The Douglas W. Conner 39th Annual Advanced Estate Planning and Administration 2018 (USB Seminar)

MCLE Credits: 12.0
Ethics Credits Included: 2.0

MCLE Credit: 12.0 (Ethics: 2.0; GAL Incap: 6.0)
Live-Interactive Credit: 0.0
Price: $522.32 - USB with electronic materials
Available Through: 4/30/2021

Information

A pre-recorded video replay of the April 2018 live seminar, The Douglas W. Conner 39th Annual Advanced Estate Planning and Administration.

Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association, this program of national reach and sophisticated content, features prominent experts from Virginia and across the country.

Topics covered include:

  • The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments
  • Virginia Developments in Estate Planning and Administration
  • Using Trusts in Connection with Marital Settlement Agreements
  • Planning for Privacy in a Public World
  • Trusts as Beneficiaries of IRAs
  • Community Property and Migrant Client
  • What We Don’t Talk About When We Talk About Estate Planning (DeMallie Award-Winner Presentation)
  • Premarital Agreements
  • New Planning Considerations from the 2017 Tax Act
  • The Popular Q&A Panel
  • Plus 6.0 hours of GAL for Incapacitated Persons and 2.0 hours of Ethics

GAL Continuing Credits: 6.0

Note: Your GAL certificate may be found at the front of your written materials.


 

Schedule

COURSE TOPICS

Friday Afternoon

Introductory Remarks
Frank A. Thomas, III, Moderator
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.
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.
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.


Saturday


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.
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).
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.
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.

Sunday

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.
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).
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.
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.


Faculty

FACULTY

Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law / Lubbock, TX
I. Mark Cohen, Cohen & Burnett, PC / McLean
James P. Cox, III, MichieHamlett / Charlottesville
J. William Gray, Jr., McGuireWoods LLP / Richmond
David A. Handler, Kirkland & Ellis LLP / Chicago, IL and New York, NY
Stephanie Loomis-Price, Winstead PC / Houston, TX
Michele A. W. McKinnon, McGuireWoods LLP / Richmond
Thomas Nolan, Virginia Wills, Trusts & Estates / Charlottesville
Yama Shansab, Ferguson Walton & Shansab, PLLC / Reston
Howard M. Zaritsky, Attorney at Law / Rapidan

MODERATOR


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

Locations, Dates and Fees

Registration Options
  • Add to Cart
Related Products
  • The Year in Review: Federal Tax and Virginia Developments in Estate Planning and Administration (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)

    View Details
  • Using Trusts in Connection with Marital Settlement Agreements (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)

    View Details
  • Planning for Privacy in a Public World (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)

    View Details
  • Trusts as Beneficiaries of IRAs (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)

    View Details
  • Ethical Issues in Forming and Representing Business Entities (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)

    View Details
  • Community Property and the Migrant Client (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)

    View Details
  • What We Don't Talk About When We Talk About Estate Planning (DeMallie Award-Winner Presentation) (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)

    View Details
  • Ethics of Attorneys Representing and Acting as Fiduciaries (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)

    View Details
  • Premarital Agreements (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)

    View Details
  • Hot Topics: The 2017 Tax Act (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)

    View Details
  Essentials Seminars FacebookFriday