The Conner-Zaritsky 41st Annual Advanced Estate Planning and Administration 2020 (USB Seminar)

MCLE Credits: 12.0
Ethics Credits Included: 2.0

MCLE Credit: 12.0 (Ethics: 2.0)
Live-Interactive Credit: 0.0
GAL for Incapacitated
Persons CE Credit
6.0 (GAL Information)
Price: $369 - USB with electronic materials
Available Through: 9/30/2023


A pre-recorded audio replay of the September 2020 seminar, The Conner-Zaritsky 41st Annual Advanced Estate Planning and Administration program.

Topics covered include:

  • Recent Federal Wealth Transfer Tax Developments
  • Virginia Developments in Estate Planning and Administration
  • Modifying Irrevocable Trusts
  • Guardians and Planning for Minors
  • Socially Distanced Estate Planning
  • Anatomy of an Operating Agreement
  • Cyber Estate Planning and Administration (DeMallie Award–Winner Presentation)
  • Looking Good in the Commissioner of Accounts Office 
  • Hot Topics
  • The Popular Q&A Panel
  • Plus 6.0 hours of GAL for Incapacitated Persons and 2.0 hours of Ethics

Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association, this program of national reach and sophisticated content features prominent experts from Virginia and across the country.




Recent Federal Wealth Transfer Tax Developments
William I. Sanderson
Virginia Developments in Estate Planning and Administration
J. William Gray, Jr.
J. Lee Osborne
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.
Guardians and Planning for Minors
Sarah M. Johnson

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

Socially Distanced Estate Planning
John Bristow, Dan Durst, Matthew Farley

This presentation discusses issues relating to the execution of common estate planning documents and possible execution alternatives brought to the fore by COVID-19.  We will then review the history of electronic wills prior to the COVID-19 pandemic, culminating in the Uniform Electronic Wills Act approved by the Uniform Law Commission last year.  We will conclude the presentation discussing potential legislative solutions that might authorize (or confirm the validity of) remote execution of estate planning documents in Virginia, including electronic wills.
Anatomy of an Operating Agreement
Steve Gorin

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

Cyber Estate Planning and Administration (DeMallie Award–Winner Presentation)
Gerry Beyer

This presentation covers 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.

Alvi Aggarwal

This session addresses 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.

Looking Good in the Commissioner of Accounts Office  
Mindy Hetzel

This session offers 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.

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 reviews the SECURE Act, situations where changes should be considered, and practical considerations from a drafting and planning perspective.  

The Popular Q&A
Farhad Aghdami, William I. Sanderson, Howard M. Zaritsky



Alvi Aggarwal, Yates Campbell & Hoeg LLP / Fairfax
Farhad Aghdami, Williams Mullen / Richmond
Gerry W.  Beyer, Texas Tech University School of Law / Lubbock, TX
John D. Bristow, Armstrong Bristow Farley & Schwarzschild PLC / Richmond
Dan J. Durst, Williams Mullen / Richmond
Matthew Farley, Armstrong Bristow Farley & Schwarzschild PLC / Richmond
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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