36th Annual Trusts and Estates Seminar Materials

Publication Date: October 2017
Available Formats: Print or Searchable PDF via immediate download, CD-ROM, or USB Flash Drive
Pages: 414


This comprehensive, stand-alone publication is direct from an October 2017 seminar that was cosponsored with the Virginia State Bar Trusts and Estates Section.

Important updates on federal and Virginia tax developments, cases, and legislation, plus an in-depth look at special topics, including:
  • Virginia Developments in Estate Planning and Administration
  • Administering the Everyday Estate (Small and Insolvent Estates)
  • Portability: 7 Years Later
  • Tangible Personal Property
  • Ethics

The written materials are simply invaluable: “Priceless.” They will serve as a great reference tool for many, many years in your office.

Table of Contents

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

Howard M. Zaritsky

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

III. Administering the Everyday Estate
Jennifer E. Shirkey

IV. Portability: 7 Years Later
Kristen Frances Hager, William I. Sanderson,
Michael H. Barker, Stephen W. Murphy

V. Deconstructing the Unwanted ILIT
Lauren A. Jenkins

VI. Client Confidentiality in a Digital World: The New ABA Formal Ethics
Opinion #477

Kevin B. Rack


Howard M. Zaritsky

J. William Gray

Jennifer E. Shirkey

Kristen Frances Hager

William I. Sanderson

Michael H. Barker

Stephen W. Murphy

Lauren A. Jenkins

Kevin B. Rack


Print  - $90
Download - $90
CD-ROM - $90
USB Flash Drive - $90
Both Print and CD-ROM - $115
Both Print and USB Flash Drive - $115
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