39th Annual Trusts and Estates 2020 (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
:
6.0 (GAL Information)
Price: $299 (Includes a downloadable audio version.)
Viewable Through: 9/30/2023

Information

A pre-recorded streaming AUDIO and VIDEO replay of the October 2020 webcast seminar, 39th Annual Trusts and Estates Seminar 2020.


Cosponsored with the Trusts and Estates Section of the Virginia State Bar

You need practical, real-world information on planning, drafting documents, and administering estates, something you can put to use every day. This online seminar features topics that are extremely important for your estate planning practice. You will hear important updates on federal and Virginia tax developments, cases, and legislation presented by Howard Zaritsky, Bill Gray, Alvi Aggarwal, and Thomas D. Yates.

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
 
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Schedule

COURSE TOPICS

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.

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.
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.

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. 
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.

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.

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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