Thursday, October 17, 2024 - Friday, October 18, 2024

Board Certified Estate Planning & Administration Specialist? Register for the annual Estate Planning conference and receive a discount to attend the Estate Planning Fundamentals Series on the day before to get all 18.0 specialization credits for the year!

New to the practice or want to review the fundamentals ahead of this year's annual conference? Check out Estate Planning Fundamentals Series. Register for the annual conference first to receive a discount code via email.

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

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Registration Fees:

Full Conference (12.5 hrs):

$465 ($515 after Oct 3)

Day 1 (Thursday) Only (7.25 hrs):

$325 ($375 after Oct 3)

Day 2 (Friday) Only (5.25 hrs): 

$235 ($285 after Oct 3)

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 approximately one week before the program. There will be no option to purchase a book this year, so you may want to print the materials before departing for the conference.

Conference Sessions

Time Name Speakers
Thursday, October 17, 2024
8:00 AM - 8:30 AMCheck-in/Conference Opening
8:30 AM - 9:30 AMEthics in Action: Bite-Sized Tricks for Tackling Your Practice and Your Life
9:40 AM - 10:40 AMEstate Planning for the "Modest" Estate
10:40 AM - 11:40 AMProfessionalism in Fiduciary Controversy Matters
11:40 AM - 12:40 PMLunch (provided)
12:40 PM - 1:55 PMRecent Developments in Taxation of Interest to Estate Planners
2:05 PM - 3:05 PMPlanning for the Sunset
3:15 PM - 4:15 PMThe Corporate Transparency Act
4:15 PM - 5:15 PMSurviving the Spooky World of the IRS Form 706
Friday, October 18, 2024
8:00 AM - 8:30 AMCheck-in/Conference Opening
8:30 AM - 9:30 AMStrategies to Avoid Fiduciary Litigation
9:40 AM - 10:40 AMPets in Estate Plans with Related Tax Issues
10:40 AM - 11:40 AMDonative and Testamentary Capacity and Litigation
11:40 AM - 12:40 PMLunch (provided)
12:40 PM - 1:55 PMRecent Developments in Successions, Donations, and Trusts
2:05 PM - 3:05 PMAssisted Reproductive Technology (ART): What Should I Know?

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 27, 2024. If you've missed the deadline and would still like a room, email us at lsucle@lsu.edu. We've been able to request on behalf of speakers and attendees before.

Book Hotel Room

General Information

Conference Materials

PDF materials will be emailed to you and available for download approximately one week before the conference.  We suggest that you either print or save the PDF materials to your mobile device, and fully charge your batteries before the conference. NOTE: Hard copy materials will not be available.

Cancellation Policy

Cancellation requests must be received in our office in writing no later than Thursday, October 10, 2024 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, October 10, 2024.

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