Schedule - Trust & Estate

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Thursday, April 30

Trust and Estate

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7:30 – 8:15 AM

Learning Lab Breakfast with Bone & Gray (Trust & Estate)
Learning Lab Breakfast with Orbital (Real Property)
*Sessions run concurrently / see mobile app for program locations

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8:30 – 9:45 AM

Predatory Marriages: Part I

No, You Can’t Do That with A Trust: Recognizing Scam Trusts Before Clients Get Involved

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10:00 – 11:15 AM

Predatory Marriages: Part II

Doing Good by Doing Well: Charitable Giving with Business Interests.

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11:30 AM – 12:45 PM

Tax Planning Techniques to Defer or Minimize Capital Gains Tax

Retirement Plan Beneficiary Designations: Making Sure Assets End Up Where You and Your Client Want Them

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2:15 – 3:30 PM

Managing Conflicts Through Trust and Estate Administration & Hot Topics

Inbound Planning Playbook: What the NRA (and Advisor) Must Get Right

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3:45 – 5:00 PM

Challenges and Opportunities: State Taxation of Trusts

Emerging Risks in Federal Enforcement: What Every Non-Profit and Donor Should Know

Friday, May 1

Trust and Estate

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7:30 – 8:15 AM

Learning Lab Breakfast with Kidder Mathews

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8:30 – 9:30 AM

JOINT DIVISION PROGRAM

Beyond the Headlines: A Call to Action for Real Estate and Probate Attorneys for Tackling Heirs Property

JOINT DIVISION PROGRAM

Prompt Engineering for Transactional Attorneys: Practical Demonstrations of AI

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9:45 – 10:45 AM

What We Owe Each Other: Strategies and Pitfalls for Charitable Planning and Giving

ING Planning after McDougall: Do We Have a Problem?

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11:00 AM – 12:00 PM

Planning for Peace: Solutions for Shared Intergenerational Vacation Properties

Fair (Market) Warning: This is Not a Final Determination - Practical Advice from Tax Litigators

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12:15 – 1:45 PM

LUNCH & JOINT PROGRAM

Downtown Revitalization: Lessons from Chicago
NOT FOR CLE CREDIT

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2:00 – 3:00 PM

The Top Ten 1041 Mistakes Made by Attorneys

A Child by Any Other Name: Family Ties in the Uniform Parentage Act

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3:15 – 4:15 PM

JOINT

Tackling Chronic Stress in the Profession

JOINT

Don't Get Burned: Understanding FinCEN's New Anti-Money Laundering Reporting Rule & Its Penalties

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