38th Annual Trusts and Estates Seminar 2019

MCLE Credits: 6.0
Ethics Credits Included: 1.0

Live on Site: Wednesday, October 16 / Roanoke
  Monday, October 21 / Fairfax
  Tuesday, October 29 / Williamsburg
Registration: 8:30 a.m.
Program: 9:00 a.m. - 4:15 p.m.
MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 6.0 Live Interactive MCLE Credit Symbol
Video on Site Options


Why Attend?

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

Plus, an in-depth look at:

  • Estate Planning Practices and Trust Administration Practices That Limit Exposure in the Event of Divorce
  • Fiduciary Income Tax: From Death to Trust Termination
  • Tips to Avoid Becoming the Subject of Fiduciary Litigation
  • Ethics:  How the Practitioner Can Ethically Navigate the Perfect Storm Involving  
    the Elderly Client and the Dysfunctional Family

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

Supported by TCV Trust & Wealth Management

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.

Ways to Save

Can't Attend?
Attend one of the 9 video replays offered statewide in November.
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: Carter R. Brothers, Neil L. Rose

This outline covers all of the past year's legislation, cases, regulations, revenue rulings and procedures, and selected private letter rulings and proposed legislation regarding the income, estate, gift, and generation-skipping transfer tax laws of importance to estate planning.          

10:00 Virginia Developments in Estate Planning and Administration
J. William Gray, Jr. (Outline Author)
Presenters: Alvi Aggarwal, Tom Yates 

The latest on new Virginia legislation and case law.
11:00 Break
11:15 Keeping Out of the Fray: Estate Planning Practices and Trust Administration Practices That Limit Exposure in the Event of Divorce
Presenters: Edward D. Barnes, Sarah W. Bell, Katherine W. Hennigs, Melanie E. Peters, Jennifer Lee Schooley

As trusts and estates lawyers we may not understand how the planning and fiduciary administration advice we give will be interpreted in a divorce court. This session, jointly presented by a seasoned family law attorney and a knowledgeable trusts and estates attorney, will cover best practices for advising clients who have inherited assets or wish to protect their assets passing to descendants in the event of marital dissolution. Topics covered include: titling and management of inherited assets, drafting trust terms and making gifts that withstand scrutiny and equitable division in the event of divorce, trust management practices for the benefit of beneficiaries who are the subject of a contested divorce, the use of premarital or marital agreements as a complementary instrument in estate planning, and planning advice for clients with an existing divorce agreement.
12:15 Lunch (provided at live programs only)
1:00 Fiduciary Income Tax: From Death to Trust Termination
Ellis H. Pretlow

This session will be a practical guide to fiduciary income tax issues that practitioners face when administering estates and trusts. Even if you do not prepare fiduciary income tax  returns yourself, this session will raise issues to consider in drafting and illustrate how decisions in administration can have a large impact on the fiduciary income tax return of an estate or trust.


2:10 Tips to Avoid Becoming the Subject of Fiduciary Litigation
Presenters: Kevin G. Bender, Abbey L. Farnsworth, Kristen F. Hager,
Meghan G. Hubbard, Scott W. Masselli, Stephen W. Murphy

This presentation will discuss frequent pitfalls in trust and estate administration and estate planning process and provide practical tips and pointers for avoiding litigation through an examination of recent fiduciary cases.

3:10 Break
3:15 Ethics:  How the Practitioner Can Ethically Navigate the Perfect Storm Involving the Elderly Client and the Dysfunctional Family
Aejaz A. Dar, Paul H. Melnick

Estate planning and estate/trust administration often involve an elderly parent and strong-minded friends and family members—diminished capacity and elder abuse may also be in the mix.  The practitioner must know how to ethically handle the challenging issues that these types of clients can present. The practitioner’s ethical responsibilities concerning duties to prospective clients, joint representation, conflicts of interest, confidentiality, and attorneys serving as fiduciaries will be analyzed and discussed.

4:15 Adjourn



Alvi Aggarwal, Yates Campbell & Hoeg LLP / Fairfax
Edward D. Barnes, Barnes & Diehl, PC / Richmond
Sarah W. Bell, Woods Rogers PLC / Lynchburg
Kevin G. Bender, McGuireWoods LLP / Richmond
Carter R. Brothers, Spilman Thomas & Battle, PLLC / Roanoke
Aejaz A. Dar, Yates Campbell & Hoeg LLP / Fairfax
Abbey L. Farnsworth, McGuireWoods LLP / Richmond
J. William Gray, Jr. / Richmond
Kristen Frances Hager, McGuireWoods LLP / Richmond
Katherine W.  Hennigs, McGuireWoods LLP / Washington, DC
Meghan Gehr Hubbard, McGuireWoods LLP / Richmond
Scott W. Masselli, McGuireWoods LLP / Richmond
Paul H. Melnick, Pesner, Altmiller, Melnick & DeMers PLC / Tysons
Stephen W. Murphy, McGuireWoods LLP / Charlottesville
Melanie E. Peters, Weaver Law Firm / Roanoke
Ellis H. Pretlow, Kaufman & Canoles, PC / Norfolk
Neil L. Rose, Willcox & Savage, PC / Virginia Beach and Norfolk
Jennifer Lee Schooley, Schooley Law Firm, PC / Richmond
Thomas D. Yates, Yates Campbell & Hoeg LLP / Fairfax
Howard M.  Zaritsky / Rapidan

Locations, Dates and Fees

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

$289 regular registration (without printed materials).
$269 discounted registration for preregistering VSB Trusts and Estates Section members (without printed materials).
$339 on-site registration (if space is available) (without printed materials).


ROANOKE / Wednesday, October 16
Roanoke Higher Education Center (Venue Website / Google Map)
108 North Jefferson Street
(540) 767-6161
(Validated parking is available in the Gainsboro Garage only, which is on Center Avenue and adjacent to the RHEC.  Please bring the parking ticket that you receive at the gate to the Virginia CLE staff member for validation.)

FAIRFAX / Monday, October 21
Waterford at Fair Oaks (Venue Website / Google Map)
12025 Lee Jackson Memorial Highway
(703) 352-3200

WILLIAMSBURG / Tuesday, October 29
Fort Magruder Hotel and Conference Center (Venue Website / Google Map)
6945 Pocahontas Trail
(757) 220-2250

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: Please note that printed materials for the live seminar in Williamsburg are no longer available.


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.

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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