The Douglas W. Conner 39th Annual Advanced Estate Planning and Administration Seminar

MCLE Credits: 12.0
Ethics Credits Included: 2.0

Live on Site: Friday, April 27 - Sunday, April 29 / Hot Springs (The Homestead)
Registration: 12:30 p.m.
Program: Friday, April 27 - 12:55 p.m. - Sunday, April 29 - 12:35 p.m.
MCLE Credit: 12.0 (Ethics: 2.0; GAL Incap: 6.0)
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.

GAL for Incapacitated Persons Continuing Credit Hours: 6.0
GAL Information



  • The Year in Review: An Estate Planner’s Perspective of Recent Federal Tax Developments
  • Virginia Developments in Estate Planning and Administration
  • Using Trusts in Connection with Marital Settlement Agreements
  • Planning for Privacy in a Public World: The Mechanics of Protecting Your Client’s Privacy and Personal Security
  • Trusts as Beneficiaries of IRAs
  • Ethical Issues in Forming and Representing Business Entities
  • Community Property and the Migrant Client
  • What We Don’t Talk About When We Talk About Estate Planning
  • Ethics of Attorneys Representing and Acting as Fiduciaries
  • Premarital Agreements
  • Hot Topics in Estate Planning
  • The Popular Q&A Panel

ENJOY the activities at the Omni Homestead Resort. The three half-days seminar format leaves Saturday and Sunday afternoons free so that you and your family may enjoy activities at the superb facilities at The Homestead. Go to to find out more about this exciting venue.

This program is not eligible for discounts.


Can't Attend?
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Friday Afternoon

12:35 Registration
12:55 Introductory Remarks
Frank A. Thomas, III, Moderator
1:00 The Year in Review: An Estate Planner’s Perspective of Recent Federal Tax Developments
Howard M. Zaritsky

This presentation will discuss how the Tax Cuts and Jobs Act of 2017 and recent tax cases and rulings will (or should) affect estate planning.

Virginia Developments in Estate Planning and Administration
J. William Gray, Jr.
3:00 Break
3:15 Using Trusts in Connection with Marital Settlement Agreements
Carlyn S. McCaffrey

The use of trusts may be helpful in settling support and property disputes that arise when spouses plan for a divorce. Trusts may also be helpful in structuring transfers that are advantageous for estate planning purposes. This session will focus on how best to use the different kinds of trusts available for both purposes without triggering potential tax traps.
4:30 Break
4:35 Planning for Privacy in a Public World: The Mechanics of Protecting Your Client’s Privacy and Personal Security
Jeffrey D. Chadwick

As public access to information increases, clients are seeking solutions to protect their privacy and personal security. This presentation will discuss how the professional advisor can structure estate plans and financial transactions in a confidential manner and protect clients against physical and cyber attacks.
5:35 Adjourn
6:00 ReceptionSponsored by The Trust Company of Virginia, a division of TCV Trust & Wealth Management


8:30 Trusts as Beneficiaries of IRAs
Timothy H. Guare

The minimum distributions rules are complex. Trusts can be named as beneficiaries of a retirement account, but choices need to be made by the client and the advisor. Most of our clients fall into one of a relatively few categories, and our advice can be standardized. By examining common fact patterns, participants will learn how to advise most of their clients most of the time when trusts are an important part of a client’s plan.
9:30 Ethical Issues in Forming and Representing Business Entities
J. Lee E. Osborne

This session will explore some of the ethical issues encountered in forming and representing business entities and the potential perils of engaging in estate planning for the individuals who create them, as explored through hypotheticals. It will include discussion of how to avoid or anticipate some of these practical and ethical concerns through the use of the ACTEC Guide to Engagement Letters (Third Edition).
10:30 Break
10:45 Community Property and the Migrant Client
Jeffrey D.Chadwick, Daniel J. Durst

Many married clients move to and from community property states.  This presentation will explore community property concepts and planning concerns, proposing practical solutions for clients moving between community property and common law states.
11:45 Break
12:00 What We Don’t Talk About When We Talk About Estate Planning (DeMallie Award–Winner Presentation)
William I. Sanderson

The recent changes in tax laws have provided nearly a decade of estate planning opportunities for many of our clients. Seismic demographic shifts in the population, rapidly evolving family and social norms, and even the recent tax laws have presented significant challenges to the estate planning community and our clients. Whether our clients are broke or billionaires, estate taxes are rarely the biggest threat to an estate plan. This session will focus on several case studies, with issues ranging from premarital agreements to broken estate plans to addiction and mental health issues, looking to estate planning and modern trust law for ways to respond to our clients’ toughest problems.
1:00 Adjourn
6:00 Cocktail Party—Sponsored by Branch Banking & Trust Company


8:30 Ethics of Attorneys Representing and Acting as Fiduciaries
C. Arthur Robinson II

This presentation will explore a series of common and more difficult and complex ethical problems via hypotheticals that will highlight the legal and ethical issues involved.
9:30 Break
9:40 Premarital Agreements
Alvi Aggarwal, Daniel L. Gray

Many trusts and estates lawyers prepare premarital agreements, and we all deal with them in estate planning and administration. This session will help you understand the common pitfalls in preparing and implementing premarital agreements, highlighting the differences—and surprising similarities—in the views of a family lawyer (Daniel Gray) and a trusts and estates lawyer (Alvi Aggarwal).
10:55 Break
11:05 Hot Topics
Farhad Aghdami

The 2017 Tax Act shattered many estate planning paradigms with a doubled estate tax exemption. This session will review new planning considerations, including designing estate plans in the new “normal,” balancing income/basis considerations with estate tax issues, unwinding prior gifts and valuation discount strategies, dealing with the possibility of a clawback, and increasing flexibility to deal with the possible sunset of the increased exemption.
12:05 The Popular Q&A Panel
Farhad Aghdami, William I. Sanderson, Howard M. Zaritsky

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



Alvi Aggarwal, Yates Campbell & Hoeg LLP / Fairfax
Farhad Aghdami, Williams Mullen / Richmond
Jeffrey D. Chadwick, Winstead PC / The Woodlands, TX
Daniel J. Durst, Williams Mullen / Richmond
Daniel L. Gray, Cooper Ginsberg Gray / Fairfax
J. William Gray Jr., McGuire Woods / Richmond
Timothy H. Guare, Timothy H. Guare, PLC / Richmond
Carlyn S. McCaffrey, McDermott Will & Emery / New York, NY
J. Lee E. Osborne, Woods Rogers PLC / Roanoke
C. Arthur Robinson II, Wolcott Rivers Gates / Virginia Beach
William I. Sanderson, McGuireWoods LLP / Washington, DC
Howard M.  Zaritsky  / Rapidan


Frank A. Thomas, III, Frank A. Thomas. III, PLC / Orange

Locations, Dates and Fees

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

$475* registration fee (without printed materials).
$525 registration fee plus printed materials.
$550 on-site registration (if space is available) (printed materials included).

*Available until 3 business days before the program


APRIL 27 - APRIL 29 / The Omni Homestead Resort, Hot Springs
1766 Homestead Drive (Venue Website / Google Map)


All reservations must be made directly with The Homestead.

Click here for Rate Information and a Reservation Request form to fax or mail in. 

Click here to reserve a hotel room online.

Rates for Rooms: (Reservations must be received by March 28, 2018, or until the room block has been filled)

Suites may be available upon request.

Click here to download a printable seminar registration form.

Click here if you wish to register three or more people from the same firm.

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 13 and April 20.  There will be a $200 charge for cancellations after April 20.

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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