38th Annual Trusts and Estates Seminar 2019 (Online Seminar)

MCLE Credits: 6.0
Ethics Credits Included: 1.0

MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 0.0
Price: $299 (Includes a downloadable audio version.)
Viewable Through: 9/30/2022

Information

A pre-recorded streaming VIDEO replay of the October 2019 live seminar, 38th Annual Trusts and Estates Seminar.


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:

  • 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
 
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Schedule

COURSE TOPICS

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.          

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.
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.
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.
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.

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.

Faculty

FACULTY

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

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