37th Annual Trusts and Estates Seminar 2018 (Online Seminar)

MCLE Credits: 6.0
Ethics Credits Included: 1.0

MCLE Credit: 6.0 (Ethics: 1.0; GAL Incap: 6.0)
Live-Interactive Credit: 0.0
Price: $295 (Includes a downloadable audio version.)
Viewable Through: 9/30/2021

Information

A pre-recorded streaming VIDEO replay of the October 2018 live seminar, 37th Annual Trusts and Estates. 

GAL Continuing Credits: 6.0

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


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.

Topics include:

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

Schedule

COURSE SCHEDULE

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.
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.

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!
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).
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.          
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.

Faculty

FACULTY

Alvi Aggarwal, Yates Campbell & Hoeg LLP / Fairfax
J. William Gray Jr., McGuireWoods LLP / Richmond
Virginia H. Grigg, Christian & Barton, LLP / Richmond
Katherine W. Hennigs, McGuireWoods LLP / Washington, DC
Susan M. Pesner, Pesner Kawamoto / McLean
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

MODERATOR

Lauren A.  Jenkins, Offit Kurman, P.A. / Vienna

Locations, Dates and Fees

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