Schedule - Trust & Estate
Thursday, April 30
Trust and Estate
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
10:00 – 11:15 AM
Predatory Marriages: Part II
Doing Well by Doing Good
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
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
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
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
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?
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
12:15 – 1:45 PM
LUNCH & JOINT PROGRAM
TBA
LUNCH & JOINT PROGRAM
TBA
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
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