This registration form is for Monday, October 28, 9:00 a.m.–4:30 p.m. ET
This program is also available on:
Thursday, October 24, 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) |
| GAL for Incapacitated Persons CE Credit: | 6.0 (GAL Information) |
| Designation Credit: | 6.0 Trusts and Estates, 1.0 Ethics |
Live on Site:
Webcast: (10/28/2024 date only)
Telephone: (10/28/2024 date only)
Cosponsored with the Trusts and Estates Section of the Virginia State Bar
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. The written materials are simply invaluable: “Priceless.” They will serve as great reference tools for many, many years in your office.
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.
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 |
Live on Site: | Online registration ends at 11:59 p.m. the day preceding 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.
Dietary Restrictions: If you have dietary restrictions and are attending the seminar in person, please email deanna.mcglothlin@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 online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program’s seminar materials are made available for sale.
| 8:30 | Registration |
| 9:00 | The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments 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 The latest on new Virginia legislation and case law. |
| 11:05 | Break |
| 11:15 | Marital Deduction Pitfalls and Avenues for Course Correction Marital Deduction and QTIP trusts can be an invaluable tool for trusts and estates attorneys if used properly. Failure to comply with the rigid requirements of qualifying for the marital deduction can have millions of dollars of tax consequences. Attorneys from Schooley Law Firm, PC will address some of the common pitfalls of marital deduction and QTIP planning, how to avoid them, and how to correct mistakes. Topics of discussion include:
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| 12:15 | Lunch (provided at live-on-site seminar) |
| 1:00 | Updates and Implications of the SECURE Act The Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) dramatically changed the rules applicable to retirement plans—delaying and raising the required minimum distribution (“RMD”), seriously limiting the stretch distributions of inherited IRAs and in many cases replacing it with a 10-year payout period and creating a special category of beneficiaries called Eligible Designated Beneficiaries (“EDB”). The SECURE Act is certainly the most important retirement legislation since the Pension Protection Act in 2006. As some provisions were unclear, the SECURE Act 2.0 was enacted at the end of 2022 and the IRS has issued 3 notices, 2022-53, 2023-54, and 2024-35, that provide RMD relief for some beneficiaries. Additional final regulations will become effective in 2025. |
| 2:00 | Break |
| 2:15 | Ethics Issues in Trust and Estate Planning and Administration This session will explore various ethics issues practitioners may encounter in the areas of Trust and Estate Planning and Administration. Common fact patterns and issues will be surveyed and discussed, with a focus on analyzing the relevant ethical rules and providing practical suggestions as to how and if practitioners may assist clients within the bounds of our professional rules. |
| 3:15 | Break |
| 3:25 | Trusts and Estates Practice in the Modern Era: What Is Keeping Us Awake at Night? Back by popular demand: A moderated panel featuring several leading Virginia trusts and estates experts focusing on pressing issues facing lawyers in trusts and estates practice. |
| 4:30 | Adjourn |
Sydney Albrecht, Schooley Law Firm, PC / Richmond
Sarah E. Brownlow, Virginia Estate & Trust Law, PLC / Richmond
Calvin H. Cobb, III, Reed Smith / McLean
Aejaz A. Dar, Yates Campbell LLP / Fairfax
Ryan I. Glaser, Schooley Law Firm, PC / Richmond
Jennifer Lucey, Lucey Law, PLLC / Washington, DC
Yahne Miorini, Miorini Law PLLC / Vienna
William I. Sanderson, McGuireWoods LLP / Washington, DC
Jennifer Lee Schooley, Schooley Law Firm, PC / Richmond
Kevin L. Stemple, Yates Campbell LLP / Fairfax
Brooke C. Tansill, Frederick J. Tansill & Associates LLC / McLean
Kevin L. Stemple, Yates Campbell LLP / Fairfax
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