38th Annual Trusts and Estates Seminar Materials

Publication Date: October 2019
Available Formats: Print or Searchable PDF via immediate download, CD-ROM, or USB Flash Drive
Pages: 374

Information

This comprehensive, stand-alone publication is direct from an October 2019 seminar that was cosponsored with the Virginia State Bar Trusts and Estates Section.

The seminar covered important updates on Federal and Virginia tax developments, cases, and legislation, with 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

Table of Contents

The Year in Review: An Estate Planner’s Perspective on Recent Tax Developments
Author/Presenter: Howard M. Zaritsky
Other Presenters: Carter Brothers, Neil L. Rose


Virginia Developments in Estate Planning and Administration
Presenters: Alvi Aggarwal, Tom Yates

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


Fiduciary Income Tax Issues: From Death to Trust Termination
Author/Presenter: Ellis H. Pretlow

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


How the Practitioner can Ethically Navigate the Perfect Storm Involving the Elderly
Client and the Dysfunctional Family

Author/Presenter: Aejaz A. Dar, Paul H. Melnick

Authors

Howard M. Zaritsky

J. William Gray

Edward D. Barnes

Katherine W. Hennigs

Jennifer Lee Schooley

Ellis H. Pretlow

Kevin G. Bender

Abbey L. Farnsworth

Kristen F. Hager

Meghan G. Hubbard

Scott W. Masselli

Stephen W. Murphy

Aejaz A. Dar

Paul H. Melnick

Prices

Print - $90
Download - $90
CD-ROM - $90
USB Flash Drive - $90
Both Print and CD-ROM - $120
Both Print and USB Flash Drive - $120
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