36th Annual Trusts and Estates Seminar 2017 (Online Seminar)

MCLE Credits: 6.0
Ethics Credits Included: 1.0

MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 0.0
Price: $295 (Includes a downloadable audio version.)
Viewable Through: 9/30/2020

Information

A pre-recorded streaming VIDEO replay of the October 2017 live seminar, 36th Annual Trusts and Estates.


Cosponsored with the Trusts and Estates Section of the Virginia State Bar

Supported by The Trust Company of Virginia

You need practical, real-world information on planning, drafting documents, and administering estates, something you can put to use every day. This year’s conference features topics that are extremely important for your estate planning practice.

Howard Zaritsky and Bill Gray, two widely recognized speakers and practitioners, provide written updates on important developments in Virginia and federal law.

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

Topics include:

  • The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments
  • Virginia Developments in Estate Planning and Administration
  • Administering the Everyday Estate (Small and Insolvent Estates)
  • Portability: 7 Years Later
  • Deconstructing the Unwanted ILIT
  • Ethics
 

Schedule

COURSE SCHEDULE

The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments
Howard Zaritsky (Outline Author/Presenter)

Current legislation, IRS regulations and rulings, and case law covering estate taxes, gift taxes, generation-skipping transfer taxes, special valuation rules, and income taxes.
Virginia Developments in Estate Planning and Administration
J. William Gray, Jr. (Outline Author)
Presenters: Dana Foley

The latest on new Virginia legislation and case law.

Administering the Everyday Estate
Kevin L. Stemple

Having fewer dollars in an estate doesn’t always lead to less complexity. Smaller and insolvent estates have their own special issues practitioners should be sensitive to. This session will also explore tips for dealing with tangible personal property.

Portability: 7 Years Later
William Sanderson
Deconstructing the Unwanted ILIT
Lauren Jenkin

The problem with irrevocable life insurance trusts is that they are not revocable, and thus cannot be easily amended to adjust to changes in circumstances.  Despite this challenge, there are options for the client who yearns for a second chance. 

Ethics — Client Confidentiality in a Digital World: New ABA Ethics Opinion #477
Kevin Rack

In an ever-changing technological world, lawyers are faced with new ethical challenges in the communication and storage of client information by way of laptops, smartphones, and the “cloud.”  The ABA adopted “technology amendments” to the Model Rules of Professional Conduct in 2012 to address the implications for compliance with the core duties of competence, communication, and confidentiality in client matters.  This session will explore ABA Formal Opinion 477, issued on May 11, 2017, which informs counsel on special security precautions required to meet these ethical obligations.

Faculty

FACULTY

Lauren A.  Jenkins, Offit Kurman, P.A. / Vienna
Kevin B.  Rack, Rack & Olansen, P.C. / Virginia Beach
Dana M. Foley, Arnold & Porter Kaye Scholer LLP / Washington, DC
Stephen W. Murphy, McGuireWoods LLP / Charlottesville

William I. Sanderson, McGuireWoods LLP / Washington, DC
Kevin L. Stemple, Yates Campbell & Hoeg LLP / Fairfax

AUTHORS

J. William Gray Jr., McGuire Woods / Richmond
Howard M.  Zaritsky, Rapidan

MODERATOR

Alvi Aggarwal, Yates Campbell & Hoeg LLP / Fairfax

Locations, Dates and Fees

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