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
Name
 
Recent Developments in Successions & Donations
 
Elizabeth Carter
 
Check-in/Conference Opening
 
 
 
9:55 AM - 10:55 AM
Professionalism
 
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
 
 
Ethics
 
 
How Far Reaching is Warne v. Commissioner, T. C. Memo. 2021-17
 
Laura Fine
 
Basic Gift & Estate Tax, Medium Size Estates
 
Jacob White