37th Annual Trusts and Estates Seminar 2018

MCLE Credits: 6.0
Ethics Credits Included: 1.0

Video on Site: Tuesday, November 27 / Alexandria, Charlottesville, Fredericksburg, Norfolk, Richmond, Roanoke
  Wednesday, November 28 / Ashburn
  Thursday, November 29 / Warrenton, Winchester
Registration: 8:30 a.m.
Program: 9:00 a.m. - 4:15 p.m.
MCLE Credit: 6.0 (Ethics: 1.0; GAL Incap: 6.0)
Live-Interactive Credit: 0.0
Live on Site: October 16 in Roanoke, October 22 in Fairfax, and October 30 in Williamsburg


Why Attend?

  • Important Updates on Federal and Virginia Tax Developments, Cases, and Legislation

Plus, an in-depth look at:

  • Special Needs Planning for the Trusts and Estates Attorney
  • Deeds: What Real Estate Attorneys Want Trusts and Estates Attorneys to Know
  • Fiduciary Case Law Updates
  • Ethics: Dealing with Lack of Capacity in Clients and Lawyers

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

Supported by The Trust Company of Virginia

GAL for Incapacitated Persons Continuing Credit Hours: 6.0

GAL Information


Your best source for current case/legislative news. Plus hear our experts give their analysis on timely topics and provide practical tips for your practice.

One day, six fantastic topics.

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.

You also want to keep up with the latest case law and statutory changes. 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.

Can't Attend?
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program's seminar materials are made available for sale.



8:30 Registration
9:00 The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments
Howard Zaritsky (Outline Author/Presenter)
Other Presenters: Neil L. Rose

Current legislation, IRS regulations and rulings, and case law covering estate taxes, gift taxes, generation-skipping transfer taxes, special valuation rules, and income taxes.
10:00 Virginia Developments in Estate Planning and Administration
J. William Gray, Jr. (Outline Author)
Presenters: Tom Yates, Alvi Aggarwal

The latest on new Virginia legislation and case law.

11:00 Break
11:15 Special Needs Planning for the Trusts and Estates Attorney
Kelly A. Thompson

Special needs considerations in estate planning are more important every year, as the younger population with disabilities increases, and the benefits available decrease. It is also necessary to understand the basic rules of first-party trusts to be able to serve those clients under age 65 who need to shelter assets to be able to receive Medicaid and/or SSI benefits. Being able to spot issues for your clients is half the battle!
12:15 Lunch Recess
1:00 Deeds—What Real Estate Attorneys Want Trusts and Estates Attorneys to Know
Susan Pesner, James P. Cox, III

Considerations in the deeding of property in connection with estate/trust administration; types of warranties; title holding; role of debt instruments; gift deeds; title insurance coverage(s).
2:00 Break
2:10 Fiduciary Case Law Update: What Planners (and Clients) Need to Know
Presenters: Michael H. Barker, Kevin G. Bender, Meghan G. Hubbard, Katherine W. Hennigs, Stephen W. Murphy, William I. Sanderson

Judicial opinions concerning fiduciary disputes provide vital insights into the value and viability of various estate planning techniques and fiduciary actions. Estate planning lawyers can learn lessons to lessen their own lamenting by tracking trends from trust and estate trials.  This session will provide an overview and update on the latest fiduciary case law opinions and identify risks and opportunities for estate planners and their clients.          
3:10 Break
3:15 Dealing with Lack of Capacity in Clients and Lawyers (Ethics)
Virginia H. Grigg

As the population ages, attorneys will find themselves dealing with more situations in which a client may be impaired or lack capacity.  Attorneys may also have to address issues involving other attorneys in their firms that may not be competent to continue to practice law.  This session will address the various ethical rules and opinions that attorneys can rely upon in dealing with these situations.
4:15 Adjourn



Alvi Aggarwal, Yates Campbell & Hoeg LLP / Fairfax
Michael H. Barker, McGuireWoods LLP / Richmond
Kevin G. Bender, McGuireWoods LLP / Richmond
James P. Cox III, MichieHamlett / Charlottesville
J. William Gray Jr., McGuireWoods LLP / Richmond
Virginia H. Grigg, Christian & Barton, LLP / Richmond
Katherine W. Hennigs, McGuireWoods LLP / Washington, DC
Meghan G. Hubbard, McGuireWoods  LLP / Richmond 
Stephen W. Murphy, McGuireWoods LLP / Charlottesville
Susan M. Pesner, Pesner Kawamoto / McLean
Neil L. Rose, Willcox & Savage, P.C. / Virginia Beach
William I. Sanderson, McGuireWoods LLP / Washington, DC
Kelly A. Thompson, Thompson Wildhack PLC / Arlington
Thomas D. Yates, Yates Campbell & Hoeg LLP / Fairfax
Howard M.  Zaritsky / Rapidan


Stephanie P. Cook, Stephanie Pitsenberger Cook, PC / Roanoke
Lauren A.  Jenkins, Offit Kurman, P.A. / Vienna
Ellis H. Pretlow, Kaufman & Canoles, P.C. / Norfolk

Locations, Dates and Fees

VIDEO REGISTRATION FEES (Lunch not included).
(All registrants will receive access to a complete set of downloadable e-book seminar materials.)

$225* regular registration (without printed materials).
$255 regular registration plus printed materials.
$210* preregistering VSB Trusts and Estates Section member (without printed materials).
$240 preregistering VSB Trusts and Estates Section member plus printed materials.
$270 on-site registration (if space is available) (printed materials included).

*Available until 3 business days before the program.



Alexandria: Courtyard Marriott Alexandria Old Town / Southwest, 2700 Eisenhower Avenue (703) 329-2323 (Venue Website / Google Map) Metro accessible!
Charlottesville: The Virginia CLE® Building, 105 Whitewood Road (800) 979-8253 (Venue Website / Google Map)
Fredericksburg: Courtyard Marriott Fredericksburg Historic District, 620 Caroline Street (540) 786-8321 (Venue Website / Google Map)
Norfolk: SpringHill Suites Norfolk—Virginia Beach, 6350 Newtown Road (757) 333-3100 (Venue Website / Google Map)
Richmond: UVA Richmond Regional Center, 2810 N. Parham Road, Suite 300, 3rd Floor (Parking available only in spots not marked “Visitor Parking”) (804) 662-7464 (Venue Website / Google Map)
Roanoke: Roanoke Higher Education Center, 108 North Jefferson Street (Parking validated for parking deck adjacent to center only) (540) 767-6161 (Venue Website / Google Map)


Ashburn: SpringHill Suites Ashburn Dulles North, 20065 Lakeview Center Plaza  (703) 723-9300 (Venue Website / Google Map)


Warrenton: Holiday Inn Express Warrenton, 410 Holiday Court (540) 341-3461 (Venue Website / Google Map)
Winchester: Wingate by Wyndham Hotel Winchester, 150 Wingate Drive (540) 678-4283 (Venue Website / Google Map)

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.

Cancellation/transfer requests will be honored through 5:00 p.m. of the DAY BEFORE the seminar.  You will, however, be charged $90 for the materials if you cancel your registration for the seminar, or transfer registration to a different seminar, after the link to the materials has been e-mailed by Virginia CLE®.

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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