41st Annual Trusts and Estates Seminar 2022

MCLE Credits: 6.0
Ethics Credits Included: 1.0

Thursday, October 27, 9:00 a.m. - 4:30 p.m. ET
Learn more about Virginia CLE webcast format
Learn more about Virginia CLE telephone format
Monday, October 31, 9:00 a.m. - 4:30 p.m. ET
MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 6.0 (all dates, all formats) Live Interactive MCLE Credit Symbol
Designation Credit: 6.0 Trusts and Estates, 1.0 Ethics
(Designations Information)
GAL for Incapacitated
Persons CE Credit
:
6.0 (GAL Information
Registration Fees:

Live on Site:
$299 regular registration
$279 discounted registration for VSB Trusts and Estates
Section members
$319 on-site registration (if space is available)

Webcast:
$299 regular registration
$279 discounted registration for VSB Trusts and Estates
Section members

Telephone:
$319 regular registration
$299 discounted registration for VSB Trusts and Estates
Section members

(Downloadable e-book seminar materials only. Printed materials will NOT be available.)

Information

Why Attend?

  • Receive important updates on federal and Virginia tax developments, cases, and legislation
  • Examine estate planning changes with the rising interest rates
  • Get tips on trending digital assets
  • Review the law governing Pooled Special Needs Trusts—their benefits and complexities
  • Explore ethics issues that lawyers face in the trusts and estates field
  • Option to attend the October 27 program virtually via live-interactive webcast or telephone: Enjoy this popular annual program from the convenience of your home or office, and still be able to ask questions of the speakers

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

Supported by TCV Trust & Wealth Management, Commonwealth Community Trust, and Nottingham Life Settlements


One day, six fantastic topics.

You need practical, real-world information on planning, drafting documents, and administering estates, something you can put to use every day. This year’s conference features topics that are extremely important for your estate planning practice.

You also want to keep up with the latest case law and statutory changes. Bill Sanderson provides updates on important developments in Virginia and federal law.

The downloadable e-book seminar materials are simply invaluable: “Priceless.” They will serve as a great reference tool for many, many years in your office.

Options for Attending the Seminar:

On Thursday, October 27, this program will be presented live on site in Williamsburg, where people may attend in person, as well as virtually via live-interactive webcast and telephone.

On Monday, October 31, this program will be presented live on site in Fairfax only, with no virtual attendance options.


COVID-19 POLICY FOR LIVE-ON-SITE ATTENDANCE

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 policyPlease 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)

 

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
Live on Site: Online registration ends at 11:59 p.m. the day preceding the seminar
Walk-in registration is permitted on a space-available basis

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 on demand 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 (October 27 and October 31) (Eastern Time)

8:30 Registration
9:00 The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments
Michael H. Barker (Williamsburg), Bill Sanderson (Fairfax)


This outline covers all 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.

10:00 Break
10:05 Virginia Developments in Estate Planning and Administration
Tom Yates, Alvi Aggarwal
           
The latest on new Virginia legislation and case law.
11:05 Break
11:15 Pooled Special Needs Trust: An Important Estate Planning Tool to Preserve Assets and Protect Public Benefits
Joanne Marcus (both locations), Jennifer A. Crane (Fairfax), Shannon Laymon-Pecoraro (Williamsburg)


If your client has special needs, or has a loved one with special needs, traditional estate planning goals may not be sufficient. The complexity of care often required by a person with special needs creates unique planning challenges. Legally based planning tools must be properly applied to safeguard the person’s eligibility for public benefits and to supplement those benefits to improve his/her quality of life. A pooled special needs trust (PSNT) is an effective option for individuals or families considering a special needs trust.  This presentation will discuss the law governing PSNTs, its benefits and complexities.

12:15 Lunch (provided at live-on-site programs only)
1:00 Estate Planning for Changes in Retirement Plans and a Rising Interest Rate
Ellis H. Pretlow (Fairfax), Christopher McLean (Fairfax), John Peterson (Williamsburg), Alex Powell (Williamsburg)


This presentation will cover two separate but equally relevant topics in estate planning today. Recent changes that accelerate post-death minimum distributions from IRAs have effectively killed the “stretch IRA.” All estate plans and beneficiary designations for clients with substantial retirement plan assets should be reviewed and possibly modified, especially for clients intending to name a trust beneficiary. The first part of this presentation will provide a review of the new rules and key concepts for the non-specialist practitioner. The second part of the presentation will discuss the most advantageous estate planning techniques for a high-interest-rate environment and those techniques to avoid as interest rates climb higher.

2:00 Break
2:15 Ethical Issues Facing Trusts and Estate Lawyers
Stephen W. Murphy
           
This interactive session will use hypotheticals to explore ethics issues likely to face lawyers involved in trust and estate planning and administration.  Among other things, the session will focus on:  defining the "clients" in multigenerational family and joint representation settings; conflicts during trust and estate planning, between clients' interests (including assisting one client in disinheriting another client), and between clients and their lawyers (including dealing with impaired clients); unauthorized practice of law and multijurisdictional practice issues involved in trust and estate planning; privilege issues (including the impact of family members' and agents' participation in privileged communications); lawyers' liability to non-clients for negligent estate planning; conflicts arising during the administration process (including properly characterizing the "client" when representing an executor or trustee); privilege ownership after a decedent's death.
3:15 Break
3:25 Estate Planning and Administration Considerations for Digital Assets and Cryptocurrency
Jennifer Lucey, Raffi Teperdjian
           
This CLE will provide an overview of the technology behind trending digital assets, including cryptocurrencies and non-fungible tokens, so practitioners can better understand how to advise their clients in planning for and administering these types of assets. The presentation will then move on to discuss the private and public regimes governing these assets, as well as estate planning and administration considerations when planning for and administering digital assets, focusing on cryptocurrencies and non-fungible tokens.
4:25 Closing Remarks
4:30 Adjourn
  • Sign-in for live seminar attendees in Williamsburg on October 27 or Fairfax on October 31 begins at 8:30 a.m.
  • Q&A will be handled via chat room for Webcast attendees on October 27.
  • Q&A will be handled via e-mail for telephone seminar attendees on October 27.

Faculty

FACULTY

Alvi Aggarwal, Yates Campbell & Hoeg LLP / Fairfax
Michael H. Barker, McGuireWoods LLP / Richmond
Jennifer A. Crane, McCandlish Lillard / Fairfax
Shannon Laymon-Pecoraro, Hook Law Center, PC / Virginia Beach
Jennifer Lucey, Lucey Law, PLLC / Washington, DC
Joanne Marcus, Commonwealth Community Trust / Richmond
Christopher L. McLean, Kaufman & Canoles, PC / Norfolk
Stephen W. Murphy, McGuireWoods / Charlottesville
John M. Peterson, Kaufman & Canoles, PC / Norfolk
Alexander W. Powell, Jr., Kaufman & Canoles, PC / Williamsburg
Ellis H. Pretlow, Kaufman & Canoles, PC / Norfolk
William I. Sanderson, McGuireWoods LLP / Washington, DC
Raffi Teperdjian, Protocol Labs / Falls Church
Thomas D. Yates, Yates Campbell & Hoeg LLP / Fairfax

MODERATORS

Williamsburg: Peter Holstead Davies, Davies & Davies / Lynchburg

Fairfax: Brooke C. Tansill, Frederick J. Tansill & Associates, LLC / McLean

Faculty Chosen Entirely by Representatives of the Trusts and Estates Section of the Virginia State Bar.

Locations, Dates and Fees

LIVE REGISTRATION FEES (All registrants will receive access to a complete set of downloadable e-book seminar materials. Printed materials will NOT be available.) (Continental breakfast and lunch included.)

$299 regular registration fee
$279 discounted registration for VSB Trusts and Estates Section members
$319 on-site registration (if space is available)


WEBCAST/TELEPHONE REGISTRATION FEES

WEBCAST FEES:
$299 regular registration
$279 discounted registration for VSB Trusts and Estates Section members

TELEPHONE FEES:
$319 regular registration
$299 discounted registration for VSB Trusts and Estates Section members


LIVE LOCATIONS AND DATES

WILLIAMSBURG / Thursday, October 27
Doubletree by Hilton Williamsburg (Venue Website / Google Map)
50 Kingsmill Road  (757) 220-2500

DOUBLETREE BY HILTON HOTEL WILLIAMSBURG RESERVATION INFORMATION

A room block has been reserved at The DoubleTree by Hilton Hotel Williamsburg.  Reservations can be made until Tuesday, September 27, 2022, or until the block is filled through the following link:

DoubleTree by Hilton Williamsburg

All reservations must be made directly with The DoubleTree.

 

FAIRFAX / Monday, October 31
Hilton Fairfax (Venue Website / Google Map)
12777 Fair Lakes Circle
(703) 653-6025

HILTON FAIRFAX RESERVATION INFORMATION

A room block has been reserved at The Hilton Fairfax. Reservations can be made until Friday, September 28, 2022, or until the block is filled by calling the hotel and using the following Group Code:

GROUP CODE: VCLE31

All reservations must be made directly with The Hilton Fairfax.


A special 15% discount and free shipping on Virginia CLE®–published books will be available for purchases made at the seminar site.


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. No printed materials will be available.

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.


Cancellation/transfer requests will be honored through 5:00 p.m. of the DAY BEFORE the seminar.  You will, however, be charged $90 for the materials if you cancel your registration for the seminar, or transfer registration to a different seminar, after the link to the materials has been e-mailed by Virginia CLE®.

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.

Register
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