[2022] The 52nd Annual Estate Planning Conference

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

Time	Name	Speakers
Thursday, October 13, 2022
8:00 AM - 8:45 AM	Check-in/Conference Opening
8:45 AM - 9:45 AM	What You Need to Know About Public Charities, Private Foundations and Donor Advised Funds	Jaye Calhoun - Kean Miller, LLP Edmund Giering - Baton Rouge Area Foundation
9:55 AM - 10:55 AM	Back to School: The Basics of Income Tax for Estates and Trusts	Rebecca Radford - Wiener, Weiss & Madison, APC
11:05 AM - 12:05 PM	Planning for Incapacity: Powers of Attorney, Interdiction, Revocable Trusts, and Related Issues	Jacob White - Ayres, Shelton, Williams, Benson & Paine, LLC
12:05 PM - 1:00 PM	Lunch (provided)
1:00 PM - 2:15 PM	Recent Developments in Taxation of Interest to Estate Planners	Rebecca Hinton - Taylor, Porter, Brooks & Phillips, LLP
2:25 PM - 3:25 PM	Migrating Couples: Community Property on the Move	Ronald Scalise - Tulane Law School
3:35 PM - 4:35 PM	In Good Times and in Bad: The Art and Ethics of Representing Fiduciaries and Families, Avoiding Conflict, While Embracing War	Joseph Wilson - Liskow & Lewis
Friday, October 14, 2022
8:15 AM - 8:45 AM	Check-in/Conference Opening (Clone)
8:45 AM - 9:45 AM	Estate Planning with a Non-Citizen Spouse	Leslie Halle - Gold, Weems, Bruser, Sues & Rundell
9:55 AM - 10:55 AM	How to: Accountings for Successions, Trusts, and Usufructs	Riley Huntington - Koch St. Martin, LLC David Koch - Koch St. Martin
11:05 AM - 12:05 PM	Selected Matters Relating to Grantor Trusts	Justin Mannino - Taylor, Porter, Brooks & Phillips, LLP Ashley Meredith - Taylor, Porter, Brooks & Phillips, LLP
12:05 PM - 1:00 PM	Lunch (provided)
1:00 PM - 2:15 PM	Recent Developments in Successions, Donations, and Trusts	Elizabeth Carter - LSU Law Center
2:25 PM - 3:25 PM	Practical Pointers for All Flavors of Families	Linda Melancon - Legacy Estate and Elder Law of Louisiana, LLC Betty Raglin - Legacy Estate & Elder Law
3:35 PM - 4:35 PM	Professionalism	R. Niswanger - Niswanger Law LLC

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.