The Conner-Zaritsky 41st Annual Advanced Estate Planning and Administration Seminar

MCLE Credits: 12.0
Ethics Credits Included: 2.0

Thursday, September 24, 9:00 a.m. - 5:00 p.m. ET
  • Live Webcast
  • Live Telephone
Learn more about Virginia CLE webcast format
Learn more about Virginia CLE telephone format
Friday, September 25, 9:00 a.m. - 4:45 p.m. ET
  • Live Webcast
  • Live Telephone
MCLE Credit:

12.0 (Pending) (Ethics: 2.0 Pending) September 24th & 25th
6.0 (Pending) (Ethics: 1.0 Pending) September 24th Only
6.0 (Pending) (Ethics: 1.0 Pending) September 25th Only

Live-Interactive Credit:

12.0 2-Day Seminar (all formats) (Pending)Live Interactive MCLE Credit Symbol
6.0 (September 24th Only, all formats) (Pending)
6.0 (September 25th Only, all formats) (Pending)

GAL for Incapacitated
Persons CE Credit
:

6.0 (2-Day) (GAL Information)
4.0 September 24th Only
2.0 Septetmber 25th Only

Registration Fees:

$369 September 24th & 25th
$299 September 24th Only
$299 September 25th Only

Information

Why Attend?

A program of national reach and sophisticated content, featuring prominent experts from Virginia and across the country

  • HEAR top speakers on a variety of topics that are relevant and timely for estate planning attorneys engaged in sophisticated transactions.
  • LEARN tools to enhance your practice and make you a better lawyer.
  • OBTAIN answers to the questions that plague you. Send in your questions to the panel at the renowned Q&A session.

Virginia’s Premier Estate Planning Program.

Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association.

This seminar is Virginia’s premier event for experienced estate planning attorneys. Get all 12 MCLE credits with 2 hours of ethics at one outstanding seminar. You may also register for either day, September 24 or 25, only.

  • The most comprehensive updates
  • A spectacular faculty of nationally and locally renowned speakers
  • Cutting-edge issues facing estate planners
 

Discounts available for Virginia CLE webcast-telephone-live seminars Follow link to learn about the Virginia CLE Online Bundle with savings up to 45% Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about discount for New Virginia Lawyers (first 3 years) Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Registration Deadlines:
Webcast: 10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials.
Telephone: Online registration ends at 11:59 p.m. the day preceding the seminar
Call (800) 979-8253 to register up to one hour prior to the seminar

Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $90 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE.

Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.

MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.


Can't Attend?
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.

Schedule

COURSE SCHEDULE (September 24 and September 25) (Eastern Time)

Thursday, September 24

9:00 Welcome
Frank A. Thomas, III
9:05 Recent Federal Wealth Transfer Tax Developments
William I. Sanderson
10:05 Break
10:15 Virginia Developments in Estate Planning and Administration
J. William Gray, Jr.
11:15 Break
11:30 Ethics
J. Lee Osborne
12:30 Lunch Break
1:30 Modifying Irrevocable Trusts
Kristen F. Hager, Meghan G. Hubbard

With the much larger exemption amounts, many clients are finding that they no longer need trusts to shelter assets from estate taxation. In addition, the existence of a trust may prevent a fair market value basis adjustment at death. This session will focus on the tools and techniques for modifying irrevocable trusts with an eye on the various paths under state law to modify a trust, along with a discussion of the relevant tax considerations.
2:30 Break
2:45 Guardians and Planning for Minors
Sarah M. Johnson


This presentation will focus on important (and often emotional) considerations when designating guardians for minor children, along with planning for the transfer of assets to children.

3:45 Break
4:00 Charitable Planning
Natanya Holland Allan

This presentation will focus on the basics of charitable giving, and then focus on planning with donor-advised funds and private foundations, the effective use of charitable remainder trusts and charitable lead trusts, and charitable giving in connection with liquidity events.
5:00 Adjourn

Friday, September 25

9:00 Welcome
Frank A. Thomas, III
9:05 Anatomy of an Operating Agreement
Steve Gorin

This presentation will address the important non-tax and tax provisions for LLCs that are important for other entities as well.

10:05 Break
10:15 Cyber Estate Planning and Administration (DeMallie Award–Winner Presentation)
Gerry Beyer


This presentation will cover estate planning for digital property and access to digital assets after a person’s death. A discussion of planning for cryptocurrency is also included.  This topic is especially important as Virginia enacted the Revised Uniform Fiduciary Access to Digital Assets Act in 2017, replacing the radically different Privacy Expectation Afterlife and Choices Act, which was discussed at the program in 2015.

11:15 Break
11:30 Ethics
Alvi Aggarwal


This session will address lawyers’ responsibilities for the conduct of other lawyers in the firm, with a focus on the policies and procedures (e.g., on conflicts and calendaring) the ethics rules require and that may help manage risk in the trusts and estates practice.

12:30 Lunch Break
1:30 Looking Good in the Commissioner of Accounts Office  
Mindy Hetzel


This session will offer practical advice and tips for attorneys appearing before the Commissioner of Accounts with a focus on helping us avoid traps for the unwary and reviewing common problems and areas of concern.

2:45 Break
2:55 Hot Topics
Farhad Aghdami, Timothy H. Guare


The SECURE Act, which was passed at the end of last year, has far-reaching implications for estate planners, especially with regard to the new rules and paradigms related to “stretch” IRAs and the creation of a new 10-year distribution requirement for distributions to many classes of non-spouse beneficiaries.  The Act will change, materially, the amounts being distributed to beneficiaries under so-called “conduit” trusts, and planners may wish to revisit the use of “accumulation” trusts.  This presentation will review the SECURE Act, situations where changes should be considered, and practical considerations from a drafting and planning perspective.  

4:10 Break
4:15 The Popular Q&A
Farhad Aghdami, William I. Sanderson, Howard M. Zaritsky


This is your chance to ask the panelists those questions about troublesome issues that nag at your mind. Submit your questions in writing to the registration desk prior to the session.

4:45 Adjourn
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

Faculty

FACULTY

Alvi Aggarwal, Yates Campbell & Hoeg LLP / Fairfax
Farhad Aghdami, Williams Mullen / Richmond
Natanya Holland Allan, Cochran Allan / Tysons
Gerry W.  Beyer, Texas Tech University School of Law / Lubbock, TX
Steve Gorin, Thompson Coburn / St. Louis, MO
J. William Gray, Jr., Whiteford Taylor Preston / Richmond
Timothy H. Guare, Timothy H. Guare, PLC / Richmond
Kristen Frances Hager, McGuireWoods LLP / Richmond
Melinda Dickerson Hetzel, Commissioner of Accounts for Loudoun County / Leesburg
Meghan Gehr Hubbard, McGuireWoods LLP / Richmond
Sarah M. Johnson, Birschstone Moore / Washington, DC
J. Lee E. Osborne, Woods Rogers PLC / Roanoke
William I. Sanderson, McGuireWoods LLP / Washington, DC
Frank A. Thomas, III, Frank A. Thomas, III PLC / Orange
Howard M.  Zaritsky / Rapidan

Locations, Dates and Fees

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