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

Information

This comprehensive, stand-alone publication is direct from a May 2017 seminar cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association.

Table of Contents

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

Howard M. Zaritsky

II. 2016-17 Virginia Developments in Estate Planning and Administration
J. William Gray

III. The Most Important Elements, Clauses and Ideas for Modern Trust Design
David A. Handler

IV. Foresight Might Be 20/20: Anticipating Audit When Drafting Partnership
Agreements

Stephanie Loomis-Price

V. Anticipating Will Contests and How to Avoid Them
Gerry W. Beyer

VI. Ethics Review: What’s Old Is New Again
Yama A. Shansab

VII. Charitable Remainder and Charitable Lead Trusts
Michele A. W. McKinnon

VIII. There's No Place Like Home: Addressing Residences in Estate Planning
James P. Cox, III

IX. The New Virginia Uniform Power of Appointment Act
I. Mark Cohen

X. Conflict of Interest Concerns for the Estate Planning Attorney: Rules 1.7,
1.8 and 1.9

Thomas Nolan

XI. Index from Past Years

Charles E. Taylor

Authors

Howard M. Zaritsky

J. William Gray

David A. Handler

Stephanie Loomis-Price

Gerry W. Beyer

Yama A. Shansab

Michele A. W. McKinnon

James P. Cox, III

I. Mark Cohen

Thomas Nolan

Charles E. Taylor

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