Individual sessions also available.
| MCLE Credit: | 12.0 (Ethics: 2.0) |
| Live-Interactive Credit: | 0.0 |
| Designation Credit: | 12.0 Trusts and Estates Practice, 2.0 Ethics (Designations Information) |
| GAL for Incapacitated Persons CE Credit: | 6.0 (GAL Information) |
| Price: | $459 (Includes a downloadable audio version.) |
| Viewable Through: | 01/31/2028 |
$459.00 (or 12 Bundle Credits)
A pre-recorded streaming VIDEO replay from the April 2025 live seminar, Conner-Zaritsky 46th Annual Advanced Estate Planning and Administration.
Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association, this program of national reach and sophisticated content, is Virginia’s premier event for experienced estate planning attorneys.
Topics covered:
Trust and Estate Scouting Report: Uncovering Tax and Fiduciary Trends to Better Plan and Prepare
William I. Sanderson
For at least the last two decades, the federal wealth transfer tax has been in a state of continued—sometimes gradual, sometimes fast-paced—evolution. This presentation reviews the landscape of federal legislation dealing with the estate and gift tax, and addresses trends in recent cases, regulatory guidance, and administrative updates that have an impact on estate planning and estate administration.
Virginia Developments in Estate Planning and Administration
Alvi Aggarwal
This session will review significant state law developments.
Wealth Transfer Planning in the Uncertainty of 2025 and Transferring Hard-to-Value Assets
Steve Akers
Wealth transfer planning in 2025 is obviously dependent on what Congress does with the exclusion amount. The legislative process and what can be anticipated will be addressed. Wealth transfer planning alternatives in light of the uncertainty are also covered, including the transfer of hard-to-value assets. Defined value transfer planning alternatives are explored.
Ethics in Joint Representation
Ellis Pretlow, Susanna Jones
This presentation highlights the issues that can arise in joint representation of married couples in estate planning and estate and trust administration. From marriage to divorce to SLATs, joint representation is fraught with ethical questions for attorneys, and this presentation dives into those questions, the rules governing them, and the sometimes ambiguous outcomes.
States of Decay: Changes to the Fiduciary Income Tax Landscape Following Kaestner
Carl King, Andrea Chomakos
The presenters review and analyze the history and recent trends concerning constitutional challenges to states’ authority to tax accumulated trust income under the Due Process and Commerce Clauses, including the 2019 U.S. Supreme Court decisions in Kaestner and Fielding (denied cert.) The presentation also explores the responsibility of fiduciaries when assessing state income tax matters, efforts to draft legislation to address constitutional deficiencies, and practical approaches taken by clients to assert reasonable reporting or refund claims in various states.
Ethical Issues and Privilege Considerations When Working with Advisors
Meghan Hubbard, Brandon Ross, David Kamer
Rule 1.6 of the Virginia Rules of Professional Conduct generally requires that lawyers not reveal information protected by the attorney-client privilege or other information gained in the professional relationship that the client requested be held inviolate or the disclosure of which would be embarrassing or detrimental to the client. This panel addresses how the rule applies when working with non-lawyer professional advisors, as well as protection of the privilege and of attorney and advisor work product.
DeMallie Award Winner—Estate Planning for the Middle Rich
Raj Malviya, Turney Berry
Planning for clients who are too rich to keep everything but too poor to transfer everything is a great estate planning challenge. Inspiring and encouraging those clients to get started and keep going is the key to a successful estate planning experience for them and a wonderful client relationship for us. And, of course, these clients don’t just need estate planning, they need everything else, too—charitable planning, asset protection, retirement planning, preserving the family farm and vacation cabin, and so on. This presentation discusses intelligent, implementable, and interesting ideas for the middle-rich (even if we can’t quite define who they are).
Working Together with the Commissioners of Accounts
Mark Shepard, Anne Heishman, Alison Zizzo
This session is designed for estate professionals who serve as fiduciaries and who advise clients to act in fiduciary roles. This comprehensive presentation explores commissioner hearings, the roles, duties, and authority of the Commissioner of Accounts, and the challenges in determining heirs in estate administration. Gain practical insights, learn best practices, and navigate common issues with confidence.
Planning with Retirement Accounts Under the Final (and New Proposed) Required Minimum Distribution Regulations
Timothy H. Guare, Jennifer E. Shirkey
The SECURE Act and follow-on SECURE 2.0 Act simplified some aspects of planning for retirement accounts and complicated others. Final and proposed regulations released by the IRS in July 2024 to implement these laws’ overhaul of required minimum distributions included helpful guidance and a few surprises. This presentation addresses what has changed, what has stayed the same, and how you, as a planner, can apply the updated rules to the common situations that your clients face.
Hot Topics
Farhad Aghdami, Howard Zaritsky
This session covers significant developments or topics of interest that may have arisen after the program and speakers are set for the coming year.
Q&A Panel
Farhad Aghdami, William I. Sanderson, Howard Zaritsky
In this session, several of our speakers respond to questions presented by attendees.
Alvi Aggarwal, Yates Campbell & Hoeg, LLP / Fairfax
Farhad Aghdami, Williams Mullen / Richmond
Stephen R. Akers, Bessemer Trust / Dallas, TX
Turney Berry, Wyatt, Tarrant & Combs, LLP / Louisville, KY
Andrea C. Chomakos, Bank OZK / Charlotte, NC
Timothy H. Guare, Timothy H. Guare, PLC / Richmond
Anne M. Heishman, Commissioner of Accounts of Fairfax County / Fairfax
Meghan Gehr Hubbard, McGuireWoods LLP / Richmond
Susanna B. Jones, Florance Gordon and Brown / Richmond
David Kamer, Kaufman & Canoles, PC / Norfolk
Carl L. King, Womble Bond Dickinson, LLP / Charlotte, NC
Raj A. Malviya, Miller Johnston / Grand Rapids, MI
Ellis H. Pretlow, Bessemer Trust / Norfolk
Brandon A.S. Ross, J.P. Morgan Private Bank / Washington, DC
William I. Sanderson, McGuireWoods LLP / Washington, DC
Mark S. Shepard, Commissioner of Accounts of Henrico County / Henrico
Jennifer E. Shirkey, Flora Pettit PC / Harrisonburg
Howard M. Zaritsky / Rapidan
Alison R. Zizzo, Midgett Preti Olansen / Virginia Beach
Frank A. Thomas, III, Frank A. Thomas, III PLC / Orange
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