Advanced Estate Planning Techniques
Why Attend?
Hear Jeff Pennell on Useful Wealth Planning Tax Quirks!
Sessions begin and end early each day!
Other hot topics:
• Inside the Beltway - What Can We Expect?
• The Rudkin Litigation and the 2% Haircut
• Generation Skipping Tax Update
What You Will Learn
This annual course of study, comprising more than 16 hours of instruction, is designed for experienced trust and estate practitioners. Emphasis is placed on the practical, “how to do it” aspects. The program includes analysis of and planning for important current advanced estate planning issues.
Daily sessions begin and adjourn early to allow registrants ample leisure time during the afternoons. Time is reserved for the faculty to address questions submitted by the registrants.
Planning Chairs
(Also on faculty)
Mervin M. Wilf, Philadelphia, Pennsylvania, and Cambridge, Massachusetts
Lawrence P. Katzenstein, Thompson Coburn LLP, St. Louis
Faculty
Edward J. Beckwith, Baker & Hostetler LLP, Washington, D.C.
Carol A. Cantrell, Briggs & Veselka Co., Houston
Julie K. Kwon, McDermott Will & Emery, Chicago
Joy M. Miyasaki, Law Offices of Shuichi Miyasaki, Honolulu
Jeffrey N. Pennell, Richard H. Clark Professor of Law, Emory University School of Law, Atlanta
ALI-ABA Staff: Kevin O'Connor, Senior Assistant Director, Office of Courses of Study
Program Schedule
THURSDAY, FEBRUARY 21, 2008
6:30 a.m. Registration and Full American Breakfast
Webcast Segment A
7:25 a.m. Opening Remarks
7:30 a.m. Important New Developments - Ms. Miyasaki
8:30 a.m. Generation Skipping Tax Update - Ms. Kwon
9:30 a.m. The Rudkin Litigation and the 2% Haircut - Ms.Cantrell
10:30 a.m. Networking Break
10:45 a.m. Issues in Administration of Estates with Charitable Beneficiaries - Mr. Katzenstein
11:45 a.m. The "Deemed IRA": An Overlooked (Ignored?) Distribution Alternative - Mr. Wilf
12:45 p.m. Questions and Answers
1:30 p.m. Adjournment for the Day
FRIDAY, FEBRUARY 22, 2008
6:30 a.m. Full American Breakfast
Webcast Segment B
7:30 a.m. Planning Proximate to Death - Professor Pennell
8:30 a.m. What Planners Need to Know Now about the Uniform Trust Code - Mr. Beckwith
9:30 a.m. Tax Aspects of Settlements and the Proposed 2053 Regulations - Ms. Kwon
10:30 a.m. Networking Break
10:45 a.m. Charitable Lead Trust Planning and a Review of the New IRS Forms - Mr. Katzenstein
11:45 a.m. Partnership Taxation Issues for Estate Planners -
Ms. Cantrell
12:45 p.m. Questions and Answers
1:30 p.m. Adjournment for the Day
SATURDAY, FEBRUARY 23, 2008
6:30 a.m. Full American Breakfast
Webcast Segment C
7:30 a.m. Planning for Non-Spousal Rollovers: An Update Including Proposed Legislation - Mr. Wilf
8:30 a.m. Ethical Issues Submitted by Faculty and Registrants -
Ms. Miyasaki and Faculty
9:30 a.m. Networking Break
9:45 a.m. Useful Wealth Planning Tax Quirks - Professor Pennell
11:00 a.m. Inside the Beltway - What Can We Expect? - Mr. Beckwith
11:45 a.m. Questions and Answers
12:30 p.m. Adjournment
Total 60-minute hours of instruction: 16.25, including 1 hour of ethics
Suggested Prerequisite: Substantial experience in legal practice in subject matter
Educational Objective: Development of proficiency in performance of intricate and complex legal tasks within a narrow area
Level of Instruction: Advanced
Here's what registrants have said about this course:
"I've been attending for 7 years and this was the best overall program. Great job!"
"What a fabulous location for an estate planning seminar. The presenters, without exception, were knowledgeable, informative, and clearly experts in the field. The materials provided are excellent and will provide a great reference in my practice."
"Always an excellent and useful seminar. I always come away with good, applicable ideas and concepts. This is my third time over the past 5 years."
"The materials and presentation provide very cutting edge advanced estate planning techniques."
"Great course, great speakers, excellent facilities, and Maui - this was a great seminar."
"This was an outstanding program, with the most current of advanced estate planning issues having been addressed by a highly experienced and knowledgeable faculty. The course materials are excellent and will be a valuable resource in my practice. In addition, the bound materials were supplemented with comprehensive and helpful written materials dealing with very recent developments. Finally, having the program in Hawaii during a winter weekend was a real bonus, and the Fairmont Kea Lani is an excellent venue. I really enjoyed having the afternoons available for personal activities."
"This course has no duplicate that I know of. Not only is the course important but having it in Hawaii is an added bonus."
"This is my second year attending this course. I find it to be very informative and helpful to my practice. More than 90% of the topics discussed had direct relevance to issues I am dealing with for my clients. The course enhances my awareness of emerging developments in the law and evolution of our profession in a very helpful and satisfying way."
"Even though I practice very little, I always find this seminar worth my time and expense as a way to help me keep up with respect to my own estate planning needs."
"Great, as always. My 4th time attending and definitely not my last. A great setting for a great seminar."
"I thought this year's program was simply outstanding. I think what I liked best was the emphasis on practical application of the concepts presented."
