The Conner-Zaritsky 41st Annual Advanced Estate Planning and Administration 2020 (Day Two) (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
:
2.0 (GAL Information)
Price: $299 (Includes a downloadable audio version.)
Viewable Through: 9/30/2023

Information

A pre-recorded streaming AUDIO replay of the last 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 Two Topics include:

  • Anatomy of an Operating Agreement
  • Cyber Estate Planning and Administration (DeMallie Award–Winner Presentation)
  • Ethics
  • Looking Good in the Commissioner of Accounts Office 
  • Hot Topics
  • The Popular Q&A Panel
 
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Schedule

COURSE TOPICS - DAY TWO

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 coveres 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.

Ethics
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

Faculty

FACULTY

Alvi Aggarwal, Yates Campbell & Hoeg LLP / Fairfax
Farhad Aghdami, Williams Mullen / Richmond
Gerry W.  Beyer, Texas Tech University School of Law / Lubbock, TX
Steve Gorin, Thompson Coburn / St. Louis, MO
Timothy H. Guare, Timothy H. Guare, PLC / Richmond
Melinda Dickerson Hetzel, Commissioner of Accounts for Loudoun County / Leesburg
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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