42nd Annual Trusts and Estates Seminar 2023

MCLE Credits: 6.0
Ethics Credits Included: 1.0

Thursday, October 26, 9:00 a.m.–4:30 p.m. ET Live Webcast Live Telephone Live on Site in Williamsburg / Doubletree by Hilton Williamsburg 50 Kingsmill Road Williamsburg, VA 23185
Monday, October 30, 9:00 a.m.–4:30 p.m. ET Live on Site in Fairfax / Fairfax Marriott at Fair Oaks 11787 Lee Jackson Memorial Highway Fairfax, VA 22033
MCLE Credit:	6.0 (Ethics: 1.0)
Live-Interactive Credit:	6.0 (all dates, all formats)
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 seminar materials only. Printed materials will NOT be available.)

Information
Schedule
Faculty
Locations, Dates and Fees

Information

Why Attend?

Receive important updates on federal and Virginia tax developments, cases, and legislation
Examine top 5 pressing issues for estate planners
Get tips on binding parties in trusts and estates matters
Review advance medical directives
In an interactive session, explore ethics issues that lawyers face in the trusts and estates field

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

One day, six essential 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. Michael Barker provides updates on important developments in Virginia and federal tax 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 26, 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 30, this program will be presented live on site in Fairfax only, with no virtual attendance options.

This seminar is supported by:

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.

Discounts available for Virginia CLE webcast-telephone-live seminars

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.

Dietary Restrictions: If you have dietary restrictions and are attending the seminar in person, please email kwood@vacle.org.

Inclement Weather Policy and Updates.

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 26 and October 30) (Eastern Time)

8:30	Registration
9:00	The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments Michael H. Barker 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 Thomas D. Yates, Sarah E. Brownlow, Alvi Aggarwal The latest on new Virginia legislation and case law.
11:05	Break
11:15	Understanding and Planning with Advance Medical Directives Carter R. Brothers, Nathan A. Kottkamp This discussion will address the practical issues in drafting and then carrying out your client’s wishes regarding health care and end-of-life decisions.
12:15	Lunch (provided at live-on-site programs)
1:00	Binding Parties in Trusts and Estates Matters Susanna Brailsford Jones This session will review the different requirements and options for binding parties in trust and estate matters. The scope includes a discussion of circumstances in which both judicial and non-judicial options may be appropriate.
2:00	Break
2:15	5 Pressing Issues for Trusts and Estates Practitioners Moderator: Kevin L. Stemple Fairfax: William I. Sanderson, Thomas D. Yates Williamsburg: Alvi Aggarwal, TBD A moderated panel featuring several leading Virginia trusts and estates experts focusing on five pressing issues facing lawyers in trusts and estates practice. Topics the panel will analyze include modern technology in estate planning as well as planning considering potential changes to federal estate tax exemptions.
3:15	Break
3:25	Ethics of Unraveling Irrevocable Trusts Michael O. Manning Unforeseen changes in circumstances and tax laws (and sometimes a desire to have money sooner rather than later) can motivate one or more parties involved with irrevocable trusts, including grantors, trustees, and beneficiaries, to seek legal advice on unravelling an irrevocable trust. This presentation will examine the principal ethics rules that attorneys advising grantors, trustees, and/or beneficiaries on unravelling an irrevocable trust (including whether to unravel and unravelling if warranted) under the Virginia Uniform Trust Code need to consider before and during the representation.
4:25	Closing Remarks
4:30	Adjourn

Sign-in for live seminar attendees in Williamsburg on October 26 and Fairfax on October 30 begins at 8:30 a.m.
Q&A will be handled via chat room for Webcast attendees on October 26.
Q&A will be handled via e-mail for telephone seminar attendees on October 26.

Faculty

FACULTY

Alvi Aggarwal, Yates Campbell LLP / Fairfax
Michael H. Barker, McGuireWoods, LLP / Richmond
Carter R. Brothers, Spilman Thomas & Battle, PLLC / Roanoke
Sarah E. Brownlow, Virginia Estate & Trust, PLC / Richmond
Susanna Brailsford Jones, Florance Gordon Brown / Richmond
Nathan A. Kottkamp, Williams Mullen / Richmond
Michael O. Manning, Manning Murray Barnett & Baxter PC / Arlington
William I. Sanderson, McGuireWoods LLP / Washington, DC
Thomas D. Yates, Yates Campbell LLP / Fairfax

MODERATOR

Kevin L. Stemple, Yates Campbell LLP / Fairfax

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 26
Doubletree by Hilton Williamsburg (Venue Website / Google Map)
50 Kingsmill Road (757) 220-2500

FAIRFAX / Monday, October 30
Fairfax Marriott at Fair Oaks (Venue Website / Google Map)
11787 Lee Jackson Memorial Highway
(703) 352-2525

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.

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^®.

Dietary Restrictions: If you have dietary restrictions and are attending the seminar in person, please email kwood@vacle.org.

Inclement Weather Policy and Updates.

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.