This comprehensive, stand-alone publication is direct from an October 2019 seminar that was cosponsored with the Virginia State Bar Trusts and Estates Section.
The seminar covered important updates on Federal and Virginia tax developments, cases, and legislation, with an in-depth look at:
- Estate Planning Practices and Trust Administration Practices That Limit Exposure in the Event of Divorce
- Fiduciary Income Tax: From Death to Trust Termination
- Tips to Avoid Becoming the Subject of Fiduciary Litigation
- Ethics: How the Practitioner Can Ethically Navigate the Perfect Storm Involving the Elderly Client and the Dysfunctional Family
The Year in Review: An Estate Planner’s Perspective on Recent Tax Developments
Author/Presenter: Howard M. Zaritsky
Other Presenters: Carter Brothers, Neil L. Rose
Virginia Developments in Estate Planning and Administration
Presenters: Alvi Aggarwal, Tom Yates
Keeping Out of the Fray: Estate Planning Practices and Trust Administration
Practices that Limit Exposure in the Event of Divorce
Presenters: Edward D. Barnes, Sarah W. Bell, Katherine W. Hennigs,
Melanie E. Peters, Jennifer Lee Schooley
Fiduciary Income Tax Issues: From Death to Trust Termination
Author/Presenter: Ellis H. Pretlow
Tips to Avoid Becoming the Subject of Fiduciary Litigation
Presenters: Kevin G. Bender, Abbey L. Farnsworth, Kristen F. Hager, Meghan G. Hubbard,
Scott W. Masselli, Stephen W. Murphy
How the Practitioner can Ethically Navigate the Perfect Storm Involving the Elderly
Client and the Dysfunctional Family
Author/Presenter: Aejaz A. Dar, Paul H. Melnick
