Sophisticated Estate Planning Techniques
Why Attend?
This annual advanced course of study, composed of over 13 hours of instruction, is designed for experienced estate planning practitioners. The course once again begins with Professor Jeffrey Pennell’s always enlightening discussion of recent developments, and ends with an up-to-the-minute examination of planning for same sex couples. If estate tax legislation has been enacted, the program will cover it; if not, we will have the next best thing: an inside-the-beltway view from co-chair Ed Beckwith of where Congress seems to be headed with this legislation.
Presentations will also be made on aspects of planning which are newly important or different by reason of the current economic downturn, including alternate valuation, effective planning techniques in a low-interest rate environment, and dealing with the unanticipated consequences of structures put in place during an expanding economy. Other topics to be discussed include Special Needs Trusts, Conservation Easements, and Ethical Issues in Asset Protection.
New this year will be optional roundtable sessions with the two planning chairs, which will afford greater opportunity for one-on-one discussions. Time is reserved throughout the course to address registrants’ written questions.
Who Should Attend
This annual advanced course of study is designed for experienced estate planning practitioners.
Planning Chairs
Edward Jay Beckwith, Baker & Hostetler LLP, Washington, D.C.
Virginia F. Coleman, Ropes & Gray LLP, Boston
Faculty
Cynthia L. Barrett, Cynthia L. Barrett, P.C., Portland, Oregon
Kimberly E. Cohen, Ropes & Gray LLP, Boston
T. Randolph Harris, McLaughlin & Stern, LLP, New York
Lawrence P. Katzenstein, Thompson Coburn LLP, St. Louis
William D. Kirchick, Bingham McCutchen LLP, Boston
Bernard A. Krooks, Littman Krooks LLP, New York
Nancy A. McLaughlin, University of Utah , S.J. Quinney College of Law, Salt Lake City
Jeffrey N. Pennell, Richard N. Clark Professor of Law, Emory University School of Law, Atlanta
Irving S. Schloss, Murtha Cullina LLP, Madison, Connecticut
John A. Terrill, II, Heckscher, Teillon, Terrill & Sager, PC, Conshohocken, Pennsylvania
Program Schedule
WEDNESDAY, SEPTEMBER 9, 2009
5 - 7 p.m. Welcoming Reception and Early Registration
THURSDAY, SEPTEMBER 10, 2009
7:30 a.m. Registration and Networking Session
Webcast Segment A
8:30 a.m. Introductory Remarks
8:45 a.m. Cases and Controversies: Key Developments for Planning Professionals - Professor Pennell
10:45 a.m. Networking Break
11:00 a.m. A Year for Change: Legislative Developments That Will Impact Private Wealth and Private Wealth Planning - Mr. Beckwith
11:45 a.m. Lunch Break and Optional Round Table Sessions*:
12:30 p.m. Roundtable Sessions*
• Session A: Practical Tips and Traps in Designating Beneficiaries for Qualified Benefit Plans- Ms. Coleman
• Session B: Ten Charitable Techniques You Should Think About Using Every Day - Mr. Beckwith
Webcast Segment B
1:15 p.m. Planning During a Weak Economy and a Low Interest Rate Environment - Messrs. Katzenstein, Pennell, and Terrill
3:00 p.m. Networking Break
3:15 p.m. Ethical Issues in Asset Protection Planning - Mr. Terrill
4:45 p.m. Adjournment for the Day
Plans for Dinner? Join fellow course registrants and faculty for a "dutch treat" dinner. See our Facebook page to sign up for dinner - http://tiny.cc/BG0OH.
FRIDAY, SEPTEMBER 11, 2009
8:00 a.m. Networking Session
Webcast Segment C
8:30 a.m. Fixing a Broken Plan: Dealing with Unanticipated Consequences of Techniques Entered Into When the World Was Different - Ms. Cohen and Messrs. Kirchick and Schloss
10:00 a.m. Networking Break
10:15 a.m. Special Need Trusts: The Basics, the Benefits, and the Burdens - Mr. Krooks
11:15 a.m. Conservation Easements: Federal Tax Incentives and the Meaning of Perpetuity - Professor McLaughlin
12:15 p.m. Lunch Break
Webcast Segment D
1:30 p.m. Options and Opportunities in Planning with Alternate Valuation - Mr. Harris
2:45 p.m. Networking Break
3:00 p.m. Challenges and Choices in Planning for Same Sex Couples - Mss. Barrett and Coleman
4:30 p.m. Adjournment
*These sessions will not be recorded or webcast.
Total 60-minute hours of instruction: 13.25 (including optional session), including 1.5 hours of ethics
Suggested Prerequisite: Experience in legal practice in subject matter
Educational Objective: Maintenance of professional competence as a practitioner
Level of Instruction: Advanced
Here's what registrants have said about this course:
The most knowledgeable instructors. The best interaction. Fabulous location. --Rex A. Hodges, Oklahoma City, OK
The course was well thought out and included topics that are not usually talked about at a conference of this type. The materials and content were excellent, easy to understand, and easy to communicate. I plan on using the information that I received here in my practice.
The faculty was extraordinarily good. (I’ve been coming to this for almost 20 years.)
Very well done – really enjoyed it – good speakers!
Thank you for a stimulating and comprehensive seminar. The presenters were each well-versed, current with details and extremely informative. The topics complemented each other and covered significant areas of development. The resources provided will provide a valuable update to my law library.
Very practical and useful presentation. I always appreciate Virginia Coleman’s questioning of devices and practices that other practitioners consider standard in most cases. Not all boilerplate or all standard practices fit all clients.
Pennell’s delivery was outstanding, very knowledgeable and interesting.
All in all great meeting and the work everyone put into their materials and presentations is much appreciated.
