Thursday, November 18, 2021
Settling Difficult Successions
Miriam Henry Allen Miller
Practical Drafting Under the Trust Code; 2020 Revision Considerations
Leon Rittenberg
Estate Planning for Retirement Benefits
Rebecca Radford

Estate Planning for Retirement Benefits 

with forms Designation Trusts, Trust Beneficiaries IRA, Secure Act, Forms, CRTs

Ancillary Successions
Recent Developments in Successions & Donations
Elizabeth Carter
Check-in/Conference Opening
9:55 AM - 10:55 AM
Angela White-Bazile
Friday, November 19, 2021
Check-in/Conference Opening
Recent Developments in Tax
Rebecca Hinton
Managing Closely Held Companies, Transition Family Business/Corporations Committee Work
Testaments & Trusts Basics, QTIP, Survivorship, Martial Partition, Forced Heirship
How Far Reaching is Warne v. Commissioner, T. C. Memo. 2021-17
Laura Fine
Basic Gift & Estate Tax, Medium Size Estates
Jacob White