MCLE Credits: 1.0 Ethics Credits Included: 1.0
A pre-recorded streaming VIDEO replay of one session from 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 session explores 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).
FACULTY
J. Lee E. Osborne, Woods Rogers PLC / Roanoke MODERATOR Frank A. Thomas, III, Frank A. Thomas. III, PLC / Orange
The Year in Review: Federal Tax and Virginia Developments in Estate Planning and Administration (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)
Using Trusts in Connection with Marital Settlement Agreements (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)
Planning for Privacy in a Public World (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)
Trusts as Beneficiaries of IRAs (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)
Community Property and the Migrant Client (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)
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)
Ethics of Attorneys Representing and Acting as Fiduciaries (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)
Premarital Agreements (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)
Hot Topics: The 2017 Tax Act (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)