Program 1:

Thursday, September 15, 2022

Program 1 Topics:

The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments – Howard Zaritsky

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

Key Tax and Organizational Challenges for the Closely Held Business and Our Role as Counselor to a Family Enterprise – Anne O’Brien and Sarah Moore Johnson

I Want a Do-Over; 9100 Relief for Late Tax Elections – Douglas Siegler

12 Traps for the Unwary; Commonly Overlooked and Costly Mistakes in International Estate Planning – Leigh-Alexandra Basha

Program 2:

Friday, September 16, 2022

Program 2 Topics:

Lifetime Asset Transfers: An Overview – Paul S. Lee

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

The Baker’s Dozen – 13 Things You May Not Know about Preparing a Federal Estate Tax Return – George Karibjanian

ACTEC Mid-Atlantic State Chair Panel – “I Bet You Didn’t Know!”
William H. Lunger (DE), Jeanne L. Newlon (DC), Charles Abell (MD), Steven K. Mignogna (NJ), Tara Ann Pleat (NY) and Nina Stryker (PA)

Program 3:

Thursday, November 17, 2022

Program 3 Topics:

Surviving the Morass of Ethical Problems in Representing Multiple Clients in Complex Planning – Charles D. “Skip” Fox, IV

What Can I Say Except, “You’re Welcome”?: Reporting Gifts on a Form 709 – Sarah B. Kahl

Our Brave New World: Crypto Assets – Regs and Risks – Karen “Kim” A. Fahrner and Ross E. Bruch

The Essential Charitable Planner – Edward Jay Beckwith

What Estate Planning Attorneys and Financial Professionals Should Know About
Medicaid Planning – Robert C. Gerhard III

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

Program 4:

Friday, November 18, 2022

Program 4 Topics:

Avoiding Trust Administration Mistakes – Jonathan G. Blattmachr

Retirement Assets as Part of the Estate Planning Process – Leonard J. Witman

Contested Jurisdictions – Brad Terebelo

QPRTs, GRATs and the Fundamentals of Sales to Grantor Trusts – Kimberly Gill McKinnon

Drafting & Negotiating Premarital Agreements From an Estate Planning Perspective – Anne W. Coventry

Program 5:

Thursday, April 20, 2023

Program 5 Topics:

The Use of Trusts – Ronald D. Aucutt

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

Change-Up to Fix-Up: Settling Disputes and Fixing Problems By Trust Modification and Reformation – Margaret E.W. Sager

Virtual Representation and Designated Representatives – Vincent C. Thomas

Planning for Blended Families and Virtual Families – R. Hugh Magill


Program 6:

Friday, April 21, 2023

Program 6 Topics:

Planning for Life After Death: Laws of Succession vs. The New Biology – Joshua S. Rubenstein

Navigating State Income Tax – Richard W. Nenno

Rights of Creditors Following Debtor’s Death – John A. Terrill, II

Making the Most of the Fiduciary Counsel Relationship (Panel Discussion) Panelists: Leslie Gillin Bohner (Fiduciary Trust), Michelle Hong (Northern Trust), George W. Kern, V (Bessemer Trust); Moderator: Gregory J. Weinig

If I Knew Then What I Know Now – A Panel Discussion About Lessons Taught and Lessons Learned – Chancellors and Deans:Leonard J. Witman, Margaret E.W. Sager, Lynn B. Sassin, Hannah Mensch, Douglas L. Siegler, and Gregory J. Weinig