Schedule – Trust & Estate
Thursday, May 11, 2023
Trust and Estate
8:00 am – 9:15 am
Update on Fiduciary Litigation Regarding Retirement Plan Investments
Tax-Aware Borrowing: Estate, Gift and Income Tax Considerations
9:30 am – 10:45 am
Arbitration of Trust and Estate Disputes: Should It Be in Your Toolbox?
Planning for Family-Owned Real Property: Implementing a Successful Generational Transition for Farms, Ranches, and Other Legacy Family Properties
11:00 am – 12:15 pm
All in the Family? Self-Dealing in Private Foundations
The Danger of Word Jumbles in Discretionary Trusts and Annual Review of Hot Topics
1:45 pm – 3:00 pm
The Uniform Conflict of Laws in Trusts and Estates Act: What Every Trust and Estate Lawyer Should Know
Income and Transfer Tax Highlights, Updates, and Trends
3:15 pm – 4:30 pm
Digital Assets Killed the Paper Trail: A Primer on Digital Asset Administration
Representing Clients with Diminished Capacity
Friday, May 12, 2023
Trust and Estate
8:00 am – 9:00 am
Black Tie Optional: The Eroding Formalities to Creating a Valid Will
Recent Developments Facing the Legal and Banking Communities
9:15 am – 10:15 am
Planning for Real Estate Investors
The Generation-Skipping Transfer Tax: Back to Basics
10:30 am – 11:30 am
Ending on Good Terms: Practical Guidance for Trustees on Termination of Trusts
Annual Exclusion Planning with Grandchildren
11:45 am – 1:15 pm
Friday TE Division Lunch
Treasury and the IRS Are Here to Help: How Does That Happen?
Join Cathy Hughes with the Department of Treasury and others for a robust discussion about recent guidance, the IRS business plan, and comments received pursuant to Notice of Proposed Rulemaking (NPRM). The panelists also will walk through the process of how tax guidance becomes “official guidance.”
$75 additional fee.
1:30 pm – 2:30 pm
Ensuring Equity in Remote Work
Identifying Beneficial Owners under the Corporate Transparency Act
2:45 pm – 3:45 pm
Mentoring – Helping Good Get To Great
The CTA – A Roundtable Discussion
