The Douglas W. Conner 38th Annual Advanced Estate Planning and Administration 2017 Seminar Materials

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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.

This annual program of national reach and sophisticated content features prominent experts from Virginia and across the country.

Topics covered at the 2017 seminar include:

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
Planning for the Personal Residence
Powers of Appointment

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