| MCLE Credit: | 6.0 (Ethics: 1.0) |
| Live-Interactive Credit: | 0.0 |
| Designation Credit: | 6.0 Trusts and Estates Practice, 1.0 Ethics (Designations Information) |
| GAL for Incapacitated Persons CE Credit: |
6.0 (GAL Information) |
| Price: | $309 (Includes a downloadable audio version.) |
| Viewable Through: | 08/31/2027 |
$309.00 (or 6 Bundle Credits)
A pre-recorded streaming VIDEO replay from the October 2024 live seminar, 43rd Annual Trusts and Estates.
You need practical, real-world information on planning, drafting documents, and administering estates, something you can use every day. This year’s conference features topics extremely important for your estate planning practice. The written materials are simply invaluable: “Priceless.” They serve as a great reference tool for many, many years in your office.
Topics covered this year include:
The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments
William I. Sanderson
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.
Virginia Developments in Estate Planning and Administration
Sarah E. Brownlow
The latest on new Virginia legislation and case law.
Marital Deduction Pitfalls and Avenues for Course Correction
Jennifer Schooley, Ryan Glaser, Sydney Albrecht
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:
Updates and Implications of the SECURE Act
Yahne Miorini
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.
Ethics Issues in Trust and Estate Planning and Administration
Jennifer Lucey
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.
Trusts and Estates in the Modern Era
Jennifer Schooley, William L. Sanderson, Kevin L. Stemple
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.
Sydney Albrecht, Schooley Law Firm, PC / Richmond
Sarah E. Brownlow, Virginia Estate & Trust Law, PLC / Richmond
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
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