8:30 am / Official Welcome
8:30 am 10:00 am
Overview of Recent Developments Affecting Estate Planning
for Years 2010 and Beyond
Understanding the general trends and keeping abreast of the most recent developments is essential for every practitioner. Learn how new laws and proposed legislation may affect your clients and their wealth transfer strategies.
Professor Jeffrey N. Pennell, Emory University School of Law (Presented Remotely)
10:00 am 10:15 am / Break
10:15 am 11:45 am
The Estate Planning Aftermath of the Credit Crisis: What To Do
with Failed Wealth Transfer Strategies?
With the huge devaluation of assets across the board, learn which wealth transfer strategies likely failed and what your clients can do about it.
Andrew M. Katzenstein, Attorney
11:45 am 12:00 pm / Questions and Answers
12:00 pm 1:30 pm / Luncheon: Tax Court Updates and Insights
The Honorable Peter J. Panuthos, Chief Special Trial Judge,
United States Tax Court
1:30 pm 2:45 pm
Industry Outlook: Changes, Challenges and Opportunities
A fascinating and up-to-date analysis of the changes, challenges and opportunities that all wealth transfer advisors face with a change in the White House and in the global economy.
Stephen McDaniel, Attorney
2:45 pm 3:00 pm / Questions and Answers
3:00 pm 3:30 pm / Break
Ice Cream Social Gathering
3:30 pm 4:30 pm
Beneficiary’s Rights – Dealing with the Realities
Explore how case law and statutory law have created certain “entitlements” for beneficiaries and the practical realities of making disclosures and certain distributions to beneficiaries. Also learn how the internet has helped some beneficiaries in their attack on trustees.
ETHICS CREDITThe Honorable Arnold Gold, Judge (Ret.),
Los Angeles Superior Court
Alan T. Yoshitake, Attorney
4:30 pm 4:45 pm / Questions and Answers
4:45 pm 6:15 pm
Latest Trends and Strategies with Multi-Generational Trust Planning
A review of the latest trends and planning techniques for families with multigenerational trusts. Also learn how to design a multi-purpose trust and the various administration issues that arise.
INSURANCE CREDITAl W. King III, Co-Founder/CEO
South Dakota Trust Company
6:15 pm 6:30 pm / Questions and Answers