Estate Planning in Depth
Why Attend?
An intensive, interactive classroom experience complemented by opportunities to learn informally after hours from an expert faculty and from fellow registrants at a reception, a picnic supper, evenings at the Student Union, and more
Comprehensive study materials—typically 1,200 pages or more– that are among ALI-ABA’s best
A relaxed campus environment that helps make learning fun, plus an affordable housing and meal package that keeps costs low
A half-day Sunday primer that brings less experienced practitioners up to speed
Engaged registrants—last year from 31 states—and an expert faculty from across the country who share ideas with one another over the course of five days
A special panel discussion on what's hot and what's not in planning and administering estates in 2012, and a presentation on estate planning in these uncertain times
What You Will Learn
Presented at an advanced level and comprising more than 36 hours of instruction, including 2 hours of ethics credit, this annual course of study considers in depth significant tax and non-tax aspects of estate planning.
The course features an optional Sunday afternoon overview session (at no additional charge) on wealth transfer taxation principles, as well as a special panel discussion on what's hot and what's not in planning and administering estates in 2012 and a presentation on estate planning in these uncertain times.
Time is reserved throughout the program to address registrants’ questions.
Who Should Attend
The daytime sessions Monday through Friday are designed for lawyers with more than basic experience in estate planning. Practitioners lacking a foundational knowledge of trusts and estates law or wealth transfer taxation or who have a limited background in estate planning may benefit by careful preparation for every session, but basic material is addressed in the classroom sessions only as necessary to provide background for advanced understanding of more complex matters.
Planning Chairs
M. Read Moore, McDermott Will & Emery LLP, Chicago (also on faculty)
Nancy G. Henderson, Henderson, Caverly, Pum & Charney LLP, Rancho Santa Fe, California (also on faculty)
Faculty
Farhad Aghdami, Williams Mullen, Richmond, Virginia
Stuart C. Bear, Chestnut Cambronne P.A., Minneapolis
Lawrence Brody, Bryan Cave LLP, St. Louis
Stephanie B. Casteel, Wallace, Morrison & Casteel LLP, Atlanta
Kristen E. Caverly, Henderson, Caverly, Pum & Charney LLP, Rancho Santa Fe, California
Christopher P. Cline, Senior Wealth Management Director, Wells Fargo Private Bank, Portland, Oregon
Alvin J. Golden, Ikard Golden Jones, P.C., Austin, Texas
Lawrence P. Katzenstein, Thompson Coburn LLP, St. Louis
Julie K. Kwon, McDermott Will & Emery LLC, Menlo Park, California
Eric A. Manterfield, Krieg DeVault LLP, Indianapolis
Jeffrey N. Pennell, Richard N. Clark Professor of Law, Emory University School of Law, Atlanta
S. Andrew Pharies, DLA Piper, San Diego
Mark S. Poker, Michael, Best & Friedrich, LLP, Waukesha, Wisconsin
Stacy E. Singer, The Northern Trust Company, Chicago
Lauren J. Wolven, Horwood Marcus & Berk Chartered, Chicago
ALI-ABA Staff Attorney: Alexander Hart, Director Emeritus, Office of Courses of Study
Take advantage of unique networking and learning opportunities!
• Monday evening:
Network with fellow registrants and faculty at an evening reception!
• Wednesday evening:
Join our faculty and other registrants at a picnic dinner!
• Anytime:
Stay on campus with your colleagues and take advantage of the unique environment!
Program Schedule
NOTE: Program is subject to change. All times are Central Daylight Time.
SUNDAY, JUNE 17, 2012
1:00 p.m. Early Registration, Wisconsin Law Alumni Association Student Commons, Second Floor, University of Wisconsin Law School, 975 Bascom Mall
1:55 p.m. Administrative Remarks - ALI-ABA Staff
Webcast Segment A
2:00 p.m. Optional Session: Overview of Wealth Transfer Taxation - Mr. Pharies
3:45 p.m. Networking and Refreshment Break
4:00 p.m. Overview of Wealth Transfer Taxation (continued)
6:00 p.m. Adjournment for the Day
MONDAY, JUNE 18, 2012
7:00 a.m. Registration and Continental Breakfast, Wisconsin Law Alumni Association Student Commons, Second Floor, University of Wisconsin Law School, 975 Bascom Mall
7:50 a.m. Administrative Remarks - ALI-ABA Staff
Webcast Segment B
8:00 a.m. Introduction and Course Overview
8:15 a.m. Estate Planning for Couples in a Second Marriage - Mr. Manterfield
10:00 a.m. Networking and Refreshment Break
10:15 a.m. Control Freaks: How Taking and Giving Control Is the Most Effective Financial and Estate Planning Tool - Mr. Cline
12:00 noon Lunch Break
Webcast Segment C
1:30 p.m. Asset Protection Planning - Mr. Poker
3:15 p.m. Networking and Refreshment Break
3:30 p.m. What You Thought You Knew about Crummey Powers - Ms. Henderson
5:15 p.m. Adjournment for the Day; Networking Reception for Registrants and Faculty
TUESDAY, JUNE 19, 2012
7:30 a.m. Networking Session and Continental Breakfast
Webcast Segment D
8:00 a.m. The Sweet Smell of Retirement Planning: A Potpourri of Issues and Maybe a Few Answers - Mr. Golden
9:45 a.m. Networking and Refreshment Break
10:00 a.m. Drafting and Administering Trusts with Discretionary Distribution Standards - Ms. Caverly
11:45 a.m. Lunch Break
Webcast Segment E
1:15 p.m. Business Succession Planning Using GRATs, Installment Sales, and Other Freeze Techniques - Mr. Aghdami
3:00 p.m. Networking and Refreshment Break
3:15 p.m. Charitable Split-Interest Transfers: In-Depth Planning - Mr. Katzenstein
5:15 p.m. Adjournment for the Day
WEDNESDAY, JUNE 20, 2012
7:30 a.m. Networking Session and Continental Breakfast
Webcast Segment F
8:00 a.m. The Mistakes Fiduciaries See All the Time - Ms. Singer
9:45 a.m. Networking and Refreshment Break
10:00 a.m. Estate Planning for Unmarried Adults - Ms. Wolven
11:45 a.m. Lunch Break
Webcast Segment G
1:15 p.m. What's Hot and What's Not in Planning and Administering Estates in 2012: Panel Discussion - Ms. Henderson and Messrs. Moore and Pharies
3:00 p.m. Networking and Refreshment Break
3:15 p.m. Practical Tax and Estate Planning for Noncitizens Who Live in the United States - Mr. Moore
5:15 p.m. Adjournment for the Day
6:30 p.m. Picnic at Lake Mendota for Registrants and Faculty
(included in course tuition)
THURSDAY, JUNE 21, 2012
7:30 a.m. Networking Session and Continental Breakfast
Webcast Segment H
8:00 a.m. Premarital Planning and Community Property - Ms. Casteel and Mr. Moore
9:45 a.m. Networking and Refreshment Break
10:00 a.m. Tax Procedure for Estate Planners - Ms. Kwon
11:45 a.m. Lunch Break
Webcast Segment I
1:15 p.m. Estate Planning for Elderly and Disabled Beneficiaries - Mr. Bear
3:00 p.m. Networking and Refreshment Break
3:15 p.m. Estate Planning in Uncertain Times - Professor Pennell
5:15 p.m. Adjournment for the Day
FRIDAY, JUNE 22, 2012
7:30 a.m. Networking Session and Continental Breakfast
Webcast Segment J
8:00 a.m. Ethics Issues for Estate Planners - Professor Pennell
10:00 a.m. Networking and Refreshment Break
10:15 a.m. Estate Planning with Life Insurance - Mr. Brody
12:00 noon Adjournment
Total 60-minute hours of instruction: 36.5, including 2 hours of ethics (including the optional overview session on Sunday); 43 CPE credit hours in Taxation (group-live and group-internet-based program)
Suggested Prerequisite: Some experience in practice in subject matter
Educational Objective: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner; provision of information on recent developments
Level of Instruction: Advanced
Here's what registrants have said about this course:
Unfailingly the best estate planning symposium in my four decades of practice. You provide a broad array of topics presented by exceptional speakers. Keep it up, and I’ll be back. -- George L. Kiskunas, Baker Tilly Virchow Krause LLP, Janesville, Wisconsin
I have been coming since 2000 and really enjoy the seminar and being in Madison for the week. Nancy [Henderson] and Read [Moore] do a great job.
The course was excellent. The dorm is great and close to the law school. I recommend anyone who has not been here before to stay in the dorm rather than a hotel. The food at the dorm is great. Madison is a wonderful city, especially the Memorial Union Terrace on a summer evening!
Can’t say enough good things about this program - it was excellent++ - materials are great and speakers were the best of the best.
The speakers at this seminar were all extraordinarily good. Usually there will be at least one or two below-standard speakers, but there weren’t at this seminar.
Accommodations
Undergraduate dormitory housing and university food service are available on campus (less than a block from the Law School) for registrants and their families. Approximate weekly rates for room and board (including breakfasts and luncheons, with other evening meals available at modest cost) are $360 per person in a single room, $255 per person in a double room, and $175 per child 11 and under. Additional site information, including alternative hotel accommodations, will be provided after initial registration for the course. Arrangements for housing should be made on forms to be provided with acknowledgment of advance enrollment; or reserve housing online at Dorm Housing Reservations. Do not send housing fees to ALI-ABA.
In recent years, about half of the course participants have chosen to stay in the dormitory.
Recreational Facilities
Madison's lakeshore and local cultural, scenic, and recreational attractions offer many relaxing pursuits for registrants and families. Biking, swimming, and fishing enthusiasts will find ample facilities within easy reach. The city also has several golf courses (some of them public), tennis courts, and, at one of the five community parks, a zoo. The nationally famous Wisconsin Dells is only a one hour drive from Madison.
Tuition for this Live Course is $1,499.00.
Tuition for the live course includes admission to all sessions, a set of electronic course materials before the course, hard copy course materials at the course and online access to the archived program after the course. In addition Continental breakfasts and refreshment breaks are provided daily.
To register, simply choose one of the methods below:
Tuition for this Audio Webcast is $1,199.00.
Tuition for the webcast includes a set of electronic course materials, access to the webcast and online access to the archived program after the webcast.
This course is available in individual webcast segments
Click here for more information and to register for webcast segments.
If you prefer not to order online you can order by Phone or Fax:
Phone: 800-CLE-NEWS (800-253-6397) (Reference Course Code: CT042)
PDF Order form - FAX: 215-243-1664 (Reference Course Code: CT042)
