Events
Event Details
Estate Planning in 2024
Never a Dull Moment for Estate Planners in 2024
Seminar Materials Below
Designing and Administering Special Purpose Trusts
Ethics Issues in Contemporary Estate Planning
Spousal Access Lifetime Trusts
CE Credit Approval Information
2024 Continuing Education Approval Info
Doors Open & Registration
7:30 a.m. - 8:15 a.m.
Opening Remarks
8:15 a.m. – 8:30 a.m.
Estate Planning Recent Developments
8:30 a.m. – 10:00 a.m.
• Fiscal Year 2025 "Green Book"
• Gift Tax Consequences of Trust Modifications
• Corporate Transparency Act Final Regulations –
Is It Even Constitutional?
• Connelly Goes to The Supreme Court
• Estate Tax Liens and Beneficiary Liability
Break
10:00 a.m. – 10:15 a.m.
Spousal Lifetime Access Trusts
("SLATs") – A Fleeting Opportunity
10:15 a.m. – 11:45 a.m.
• Purposes
• How Best to Fund to Minimize Tax Risk
• Current and Future Beneficiaries
• Initial and Successor Trustees
• Pitfalls to Avoid
Questions & Answers
11:45 a.m. – 12:15 p.m.
Lunch
12:15 p.m. – 1:30 p.m.
Charitable Planning Potpourri
1:30 p.m. – 2:30 p.m.
• Anticipatory Assignment of Income Doctrine
• Decanting to Allow for Distributions to Charity
• Continuing Problems with Charitable Remainder
Trusts
• IRC Section 501(c)(4) organizations ("Patagonia
Purpose Trusts")
Designing and Administering Special Purpose
Trusts –Beyond Boilerplate
2:30 p.m. – 3:30 p.m.
• Incentive Trusts
• Trusts to Hold Real Estate for Family Enjoyment
• Unique Challenges Arising from Holding Family
Business Equity in Trust
• Trust Assets Not in Trustee's Physical Posession or
Direct Control
Break
3:30 p.m. – 3:45 p.m.
Ethics Issues in a Contemporary
Estate Planning Practice
3:45 p.m. – 4:45 p.m.
• Ethics Issues Relating to Managing Office Technology
• Maintaining Confidentiality and the Attorney-
Client Privilege When Working with a Client's Other
Advisors
• Multi-Jurisdictional Practice Hazards
• Maintaining Competence and Diligence in an Ever-
Changing and Expanding Field
Questions & Answers
4:45 – 5:15p.m.
