The Conner-Zaritsky 43rd Annual Advanced Estate Planning and Administration Seminar 2022

MCLE Credits: 12.0
Ethics Credits Included: 2.0

Friday - Sunday, April 29 - May 1
Learn more about Virginia CLE webcast format
Learn more about Virginia CLE telephone format
MCLE Credit: 12.0 (Ethics: 2.0)
Live-Interactive Credit: 12.0 (all dates, all formats) Live Interactive MCLE Credit Symbol
Designation Credit: 12.0 Trusts and Estates, 2.0 Ethics
(Designations Information)
GAL for Incapacitated
Persons CE Credit
:
6.0 (GAL Information)
Registration Fees: Webcast: $429 (with ebook materials only)
Telephone: $449 (with ebook materials only)
Live on Site: $479 (with ebook materials only)
Live on Site plus printed materials: $529

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.  Bring your written questions to the panel at the renowned Sunday Q&A session.
  • NETWORK with your colleagues.  Use this annual event to catch up with old friends and meet new ones.  Sponsored cocktail parties Friday and Saturday nights from 6:00 to 8:00 p.m. provide time to socialize.
  • ENJOY the activities at The Omni Homestead Resort.  The three half-days seminar format leaves Saturday and Sunday afternoons free so that you and your family may enjoy activities at the superb facilities at The Homestead. Visit http://www.omnihotels.com/hotels/
    homestead-virginia
    to find out more about this exciting venue.
  • OPTION TO ATTEND VIRTUALLY via live-interactive webcast or telephone: Enjoy this can’t-miss program from the convenience of your home or office, and still be able to ask questions of the speakers.

Virginia’s Premier Estate Planning Program

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

Supported By:


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.

  • The most comprehensive updates
  • A spectacular faculty of nationally and locally renowned speakers
  • Incomparable networking opportunities at The Homestead OR the convenience of attending virtually via webcast or telephone
  • Cutting-edge issues facing estate planners

PROGRAM HIGHLIGHTS

  • The Year in Review: Recent Federal Wealth Transfer Tax Developments
  • Virginia Developments in Estate Planning and Administration
  • Succession Planning for the Family Business
  • Trusts for the Trustless: Planning for Cryptocurrency
  • Fundamental but Fun Approaches to Interesting and Irritating Income Tax Pitfalls in Estate Planning
  • What Estate Planners Should Know About Creditors’ Rights and Asset Protection
  • Surprise! Redefining Family in the Wild West of DNA Test Kits and Assisted Reproductive Technology
  • Practicing Before the Commissioner of Accounts
  • Ethics
  • Hot Topics in Estate Planning
  • The Popular Q&A Panel

You have the option to attend live on site at the Omni Homestead Resort in Hot Springs (attendance may be limited in accordance with any CDC guidance), OR you may attend the complete seminar virtually via webcast or telephone.

By attending a live-on-site Virginia CLE® seminar, you acknowledge the health risks associated with COVID-19 and that you MUST follow all Virginia CLE® COVID-19 policies. You may NOT attend a live-on-site program if you have tested positive for COVID-19, if you are experiencing COVID-19 symptoms, or if you are under any self-quarantine orders per CDC guidelines.

Click here for details about the Virginia CLE® COVID-19 policy. Please revisit the webpage routinely for updates as we are monitoring the evolving COVID-19 situation. All updates to this policy will be emailed to registrants.
(Last updated March 2, 2022)

The Omni Homestead abides by all Centers of Disease Control and Prevention (CDC) guidelines and is taking extra steps to keep everyone safe.  The Omni Homestead Coronavirus policies can be found at:  https://www.omnihotels.com/-/media/files/omni-safe-and-clean-standards.pdf?la=en

This seminar is not eligible for discounts. Online Bundle credits, however, may be used to register for the webcast.

 

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
Live on Site: Online registration for the live-on-site option ends at 11:59 p.m. the day preceding the seminar. To register by telephone, please call (800) 979-8253 no later than  4:00 p.m. on Thursday, April 28.

Cancellation Policy: Cancellation/transfer requests will be honored through 5:00 p.m. on the DAY BEFORE the seminar. Virginia CLE®’s policy is to charge $100 to cancel for the live-on-site program between April 13 and April 20.  There will be a $200 charge for cancellations after April 20.

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 - May 1) (Eastern Time)

Friday, April 29

12:35 Welcome
Frank A. Thomas, III
12:55 Introductory Remarks
Frank A. Thomas, III, Moderator
1:00 The Year in Review: Recent Federal Wealth Transfer Tax Developments
William I. Sanderson


This session will cover significant tax developments.


Virginia Developments in Estate Planning and Administration
Katherine E. Ramsey

This session will review of significant state law developments

3:00 Break
3:15 Succession Planning for the Family Business
Chris J.C. Jones


There are many challenges and opportunities that confront owners of privately held (often family) businesses as they reach the point when they must consider appropriate succession planning. Succession planning is an area too often put off by the persons who most need to address it. This presentation will review successful techniques to minimize taxes and pay for those that remain, facilitate orderly leadership changes, and position the business for future success.  This presentation will also address issues such as control and cash flow for the business owner, dealing with family members in the business and family members not in the business, incenting key employees, and exit strategies.

4:30 Break
4:35 Ethics Potpourri—The Essence of Professional Responsibility
J. Lee E. Osborne


This session will discuss a range of topics of current interest in the ethics arena, including dealing with incapacitated clients (Rule 1.14), dealing with client documents (Rule 1.15), communications and confidentiality concerns due to remote lawyering (Rules 1.4 and 1.6) and other areas.  The speaker will address the upcoming 7th Edition of the ACTEC Commentaries on the Model Rules of Professional Conduct, which is expected to be published this year.

5:35 Adjourn
6:00 Reception—Sponsored by TCV Trust & Wealth Management


Saturday, April 30

8:30 Trusts for the Trustless: Planning for Cryptocurrency
Suzanne Brown Walsh


New types of digital property, including virtual currencies and non-fungible tokens, present challenges in estate planning, as well as in valuation and taxation. This presentation will provide an overview of cryptocurrency and NFTs and the statutes that govern their management and disposition, including privacy and access concerns.

9:30 Fundamental but Fun Approaches to Interesting and Irritating Income Tax Pitfalls in Estate Planning
Turney Berry


Organizing an estate plan so assets can arrive at their intended destination without being confiscated by either transfer taxes or income taxes can be quite the chore. We will discuss some income tax ideas that estate planners should consider for retaining, obtaining, and sustaining income tax basis, and other ideas designed to prevent income tax encroachment on successful transfer tax planning strategies. The session will include some “can you do that?” questions, and some ideas that might become necessary to continue successful estate planning if the 2021 anti-grantor trust planning legislative proposals resurface.

10:30 Break
10:45 Hope for the Best but Plan for the Worst:  What Estate Planners Should Know About Creditors’ Rights and Asset Protection
Tom Yates, Rich Maxwell, Brooke Tansill


Asset protection planning is a core aspect of the trusts and estates practice.  Often, as trusts and estates lawyers, we make assumptions about the impact of asset protection strategies in the real world of creditors’ rights.  This presentation will offer the viewpoint of a creditors’ rights lawyer on asset protection techniques commonly utilized by trusts and estates lawyers.  Further, we will analyze asset protection strategies with a focus on the utility and design of third-party trusts to protect family wealth.

11:45 Break
12:00 Surprise! Redefining Family in the Wild West of DNA Test Kits and Assisted Reproductive Technology
Sarah M. Johnson


This session will discuss the impact of DNA test kit surprises and assisted reproductive technology on estate planning, including (1) inheritance rights of newly discovered heirs, posthumously conceived children, and children born of donated sperm, eggs, or embryos; (2) stored reproductive material as client property; and (3) the changing definitions of family. We will also look at how tried and true rules of document construction and modification can affect a plan gone awry by an unexpected twist in the family tree.

1:00 Adjourn
6:00 Cocktail Party—Sponsored by Truist Wealth


Sunday, May 1

8:30 Please Tech Responsibly—Ethics
Alvi Aggarwal


This session will explore Rule 1.1’s competence requirement and Rule 1.6’s duty of confidentiality as they relate to the use of technology in the trusts, estates, and tax practice, with the aim of clarifying what the professionally responsible use of technology requires of practitioners. The presentation will discuss the following more specific topics, among others: what we need to know about the benefits and risks associated with relevant technology; what reasonable efforts to protect confidential information stored and transmitted electronically are; and how outside vendors and others fit into compliance efforts. The presentation also will address the extent to which our ethical obligations as tax preparers overlap with the Rules of Professional Conduct.

9:30 Break
9:45 Practicing Before the Commissioner of Accounts
James P. Cox, III, Mindy Hetzel


This lecture will address both typical and unusual administration issues that occur in the probate process overseen by the Commissioner of Accounts. Melinda Dickerson Hetzel, the Commissioner of Accounts for Loudoun County, and James P. Cox, III, editor of Estate and Trust Administration in Virginia (Virginia CLE®, 2019 ed.) and Harrison on Wills and Administration, will offer their perspectives on the best practices in administering a probate estate and anticipating and resolving administration issues.

11:00 Break
11:05 Hot Topics
Farhad Aghdami, Howard M. Zaritsky


This session will cover significant developments or topics of interest that may have arisen after the program and speakers are set for the coming year.

12:05 Q&A Panel
Farhad Aghdami, William I. Sanderson, Howard M. Zaritsky


In this session, several of our speakers will respond to your questions.

12:35 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

Alvi Aggarwal, Yates Campbell & Hoeg, LLP / Fairfax
Farhad Aghdami, Williams Mullen / Richmond
Turney Berry, Wyatt, Tarrant & Combs, LLP / Louisville, KY
James P. Cox, III, Michie Hamlett / Charlottesville
Mindy Hetzel, Loudoun County Commissioner of Accounts / Leesburg
Sarah M. Johnson, Birchstone Moore, LLC / Washington, DC
Chris J.C. Jones, Moore & Van Allen / Charlotte, NC
Richard C. Maxwell, Woods Rogers PLC / Roanoke
J. Lee E. Osborne, Woods Rogers, PLC / Roanoke
Katherine E. Ramsey, Virginia Estate & Trust Law / Richmond
William I. Sanderson, McGuireWoods LLP / Washington, DC
Brooke Tansill, Frederick J. Tansill & Associates, LLC / McLean
Suzanne Brown Walsh, Murtha Cullina / Hartford, CT
Tom Yates, Yates Campbell & Hoeg, LLP / Fairfax
Howard M.  Zaritsky / Rapidan

MODERATOR

Frank A. Thomas, III, Frank A. Thomas, III PLC / Orange

Locations, Dates and Fees

LIVE REGISTRATION FEES (All registrants will receive access to a complete set of downloadable e-book seminar materials.) (Reception and continental breakfasts included)

$479 registration fee (without printed materials).
$529 registration fee plus printed materials.


LIVE LOCATION AND DATES

HOT SPRINGS / Friday, April 29 – Sunday, May 1
The Omni Homestead Resort (Venue Website / Google Map)
7696 Sam Snead Highway
Hot Springs, VA 24445
800-838-1766

 

WEBCAST/TELEPHONE REGISTRATION FEES (All registrants will receive access to a complete set of downloadable e-book seminar materials. No printed materials will be available.)

Webcast: $429 regular registration.
Telephone: $449 regular registration.


THE HOMESTEAD RESERVATION INFORMATION

A room block has been reserved at The Omni Homestead Resort. Reservations can be made until Thursday, March 31, 2022, or until the block is filled through the following link:

https://www.omnihotels.com/hotels/homestead-virginia/meetings/group-landing-page-04262022

All reservations must be made directly with The Homestead.


Virginia CLE® will provide live-on-site attendees a 50% discount off any single Virginia CLE® publication purchased at the seminar site. Additionally, live-on-site attendees will receive a coupon code for 50% off any single publication of their choice, which will be shared with live-on-site attendees at the seminar and in an email the day after the program. The code will expire two weeks after the seminar date.


Lower Registration Fee and Greater Functionality with Downloadable E-Book Seminar Materials

ALL seminar registrants will receive access to a complete set of downloadable e-book seminar materials. E-book materials are searchable, easily accessible, and efficient to use.

When registering, please be sure to provide a legible, valid e-mail address to which Virginia CLE® can send a link to the e-book materials.

Registrants who elect a registration option that includes downloadable e-book seminar materials only and not the printed materials will receive, at the seminar, a short, printed seminar outline with space to take notes.

Printed Materials: For live-on-site registrants only, you still have the option of receiving a complete set of printed materials for a higher registration fee. Registrants who choose this option will receive printed materials at the program.


CANCELLATION POLICY 

Cancellation/transfer requests will be honored through 5:00 p.m. on the DAY BEFORE the seminar. Virginia CLE®’s policy is to charge $100 to cancel for the live-on-site program between April 13 and April 20.  There will be a $200 charge for cancellations after April 20.


If you have a disability that requires special accommodation, please contact Virginia CLE® well in advance of the program date.

Private recording of this program is prohibited.

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