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


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


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 AMWhat You Need to Know About Public Charities, Private Foundations and Donor Advised Funds
9:55 AM - 10:55 AMBack to School: The Basics of Income Tax for Estates and Trusts
11:05 AM - 12:05 PMPlanning for Incapacity: Powers of Attorney, Interdiction, Revocable Trusts, and Related Issues
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 PMMigrating Couples: Community Property on the Move
3:35 PM - 4:35 PMIn Good Times and in Bad: The Art and Ethics of Representing Fiduciaries and Families, Avoiding Conflict, While Embracing War
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, and Usufructs
11:05 AM - 12:05 PMSelected Matters Relating to Grantor Trusts
12:05 PM - 1:00 PMLunch (provided)
1:00 PM - 2:15 PMRecent Developments in Successions, Donations, and Trusts
2:25 PM - 3:25 PMPractical Pointers for All Flavors of 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

Additional Information

Special accommodations for accessibility or dietary restrictions/allergies 
Indicate your accommodations request during registration or email with your requests or questions. Please submit such requests by
Thursday, September 29, 2022.

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

Thank you to our Sponsors:

Visit the Sponsors page or click below for more information