Program 1

Program 1:

Thursday, September 30, 2021

Program 1 Topics:

Current Federal Tax Developments, Jonathan G. Blattmachr

Now What?: Surviving the Recent Tax Law Changes – An Estate Planners Perspective, Jonathan G. Blattmachr and Beth Shapiro Kaufman

*This panel will be held in Washington or Wilmington depending upon when there is a final Tax Bill available.

The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond, Beth Shapiro Kaufman

Fiduciary Income Tax Basics and the Use of Intentionally Defective Grantor Trusts, T. Randolph Harris

Flexible Marital Deduction Planning, Barbara A. Sloan

The Fundamentals of Life Insurance in Private Wealth Planning, TBD

Sponsors:

Program 2

Program 2:

Friday, October 1, 2021

Program 2 Topics:

Lifetime Asset Transfers: An Overview, Paul S. Lee

Conquering Subchapter K: Fundamentals of Partnership Taxation for Estate Planners, Paul S. Lee

Planning for Retirement Benefits and Deferred Compensation, Leonard J. Witman

The Use of Trusts, Ronald D. Aucutt

Preparing Bullet-Proof Gift Tax Returns, Anne J. O’Brien

Sponsors:

Program 3

Program 3:

Thursday, November 11, 2021

Program 3 Topics:

Representing a Fiduciary, Greg Weinig

The Attorney as a Fiduciary: Permissible Actions and Problem Areas,  Kim D. Fetrow

Slicing and Dicing the Trustee’s Roles and Obligations with Directed Trusts, Michael M. Gordon

Navigating State Income Taxes on Trusts and Their Beneficiaries, Richard W. Nenno

Drafting Tips and Strategies to Avoid Litigation, Benjamin H. Pruett

Settling Disputes and Fixing Problems through Trust Modification and Reformation, Margaret E.W. Sager

Sponsors:

Program 4

Program 4:

Friday, November 12, 2021

Program 4 Topics:

QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts, TBD

Common Business Planning Challenges and Spotting Key Tax Issues for Family-Owned Businesses, TBD

Charitable Gifting, Charitable Entities and Gifting: An Overview, Edward Jay Beckwith

Charitable Remainder and Charitable Lead Trusts – Possibilities and Pitfalls, Pending

Understanding the Dynamics of Building and Sustaining a Successful Private Wealth Practice, Peter S. Gordon, Margaret E.W. Sager and Lynn B. Sassin

Sponsors:

Program 5

Program 5:

Thursday, April 7, 2022

Program 5 Topics:

Using Technology to Streamline Your Practice, Andrew J. DeMaio

Planning for Digital Assets and Cryptocurrency, Karen Fahrner

The Rights of the Decedent’s Creditors, John A. Terrill, II

The Legal Challenges Presented by Reproductive Technology, Joshua S. Rubenstein

Clients with Diminished Capacity: Addressing their Needs, Dealing with their Families, Bernie Krooks

Graduation Celebration with Keynote “Planning for Blended Families and Virtual Families,” R. Hugh McGil

Sponsors:

Program 6

Program 6:

Friday, April 8, 2022

Program 6 Topics:

Trends and Predictions For Fiduciary Litigation, Steve Mignogna and Donald Sparks, II

Estate Administration in the Mid-Atlantic Region: A Panel Discussion, TBD

Navigating the Ethical Challenges in an Estate Planning Practice, Paul C. Heintz

“The Role of the Trusted Advisor”: A fireside chat with Martin A. Heckscher and John A Terrill, II

“If I Knew Then What I Know Now”: A Panel discussion about lessons taught and lessons learned, Chancellors and Deans

Sponsors: