The Conner-Zaritsky 40th Annual Advanced Estate Planning and Administration Seminar

MCLE Credits: 12.0
Ethics Credits Included: 2.0

Live on Site: Friday, May 3 - Sunday, May 5 / Williamsburg (The Williamsburg Lodge)
Registration: 12:35 p.m.
Program: Friday, May 3 - 12:55 p.m. - Sunday, May 5 - 12:35 p.m.
MCLE Credit: 12.0 (Ethics: 2.0; GAL Incap: 5.5)
Live-Interactive Credit: 12.0 Live Interactive MCLE Credit Symbol


Why Attend?

  • HEAR top speakers on a variety of topics that are relevant and timely for estate planning attorneys engaged in sophisticated transactions.
  • LEARN tools to enhance your practice and make you a better lawyer.
  • OBTAIN answers to the questions that plague you. Bring your written questions to the panel at the renowned Sunday Q&A session.
  • NETWORK with your colleagues. Use this annual event to catch up with old friends and meet new ones. Sponsored cocktail parties Friday and Saturday nights from 6:00 to 8:00 p.m. provide time to socialize.

Virginia’s Premier Estate Planning Program. Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association.

Supported By:

This seminar is Virginia’s premier event for experienced estate planning attorneys. Get all 12 MCLE credits with 2 hours of ethics at one outstanding seminar.

GAL for Incapacitated Persons Continuing Credit Hours: 5.5

GAL Information



  • The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments
  • Virginia Developments in Estate Planning and Administration
  • Discretion
  • The Practice of Law
  • Fiduciary Income Tax and Fiduciary Litigation
  • Legacy Property Ownership of Vacation Homes
  • Owning and Operating the Perputuating Family Business 
  • Estate Planning with Basis (DeMallie Award–Winner Presentation)
  • The Popular Q&A Panel
  • Two Hours of Ethics

ENJOY the activities at The Williamsburg Lodge and Colonial Williamsburg.  The three half-days seminar format leaves Saturday and Sunday afternoons free so that you and your family may enjoy activities at the superb facilities at The Williamsburg Lodge and in Williamsburg. To find out more, go to for The Williamsburg Lodge and to for Colonial Williamsburg.

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

This program is not eligible for discounts.



Friday Afternoon

12:55 Introduction
Frank A. Thomas, III, Moderator
1:00 The Year in Review: Recent Federal Wealth Transfer Tax Developments
William I. Sanderson

Virginia Developments in Estate Planning and Administration
J. William Gray, Jr.
3:00 Break
3:15 How Much and When? A Discussion on the Legal and Practical Considerations of the Exercise of Discretion
Amy K. Kanyuk, Gerard F. Joyce, Jr.

This session will focus on the challenges trustees face with respect to discretion over distributions, examining the scope and meaning of different types of discretion, and the interplay between a trustee’s discretion and a beneficiary’s rights and interests.  The presenters will provide practical advice and guidance from the perspective of an estate planner and a trust officer regarding the exercise of a trustee’s discretion and the scope of a beneficiary’s rights with respect to a discretionary trust.

4:30 Break
4:35 The Practice of Law or Not the Practice of Law: That Is the Question
Virginia H. Grigg
5:35 Adjourn
6:00 Reception Sponsored by TCV Trust and Wealth Management



8:30 Fiduciary Income Tax Planning
Christine N. Piersall

With the increase in the estate tax exemption amount, income tax planning has become an important part of estate planning.  This session will discuss fiduciary income tax considerations in planning and administration.  In addition, it will cover the 2017 Tax Act impact on fiduciary income taxes.

9:30 A Vacation Home Is All I Ever Wanted—Until I Didn’t: Advising Clients Through the Thrills and Agonies of Legacy Property Ownership
Michael H. Barker, Lauren A. Jenkins

Planning for clients with legacy real estate assets, like beach houses and mountain compounds, can be both technically complex and of the utmost importance.  Planners must often wade through tax traps, governance obstacles, valuation disputes, creditor attacks, and vicious fights to successfully keep legacy property in the family.  This presentation will discuss strategies, tools, and tactics to help planners address the thorniest problems that our clients often face.
10:30 Break
10:45 Owning and Operating the Perpetuating Family Business
Brett D. Sovine

Many presentations at estate planning seminars talk about succession planning with an eye to a sale. This presentation will discuss the issues faced by family businesses that are owned and operated by the family with an eye toward continuing and perpetuating the structure within the family. Mr. Sovine will address recruiting, training, and preparing successive generations for management of the family business.  He will share a great deal of his personal experience and wisdom in counseling families for many years
11:45 Break
12:00 Estate Planning with Basis (DeMallie Award–Winner Presentation)
Howard Zaritsky

This session will focus on tools and strategies to increase basis, especially with the much larger estate tax exemptions.

1:00 Adjourn
6:00 Cocktail Party — Sponsored by Branch Banking and Trust Company


8:30 Ethical Considerations in Client Fee Arrangements
Donna E. Fincher

This presentation will cover a range of fee related topics, including determining an appropriate fee to charge the client, properly communicating the fee to the client, collection of the fee and fee sharing, fee disputes, and other fee related ethical issues.
9:30 Break
9:40 Fiduciary Litigation
Matthew M. Farley, Alison R. Zizzo

This presentation will address recent developments and trends in fiduciary litigation.
11:00 Break
11:05 Hot Topics
Farhad Aghdami

This session will cover significant developments or topics of interest that may have arisen after the program and speakers are set for the coming year.

12:05 Q&A Panel
Farhad Aghdami, William I. Sanderson, and Howard Zaritsky

In this session, several of our speakers will respond to your questions.

12:35 Adjourn



Farhad Aghdami, Williams Mullen/ Richmond
Michael H. Barker, McGuireWoods LLP / Richmond
Matthew M. Farley, Armstrong Bristow Farley & Schwarzschild PLC / Richmond
Donna  E. Fincher, Vaughan, Fincher & Sotelo / Vienna
J. William Gray Jr., McGuire Woods LLP/ Richmond
Virginia H. Grigg, Christian & Barton LLP  / Richmond
Lauren A.  Jenkins, Offit Kurman, P.A. / Vienna
Gerard F.  Joyce, Fiduciary Trust Company International / New York, NY
Amy K. Kanyuk, McDonald & Kanyuk, PLLC / Concord, NH
Christine  Nguyen Piersall, Williams Mullen / Norfolk
William I. Sanderson, McGuireWoods LLP / Washington, DC
Brett D.  Sovine, Brown Brothers Harriman / Charlotte, NC
Frank A. Thomas, III Frank A. Thomas, III PLC/ Orange
Howard M.  Zaritsky / Rapidan
Alison R. Zizzo, Midgett Preti Olansen / Virginia Beach

Locations, Dates and Fees

(All registrants will receive access to a complete set of downloadable e-book seminar materials.)

$475* registration fee (without printed materials).
$525 registration fee plus printed materials.
$550 on-site registration (if space is available) (printed materials included).

*Available until 3 business days before the program


MAY 3-5 / The Williamsburg Lodge
310 South England Street, Williamsburg (Venue Website / Google Map)
(757) 229-1000


A room block has been reserved at The Williamsburg Lodge. Reservations can be made directly through Tuesday, April 2, or until the block is filled.

For Online Reservations
Visit the Lodge’s customized website for this event: Book your group rate for Virginia CLE - Annual Advanced Estate Planning

For Call-in Reservations
Call (toll-free) 800-261-9530 to make reservations. The conference reservations office is open Monday-Friday, 8:30-5:00.  Please use the Booking ID 37857 when calling.

Click here to download a printable seminar registration form.

A 15% discount is offered on any book or seminar material purchased at the seminar site. All Virginia CLE® publications include free shipping.

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.


Virginia CLE®’s policy is to charge $100 to cancel for the live program between April 18 and April 25.  There will be a $200 charge for cancellations after April 25.

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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