The Conner-Zaritsky 42nd Annual Advanced Estate Planning and Administration Seminar

MCLE Credits: 12.0
Ethics Credits Included: 2.0

Thursday, April 29, 9:00 a.m. - 5:00 p.m. ET
  • Live Webcast
  • Live Telephone
Learn more about Virginia CLE webcast format
Learn more about Virginia CLE telephone format
Friday, April 30, 9:00 a.m. - 4:45 p.m. ET
  • Live Webcast
  • Live Telephone
MCLE Credit:

12.0 Pending (Ethics: 2.0 Pending) April 29th & 30th
6.0 Pending (Ethics: 1.0 Pending) April 29th Only
6.0 Pending (Ethics: 1.0 Pending) April 30th Only

Live-Interactive Credit:

12.0 Pending 2-Day Seminar (all formats) Live Interactive MCLE Credit Symbol
6.0 Pending (April 29th Only, all formats)
6.0 Pending (April 30th Only, all formats)

GAL for Incapacitated
Persons CE Credit
:

6.0 (2-Day) (GAL Information)
5.0 April 29th Only
2.0 April 30th Only

Registration Fees:

Webcast/telephone, both days, April 29–30: $429
Webcast/telephone, April 29 only: $299
Webcast/telephone, April 30 only: $299

Information

Why Attend?

A program of national reach and sophisticated content, featuring prominent experts from Virginia and across the country

  • HEAR top speakers on a variety of topics that are relevant and timely for estate planning attorneys engaged in sophisticated transactions.
  • LEARN tools to enhance your practice and make you a better lawyer.
  • OBTAIN answers to the questions that plague you. Send in your questions to the panel at the renowned Q&A session.

Virginia’s Premier Estate Planning Program

Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association.

This seminar is Virginia’s premier event for experienced estate planning attorneys. Get all 12 MCLE credits with 2 hours of ethics at one outstanding seminar. You may also register for either day, April 29 or 30, only.

  • The most comprehensive updates
  • A spectacular faculty of nationally and locally renowned speakers
  • Cutting-edge issues facing estate planners
 

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 (April 29 and April 30) (Eastern Time)


Thursda
y, April 29

9:00 Welcome
Frank A. Thomas, III
9:05 Recent Federal Wealth Transfer Tax Developments
William I. Sanderson
10:05 Break
10:15 Virginia Developments in Estate Planning and Administration
Katherine Ramsey
11:15 Break
11:30 Ethics
Kathi Ayers
12:30 Lunch Break
1:30 In Terrorem Clauses
John Midgett
2:30 Break
2:45 Planning for the Generation-Skipping Transfer Tax
Stephen W. Murphy
3:45 Break
4:00 Planning for Impaired Beneficiaries and Undue Influence
Matthew Farley
5:00 Adjourn

Friday, April 30

9:00 Welcome
Frank A. Thomas, III
9:05 The Two Weeks Before and the Two Weeks After a Client Dies
Tom D. Yates, Ellis Pretlow
10:05 Break
10:15 Fiduciary Liability of Trust Protectors (DeMallie Award–Winner Presentation)
Alison Zizzo
11:15 Break
11:30 Ethics
Melinda Merk
12:30 Lunch Break
1:30 Partnership Taxation Basics           
Paul S. Lee
3:00 Break
3:10 Hot Topics
Farhad Aghdami
4:10 Break
4:15 The Popular Q&A
Farhad Aghdami, William I. Sanderson, Howard M. Zaritsky
4:45 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

Farhad Aghdami, Williams Mullen / Richmond
Kathi L. Ayers, Vaughan, Fincher & Sotelo, PC / Tysons
Matthew M. Farley, Armstrong Bristow Farley & Schwarzschild PLC / Richmond
Paul S. Lee, The Northern Trust Company / New York, NY
Melinda Merk, McCandlish Lillard / Fairfax
John T. Midgett, Midgett Preti Olansen PC / Virginia Beach
Stephen W. Murphy, McGuireWoods LLP / Charlottesville
Ellis H. Pretlow, Kaufman & Canoles, PC / Norfolk
Katherine E. Ramsey, Virginia Estate & Trust Law, PLC / Richmond
William I. Sanderson, McGuireWoods LLP / Washington, DC
Frank  A. Thomas, III, Frank A. Thomas, III PLC  / Orange
Thomas D. Yates, Yates Campbell & Hoeg LLP / Fairfax
Howard M.  Zaritsky / Rapidan
Alison R. Zizzo, Midgett Preti Olansen PC / Virginia Beach

Locations, Dates and Fees

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