Schedule – Trust & Estate

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Register

Tuesday, April 29

Trust and Estate

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2:00 – 4:00 PM

Volunteer Opportunity
Location: Aria Hotel & Casino | Orovada 1​

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5:30 – 6:30 PM

Welcome Reception
Location: Aria Resort & Casino |  Orovada 2

Wednesday, April 30

Trust and Estate

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8:30 – 9:45 AM
Dealing with Marginal Capacity: Navigating Problems Facing Independent Adults in Cognitive Decline
The Emergence of Purpose: Understanding the Value of Purpose Trusts
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10:00 – 11:15 AM

SECURE Part 1: Planning for Qualified Retirement Assets in a Post-SECURE World

What Happens in the Trust Stays in the Trust: Why PTCs and APTs Are a Safe Bet
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11:30 AM – 12:45 PM
SECURE for Surviving Spouses and Disabled and Chronically Ill Beneficiaries? Planning for Eligible Designated Beneficiaries in a Post-SECURE World
Blueprints for Success: Lessons from the World of Private Foundations
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1:00 – 2:00 PM

Boxed Lunch and Group/Committee Breakouts

(complimentary this year)

Attendees are invited to participate in RPTE group and committee discussions over lunch. This is an excellent opportunity to gather with a smaller group of attendees with common practice interests. All interested attendees are welcome to join in these topic-based discussions based on meeting room space.

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2:15 – 3:30 PM
Covering Your Assets: Tools for Safeguarding Trustee Decision Making
Planning for the Nonparent Business Owner: Employees as Chosen Family
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3:45 – 5:00 PM
Recent Developments and Planning with Digital Property
Never More Relevant: The Importance of the Human Element in Planning During Today’s Times and Hot Topics in Trusts and Estates
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7:00 – 10:00 PM

Conference Reception (ticketed event)

Cheri’s Rooftop

Join us for an unforgettable evening at Cheri’s Rooftop, a stunning venue offering unparalleled views of the Bellagio Fountain show, under The Paris Hotel’s Eiffel Tower.

Unwind after a day of sessions, network with your peers while indulging in cocktails & delicious bites and enjoy the beauty of Las Vegas with a panoramic view like no other. Add your ticket during registration for $95/per person to secure your spot.

Thursday, May 1

Trust and Estate

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8:00 am – 9:30 am

JOINT DIVISION PROGRAM

To Breach or Not to Breach – That Is the Question

Ethics and Professional Responsibility Credit Requested

JOINT DIVISION PROGRAM

Don’t Fear the Eyeroll Asset: Simplifying the Transfer of Complex Assets from a Real Property and Trust and Estates Perspective

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9:45 – 10:45 AM

Beyond the Binary: Estate Planning for All

Elimination of Bias/Diversity and Inclusion Credit Requested

Expatriation From the United States
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11:00 AM – 12:00 PM
The World Doesn’t End at Sunset: What to Expect from Tax Legislation in 2026
Risky Business: Estate Administration Issues when Holding an Operating Businesses
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12:15 – 1:45 PM

12:15 – 12:45 pm: LUNCH

12:45 – 1:45 pm: PROGRAM

TE Lunch & Program

Legacy Conversations: Introducing Clients to the Value of Ethical Wills and Letters of Wishes

(ticketed event)

This presentation will focus on “legacy,” what it is, and what it is not (clue – it’s not about the financial wealth).

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2:00 – 3:00 PM
Handling the Modern Audit – Understanding How to Prepare Your Clients

The New Uniform Fiduciary Principal and Income Act

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3:15 – 4:15 PM

JOINT DIVISION PROGRAM

“May I AI?” A Primer on Recent and Notable Developments in the Incorporation of Artificial Intelligence into the Legal Practice

Technology Credit Requested

JOINT DIVISION PROGRAM

Bullying in the Legal Profession

Ethics and Professional Responsibility Credit Requested

continuing Legal Education

The ABA will seek 12.25 hours of CLE credit in 60-minute states, and 14.7 hours of CLE credit for this program in 50-minute states, including 1 hours of Elimination of Bias CLE, and 2.25 hours of Ethics CLE credit in 60-minute states and 1.2 hours of Elimination of Bias CLE, and 2.70 hours of Ethics CLE credit in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules. Please visit the program website at https://rptecleconference.com for program CLE details or visit www.americanbar.org/mcle for general information on CLE at the ABA.

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