39th Annual Trusts and Estates Seminar 2020

MCLE Credits: 6.0
Ethics Credits Included: 1.0

Monday, October 19, 9:00 a.m. - 4:15 p.m. ET
  • Live Webcast
  • Live Telephone
Learn more about Virginia CLE webcast format
Learn more about Virginia CLE telephone format
MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 6.0 (all dates, all formats) Live Interactive MCLE Credit Symbol
GAL for Incapacitated
Persons CE Credit
:
6.0 (GAL Information)
Registration Fee:

$299 regular registration
$279 discounted registration for VSB Trusts and Estates Section members

Information

Why Attend?

Important updates on federal and Virginia tax developments, cases, and legislation

Plus, an in-depth look at:

  • Issues commonly encountered by trusts and estates practitioners who plan for international families
  • The Uniform Directed Trust Act enacted during the 2020 General Assembly session
  • Estate planning for beneficiaries suffering from addiction and substance abuse
  • Ethics: A discussion of the issues that practitioners face when representing multiple members and generations of the same family in estate planning or administration matters

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 materials are simply invaluable: “Priceless.” They will serve as a great reference tool for many, many years in your office.

 

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 (October 19) (Eastern Time)

9:00 The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments
Howard Zaritsky (Outline Author/Presenter)


This session 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, Thomas D. Yates

           
The latest on new Virginia legislation and case law.
11:00 Break
11:15 What Every Trusts and Estates Lawyer Should Know About International Estate Planning and Administration
Brooke C. Tansill


This session will provide an overview of the issues commonly encountered by trusts and estates practitioners who plan for international families. Many of our clients are foreign-born, green-card holders, or have spouses or other family members who are non-citizens, and many of our clients have family or financial interests abroad. This presentation will assist practitioners in identifying and addressing issues in international estate planning. Topics covered will include an overview of both international transfer tax planning and international income tax planning, foreign trusts, expatriation rules, and reporting requirements. It will also highlight planning strategies available to clients with international ties.

12:15 Lunch Break
1:00 Planning with Directed Trusts Under Virginia’s New Directed Trust Act
David Kamer 

This presentation will provide an understanding of the Uniform Directed Trust Act enacted during the 2020 General Assembly session.  The use of directed trusts has become substantially more common in recent years.  The session will cover the respective duties and liabilities of trustees and trust directors, and it will address planning and drafting considerations associated with directed trusts. 
2:00 Break
2:10 Estate Planning for Substance Abuse and At-Risk Beneficiaries
Matthew M. Farley


This presentation will discuss the increasingly common situation of planning for beneficiaries suffering from addiction and substance abuse and provide practical suggestions about drafting appropriate documents and administering estates and trusts with at-risk beneficiaries.

3:10 Break
3:15 Ethics: When Sunny Skies Turn Gray: Navigating the Ethical Issues in Representing Siblings and Multi-Generational Families
Kathi Ayers, Jennifer Schooley


This session will walk through the ethical issues that practitioners face when representing multiple members and generations of the same family in estate planning or administration matters.  From siblings named as co-fiduciaries or as fiduciaries for other siblings, to family members who share trust or business interests, this presentation will analyze and discuss issues of communication, confidentiality, conflicts of interest, joint representation, and engagement agreements.

4:15 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
Kathi L. Ayers, Vaughan, Fincher & Sotelo, PC / Tysons
Matthew M. Farley, Armstrong Bristow Farley & Schwarzschild PLC / Richmond
J. William Gray, Jr., Whiteford Taylor Preston / Richmond
David Kamer, Kaufman & Canoles, PC / Norfolk
Jennifer Lee Schooley, Schooley Law Firm / Richmond
Brooke C. Tansill, Frederick J. Tansill & Associates, LLC / McLean
Thomas D. Yates, Yates Campbell & Hoeg LLP / Fairfax
Howard M.  Zaritsky / Rapidan

MODERATOR

Carter R. Brothers, Spilman Thomas and Battle, PLLC / Roanoke

Locations, Dates and Fees

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