • Avoiding Audit: Considering, Creating, and Caring for Family Limited Partnerships
  • Charitable Remainder and Lead Trusts
  • 2 Hours of Ethics
  • Planning for the Personal Residence 
  • Powers of Appointment
  • The Popular Q&A Panel 

ENJOY activities in Colonial Williamsburg.  The three half-days seminar format leaves Saturday and Sunday afternoons free so that you and your family may enjoy activities in Williamsburg. Go to to find out more about this exciting venue.


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Friday Afternoon

12:55 Introduction
Frank A. Thomas, III, Moderator
1:00 The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments
Howard M. Zaritsky

Virginia Developments in Estate Planning and Administration
J. William Gray, Jr.
3:00 Break
3:15 Trust Design
David A. Handler
4:30 Break
4:35 Avoiding Audit: Considering, Creating, and Caring for Family Limited Partnerships
Stephanie Loomis-Price
5:35 Adjourn
6:00 Reception Sponsored by The Trust Company of Virginia


8:30 Anticipating Will Contests and How to Avoid Them
Gerry W. Beyer    
9:45 Break
10:00 Ethics
Yama Shansab
11:15 Break
11:30 Charitable Remainder and Lead Trusts
Michele A. W. McKinnon
1:00 Adjourn
6:00 Cocktail Party — Sponsored by Branch Banking and Trust Company


8:30 Planning for the Personal Residence
James P. Cox, III
9:30 Break
9:40 Powers of Appointment
I. Mark Cohen
10:55 Break
11:05 Related Representations: Conflict of Interest and Confidentiality Concerns (Ethics)
Thomas Nolan
12:05 The Popular Q&A Panel

This is your chance to ask the panelists those questions about troublesome issues that nag at your mind.  Submit your questions in writing to the registration desk prior to the session.

12:35 Adjourn



Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law / Lubbock, TX
I. Mark Cohen, Cohen & Burnett, PC / McLean
James P. Cox, III, MichieHamlett / Charlottesville
J. William Gray, Jr., Hunton & Williams / Richmond
David A. Handler, Kirkland & Ellis LLP / Chicago, IL and New York, NY
Stephanie Loomis-Price, Winstead PC / Houston, TX
Michele A. W. McKinnon, McGuireWoods LLP / Richmond
Thomas Nolan, Virginia Wills, Trusts & Estates / Charlottesville
Yama Shansab, Ferguson Walton & Shansab, PLLC / Reston
Frank A. Thomas, III, Frank A. Thomas. III, PLC / Orange
Howard M. Zaritsky, Attorney at Law / Rapidan

Locations, Dates and Fees

(All registrants will receive access to a complete set of downloadable e-book seminar materials.)

$475.00* registration fee (without printed materials).
$525.00 registration fee plus printed materials.
$550.00 on-site registration (if space is available) (printed materials included).

*Available until 3 business days before the program


MAY 5-7 / The Williamsburg Lodge
310 South England Street, Williamsburg (Venue Website / Google Map)
(757) 229-1000


For Online Reservations
Visit the Lodge’s customized website for this event: Book your group rate for Virginia CLE - Annual Advanced Estate Planning

For Call in Reservations
Call (toll-free) 800-261-9530 to make reservations. The conference reservations office is open Monday-Friday, 8:30-5:00.  Please use the Booking ID 37856 when calling.

A special 15% discount and free shipping on Virginia CLE®–published books will be available for purchases made at the seminar site.

Lower Registration Fee and Greater Functionality with Downloadable E-Book Seminar Materials

ALL seminar registrants will receive access to a complete set of downloadable e-book seminar materials. E-book materials are searchable, easily accessible, and efficient to use.

When registering, please be sure to provide a legible, valid e-mail address to which Virginia CLE® can send a link to the e-book materials.

Registrants who elect a registration option that includes downloadable e-book seminar materials only and not the printed materials will receive, at the seminar, a short, printed seminar outline with space to take notes.

Printed Materials: You still have the option of receiving a complete set of printed materials for a higher registration fee. Registrants who choose this option will receive printed materials at the program.


To receive access to the downloadable e-book materials BEFORE the seminar AND register for the lower fee, your registration must be received no later than 5:00 p.m. THREE BUSINESS DAYS BEFORE the seminar.  A link to the downloadable e-book materials will be e-mailed to you two business days before the seminar.  Once you download the materials, you can review them and print the portions you want to bring with you to the seminar.

After 5:00 p.m. THREE BUSINESS DAYS BEFORE the seminar, only the registration options that include printed materials will be available.


Virginia CLE®’s policy is to charge $100 to cancel for the live program between April 21 and April 28.  There will be a $200 charge for cancellations after April 28.

If you have a disability that requires special accommodation, please contact Virginia CLE® well in advance of the program date.

Private recording of this program is prohibited.

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Our Address

  • 105 Whitewood Road
    Charlottesville, VA 22901


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