Wealth Transfer Planning
Indicates insurance credit available8:00 am / Official Welcome
8:00 am – 9:30 am
Recent Developments and Trends Effecting Estate Planning For Years 2012 and Beyond
Understanding what will happen in 2012 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.
JEFFREY N. PENNELL, Professor
9:30 am – 9:45 am / Break
9:45 am – 10:45 am
Planning and Drafting Trusts For Flexibility and Ethical Decision MakingThe emphasis of the session will be “planning” as opposed to pure drafting of trusts. This program is intended to be of significant benefit to attorneys, accountants, financial advisors, insurance professionals and trust officers – members of the estate planning team. Learn practical ideas and ethical concepts that will empower all members on the estate planning team.
JOHN F. BERGNER, Attorney
10:45 am – 11:00 am / Questions and Answers
11:00 am – 11:45 am
Tell ME Something I Don’t Already Know About Estate Planning For Retirement Benefits
This session focuses on issues that do not get enough coverage, such as prohibited transfer rules, spousal consent issues, multi-generation planning, how retirement plans figure into planning for high net worth families, UPIA issues and planning to minimize waste of the unified credit.
STEVEN E. TRYTTEN, Attorney
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 RICHARD T. MORRISON, Judge
United States Tax Court
1:30 pm – 2:45 pm
Relatively Painless Ways to Reduce Estate Taxes
Analyze the reasons why even wealthy people sometimes find it unacceptably “painful” to transfer property to an irrevocable trust; and most importantly how the estate planning team can help minimize or perhaps even eliminate such pain.
RANDALL W. ROTH, Professor
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
Developing Non-Tax Issues For Estate PlannersAs the unified credit continues to go up, ethical and non-tax issues are becoming more important to our clients in reaching their planning goals. Gain valuable insights to the various non-tax issues and solutions available to your clients.
JEFFREY N. PENNELL, Professor
4:30 pm – 4:45 pm / Questions and Answers
4:45 pm – 6:15 pm
Wealth Transfer Planning After 2010 Tax Act – An Industry Outlook For Advisors
An up-to-date analysis of the changes, challenges and planning opportunities that all wealth transfer advisors face after the 2010 Tax Act, and an ever changing domestic and global economy. Learn what we have learned in the past year and what the future planning holds.
CHARLES “CLARY” REDD, Attorney
EDWARD J. MCCAFFERY, Professor
RAYMOND K. OKADA, Attorney
6:15 pm – 6:30 pm / Questions and Answers
