Thursday, October 13, 2022
8:00 AM - 8:45 AM
Check-in/Conference Opening
 
 
 
8:45 AM - 9:45 AM
Charitable Gifts, Legacies, Public vs Private Foundations, Donor Advised funds, 501c3 for Client Advice
 
Jaye Calhoun Edmund Giering
 
9:55 AM - 10:55 AM
Back to School: The Basics of Income Tax for Estates and Trusts
 
Rebecca Radford

This CLE will address the basics you need to know regarding income tax for estates and trusts if you practice in the estate planning and succession areas. In addition, the CLE will provide tips for drafting Wills and Trusts with income tax consequences in mind as well as tips for succession administration and trust administration.

11:05 AM - 12:05 PM
Capacity/Powers of Attorney with Forms - Revocation & Review, Tax
 
Jacob White
 
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

Rebecca Hinton will be speaking on administrative and judicial developments in the areas of Federal gift and estate taxation, and charitable giving. The presentation will discuss regulatory and statutory developments in the past year, as well as provide an overview of federal tax decisions that address estate and gift valuation matters, the inclusion of assets within taxable estates, valuation discounts available when gifting, charitable gifting developments, and other matters relevant to estate planners.

2:25 PM - 3:25 PM
Conflicts of Law in Community Property for Your Migrant Clients
Name
Ronald Scalise
 
3:35 PM - 4:35 PM
Ethics
 
Joseph Wilson
 
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

This presentation will cover the unique planning opportunities and obstacles when faced with a married couple, one of whom is not a U.S. citizen.  We will explore the historical aspects of the marital deduction for federal estate tax purposes and how it has evolved to its current form and how it impacts planning with Non-Citizen spouse. Special emphasis will be placed on the Qualified Domestic Trust and its requirements.

9:55 AM - 10:55 AM
How to: Accountings for Successions, Trusts, Usufructs
 
Riley Huntington David Koch
 
11:05 AM - 12:05 PM
Different Types of Grantor Trusts
 
Justin Mannino Ashley Meredith
 
12:05 PM - 1:00 PM
Lunch (provided)
 
 
 
1:00 PM - 2:15 PM
Recent Developments in Successions & Donations
 
Elizabeth Carter
 
2:25 PM - 3:25 PM
Planning for Modern Couples/Families
 
Linda Melancon Betty Raglin
 
3:35 PM - 4:35 PM
Professionalism
 
R. Niswanger