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

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This comprehensive, stand-alone publication is direct from a May 2019 seminar cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association.

This annual program of national reach and sophisticated content features prominent experts from Virginia and across the country.

Topics covered at the 2019 seminar include:

   •The Year in Review: Recent Federal Wealth Transfer Tax Developments
   •Virginia Developments in Estate Planning and Administration
   •Legal and Practical Considerations of the Exercise of Discretion
   •Fiduciary Income Tax
   •Advising Clients Through Legacy Property Ownership
   •Owning and Operating the Perpetuating Family Business
   •Estate Planning with Basis (DeMallie Award-Winner Presentation)
   •Fiduciary Litigation
   •Maximizing the Tax and Non-Tax Efficiencies of Liquidity Events

I. THE YEAR IN REVIEW: AN ESTATE PLANNER’S PERSPECTIVE ON
RECENT TAX DEVELOPMENTS
William I. Sanderson

2018-19 VIRGINIA DEVELOPMENTS IN ESTATE PLANNING AND
ADMINISTRATION
J. William Gray, Jr.

II. TRUSTEE DISCRETION: THE BETTER PART OF VALOR OR
VULNERABILITY?
Amy K. Kanyuk
Gerald F. Joyce, Jr.

III. THE PRACTICE OF LAW OR NOT THE PRACTICE OF LAW: THAT IS THE
QUESTION
Virginia H. Grigg

IV. ESTATE PLANNING AND FIDUCIARY INCOME TAXES
Christine N. Piersall

V. 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

VI. OWNING AND OPERATING THE PERPETUATING FAMILY BUSINESS
Brett D. Sovine

VII. FINDING BASIS – IT MIGHT NOT BE WHERE YOU THOUGHT IT WAS
Howard Zaritsky

VIII. ETHICAL CONSIDERATIONS IN CLIENT FEE ARRANGEMENTS
Donna E. Fincher

IX. FIDUCIARY LITIGATION
Matthew M. Farley
Alison R. Zizzo

X. HOT TOPICS
Farhad Aghdami

XI. Q & A PANEL QUESTIONS
Farhad Aghdami
William L. Sanderson
Howard M. Zaritsky

Authors

Farhad Aghdami

Michael H. Barker

Matthew M. Farley

Donna E. Fincher

J. William Gray Jr.

Virginia H. Grigg

Lauren A. Jenkins

Gerard F. Joyce

Amy K. Kanyuk

Christine Nguyen Piersall

William I. Sanderson

Brett D. Sovine

Frank A. Thomas, III

Howard M. Zaritsky

Alison R. Zizzo