Wealth Transfer Planning
Indicates insurance credit available8:00 am / Official Welcome
8:00 am – 9:30 am
Recent Developments and Trends Affecting Estate Planning for Years 2011 and Beyond
Understanding what will happen in 2011 is essential for all wealth transfer advisors. Keeping on top of the general trends and abreast of the most recent developments is more important than ever. 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)
9:30 am – 9:45 am / Break
9:45 am – 10:45 am
Ethics in Estate and Financial Planning: Is it a Matter of Degree?Unlike traditional courses that explore only legal cannons or accounting standards, this course examines ethical dilemmas that many of us encounter, and how we often make ethical decisions in advising clients. Explore the array of informative academic research and current developments, examples and case studies that will leave the participants wondering "Am I as objective as I think?"
Steven A. Goodman, Attorney
10:45 am – 11:00 am / Questions and Answers
11:00 am – 11:45 am
Retirement Benefits Planning Overview and Opportunities, including the Latest in Roth IRA Conversions
A review of planning opportunities for retirement benefits and a detailed analysis of Roth IRA conversions in 2010. Learn how wealthy clients can now convert a conventional retirement account into a Roth IRA and defer the tax liabilities into future years.
Michael J. Jones, CPA
11:45 am – 12:00 pm / Questions and Answers
12:00 pm – 1:30 pm / Luncheon: Tax Court Updates and Insights
The Honorable Diane Kroupa, Judge, United States Tax Court
1:30 pm – 2:45 pm
Mending or Exiting Wayward Wealth Transfer Strategies in Today's Troubled Economic Times
Troubled economic times can create planning opportunities and shortfalls. Learn how to mend and exit certain wealth transfer strategies that may have underperformed or were unsuccessful. Analyze the various exit strategies and planning for an exit strategy before the problems arise. Also learn what planning opportunities are being used and leveraged in today's troubled economic times.
John F. Bergner, 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
Fiduciary Boundaries — Managing the Mistakes and Lessons To Be LearnedA review of current cases and the hot button issues concerning fiduciaries and wealth transfer advisors. Gain an insight into the court process used to resolve trust and estate disputes, and how probate judges evaluate the cases before them.
Judge Aviva K. Bobb, Former Presiding Probate Judge
Alan T. Yoshitake, Attorney
4:30 pm – 4:45 pm / Questions and Answers
4:45 pm – 6:15 pm
Wealth Transfer Advisor's Industry Outlook – Where Are We Now and What Do We Do Next?
An up-to-date analysis of the changes, challenges and planning opportunities that all wealth transfer advisors face in light of current and future tax legislation, and an ever changing domestic and global economy. Learn what works now and what we can do next in advising our clients.
Charles "Clary" Redd, Attorney
Professor Edward J. McCaffery
Raymond K. Okada, Attorney
6:15 pm – 6:30 pm / Questions and Answers