If you are a registered Virtual participant looking for the webinar link, conference materials, how to report your credit, and more, click on the Virtual Conference Tab above. If you are a registered In-Person participant, click the In-Person Conference Tab above. You will need to sign in with your LSU CLE email and password you set up at registration.

Thursday, November 18, 2021 - Friday, November 19, 2021

Click on the "Register" button above to register for the conference.

Register by Thursday, November 4, 2021 to receive the early registration discount price listed below.

Registration Fees:

Full Conference (12.5 hrs):

$415 ($465 after Nov 4)

Day 1 (Thursday) Only (6.25 hrs):

$250 ($300 after Nov 4)

Day 2 (Friday) Only (6.25 hrs): 

$250 ($300 after Nov 4)

Ethics & Professionalism (1 hr each):

$45 each


12.5 hrs CLE credits in LA, TX, and MS
12.5 hrs Estate Planning & Administration Specialization Credits and Tax Law Specialization Credits


PDF delivered to your email inbox: FREE

(In-Person) - Perfect-bound hard-copy available at check-in: $40

(Virtual) - Perfect-bound hard-copy mailed to you (includes shipping & handling): $50 

  • Book orders being shipped will not arrive before the conference.

Conference Sessions

Time Name Speakers
Thursday, November 18, 2021
8:00 AM - 8:45 AMCheck-in/Conference Opening
8:45 AM - 9:45 AMPost-SECURE Act Estate Planning for Retirement Benefits in Trust (with Forms)
9:55 AM - 10:55 AMLeaving a Lasting Legacy (Professionalism)
11:05 AM - 12:05 PMSettling Difficult Successions
1:00 PM - 2:15 PMRecent Developments in Taxation of Interest to Estate Planners
2:25 PM - 3:25 PMManaging the Transition of Closely-Held Companies
3:35 PM - 4:35 PMEstate Planning Strategies for Individuals with Moderate Wealth including Tax Considerations
Friday, November 19, 2021
 Check-in/Conference Opening
8:45 AM - 9:45 AMAncillary Successions
9:55 AM - 10:55 AMEthics
11:05 AM - 12:20 PMRecent Developments in Successions & Donations
1:15 PM - 2:15 PMPractical Drafting Under the Trust Code; 2020 Revision Considerations
2:25 PM - 3:25 PMHow Far Reaching is Warne v. Commissioner, T. C. Memo. 2021-17
3:35 PM - 4:35 PMTestamentary Planning in Louisiana: Tax & Non-Tax Considerations

Thank you to our Sponsors:

Visit the Sponsors page or click below for more information

Conference Location

This event is a hybrid event with options for Virtual or In-Person attendance.

  • You must select either Virtual or In-Person.  You cannot do both.
  • Selection cannot be changed after Thursday, November 4, 2021

Virtual Location:

The virtual conference will be accessed through the Virtual Conference Hub by clicking on the tab above.  You will need to sign in with your email and password that was set up when registering. 

In-Person Location:

Renaissance Baton Rouge Hotel
7000 Bluebonnet Blvd
Baton Rouge, LA 70810
United States

Overnight Accommodations

To reserve a room at The Renaissance Baton Rouge Hotel, click below or call 866-469-5448 and mention "LSU Estate Planning Conference." Book by November 5th.

Book Hotel Room

General Information

Conference Materials

PDF materials will be emailed to you and available for download approximately one week before the conference.  You may also opt to pay for a bound, hard copy of the materials during registration which will be available for pick-up at check-in. Because neither internet access nor electrical outlets are guaranteed, we suggest that you either print or save the PDF materials to your mobile device, and fully charge your batteries before the conference.

Walk-in registrations will receive instructions to download the PDF materials and will not have an option to purchase hard-copy materials at the conference. Please be prepared with a mobile device and data plan in case there is no Wi-Fi at the venue.

You may not make changes to your materials selection after Thursday, November 4, 2021.

Cancellation Policy

Cancellation requests must be received in our office in writing no later than Thursday, November 4, 2021 to receive a refund less a $50 cancellation fee. Requests may be emailed to lsucle@lsu.edu.

Coronavirus Protocol

LSU CLE will continue to monitor ongoing health concerns around travel and group events and may modify event dates and delivery methods accordingly. LSU CLE takes the health and safety of its conference attendees, speakers, and staff very seriously and acts to protect them based on the best information available to us at the time. We will act in accordance with all state and local mandates, as well as venue restrictions, and directives from LSU Emergency Operations Center.

Additional Information

Special accommodations for accessibility or dietary restrictions/allergies 
Indicate your accommodations request during registration or email lsucle@lsu.edu with your requests or questions. Please submit such requests by
Thursday, November 4, 2021.

Video and audio recording are prohibited. Selected portions of this conference will be rebroadcast or available on-demand after the conference.


Visit our FAQ page
Call us 225.578.5837

LSU CLE is committed to ensuring that our sites are accessible to people with disabilities. In the event a user experiences a barrier due to a disability, please contact us:

225-578-5837 or lsucle@lsu.edu