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

MCLE Credits: 6.0
Ethics Credits Included: 1.0

MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 0.0
GAL for Incapacitated
Persons CE Credit
:
4.0 (GAL Information)
Price: $299 (Includes a downloadable audio version.)
Viewable Through: 9/30/2023

Information

A pre-recorded streaming AUDIO replay of the first six sessions from the September 2020 seminar, The Conner-Zaritsky 41st Annual Advanced Estate Planning and Administration program.


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.

Day One Topics include:

  • Recent Federal Wealth Transfer Tax Developments
  • Virginia Developments in Estate Planning and Administration
  • Ethics
  • Modifying Irrevocable Trusts
  • Guardians and Planning for Minors
 
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Schedule

COURSE TOPICS - DAY ONE

Recent Federal Wealth Transfer Tax Developments
William I. Sanderson
Virginia Developments in Estate Planning and Administration
J. William Gray, Jr.
Ethics
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 focuses 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 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 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.

Faculty

FACULTY

John D. Bristow, Armstrong Bristow Farley & Schwarzschild PLC / Richmond
Dan J. Durst, Williams Mullen / Richmond
Matthew Farley, Armstrong Bristow Farley & Schwarzschild PLC / Richmond
J. William Gray, Jr., Whiteford Taylor Preston / Richmond
Kristen Frances Hager, McGuireWoods LLP / Richmond
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

Locations, Dates and Fees

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