Thursday, October 13, 2022 - Friday, October 14, 2022

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

Register by Thursday, September 29, 2022 to receive the early registration discount price listed below.

Registration Fees:

Full Conference (12.5 hrs):

$415 ($465 after Sept 29)

Day 1 (Thursday) Only (6.25 hrs):

$250 ($300 after Sept 29)

Day 2 (Friday) Only (6.25 hrs): 

$250 ($300 after Sept 29)

Ethics & Professionalism (1 hr each):

$45 each

Credits:

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

 

 
Materials:
PDF delivered to your email inbox: FREE
 

Perfect-bound hard-copy available at check-in: $40 ( option available only to those paying by Thursday, September 29, 2022

Conference Sessions

Time Name Speakers
Thursday, October 13, 2022
8:00 AM - 8:45 AMCheck-in/Conference Opening
8:45 AM - 9:45 AMCharitable Gifts, Legacies, Public vs Private Foundations, Donor Advised funds, 501c3 for Client Advice
9:55 AM - 10:55 AMBack to School: The Basics of Income Tax for Estates and Trusts
11:05 AM - 12:05 PMCapacity/Powers of Attorney with Forms - Revocation & Review, Tax
12:05 PM - 1:00 PMLunch (provided)
1:00 PM - 2:15 PMRecent Developments in Taxation of Interest to Estate Planners
2:25 PM - 3:25 PMConflicts of Law in Community Property for Your Migrant Clients
3:35 PM - 4:35 PMEthics
Friday, October 14, 2022
8:15 AM - 8:45 AMCheck-in/Conference Opening (Clone)
8:45 AM - 9:45 AMEstate Planning with a Non-Citizen Spouse
9:55 AM - 10:55 AMHow to: Accountings for Successions, Trusts, Usufructs
11:05 AM - 12:05 PMDifferent Types of Grantor Trusts
12:05 PM - 1:00 PMLunch (provided)
1:00 PM - 2:15 PMRecent Developments in Successions & Donations
2:25 PM - 3:25 PMPlanning for Modern Couples/Families
3:35 PM - 4:35 PMProfessionalism

Conference 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. Book by September 23, 2022.

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, September 29, 2022.

Cancellation Policy

Cancellation requests must be received in our office in writing no later than Thursday, September 29, 2022 to receive a refund less a $50 cancellation fee. Requests may be emailed to lsucle@lsu.edu.

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, September 29, 2022.

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

Questions?

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

Thank you to our Sponsors:

Visit the Sponsors page or click below for more information