Thursday October 11th Sessions A
___ Session 1: Welcoming Ceremonies ~ Nell Jessup Newton, Joseph A. Matson Dean and Professor of Law, Notre Dame, Indiana Jerome M. Hesch, Miami, Florida
___ Session 2A: An Estate Planner’s Duties, Prescriptions and Conundrums. And, Does Liability Exist Even Though the Conflicted Action Was in Good Faith and Beneficiaries Received a Positive Result? ~ Richard Oshins
___ Session 3A: Using Non-Grantor Trusts for Estate Planning and for Income Tax Planning ~ Jonathan Blattmachr and Martin Shenkman
___ Session 4A: Comparing Donor Advised Funds, Community Foundations, Private Foundations and 501(c)(4) Charities Andrew Katzenberg
___ Sessions 5/6A: Estate Planning for the Modern Family: Special Considerations and Drafting Tips. Parts 1 & 2 ~ Naomi Cahn and Kim Kamin
___ Session 7A: Trusts & Estates Advisory Board Panel: Estate Planning for Modern Families. Considering Diversity and Maximizing Flexibility for the Future ~ Susan Lipp, Louis Harrison, Kim Kamin and Martin Shenkman
Thursday October 11th Sessions B
___ Session 2B: Conflicts, Confidentiality and Other Ethical Considerations for Fiduciary and Beneficiary Liability for Unpaid Taxes, Penalties and Expenses of a Decedent ~ Jerry August
___ Session 3B: Estate Planning for the 99%: With No Estate Tax, Consider the Income Tax, Financial and Personal Objectives ~ Steven Siegel
___ Session 4B: Putting It On & Taking It Off: Managing Tax Basis Today (For Tomorrow) ~ Paul Lee
___ Session 5B: Using Estate Planning Techniques for Your Client’s Income Tax Planning ~ Stacy Eastland
___ Sessions 6/7B: Life Insurance Product Selection, Design and Funding: Understanding Misleading PolicyIllustrations, Alternatives to Policy Illustrations and Correcting Failed Products. Parts 1 & 2 Jonathan Forster, Barry Flagg, Rebecca Ryan and Brian Schick
Friday October 12th Sessions A
___Session 8A: Explaining, Analysis and Planning Through the Section 199A Minefield ~ Alan Gassman
___ Session 9A: Passing the Family Business on to the Next Generation When Some of the Children Will Not Be Active, but Treating All the Children Equally ~ Austin Bramwell
___ Session 10A: Resurgence of a Forgotten Problem for Family Limited Partnerships:Section 2036(a)(2) and the Powell Case ~ David Handler and David Herzig
___ Session 11A: Ethical Considerations in Representing Vulnerable Adults and Fraud within the Family ~ Sandra Glazier
___ Session 12A: Maintaining, Simplifying, Changing or Unwinding a Client’s Estate Plan if There is Little or No Estate Tax Exposure ~ Benetta Jenson, Scott Deichmann and David Herzig
___ Session 13A: Drafting, Understanding and Enforcing Reasonable Compensation for Trustees ~ Stacy Singer and Erica Lord
___ Session 14A: GRRR (Gift Return Reporting Requirements): Taming the Wild 709 Tiger ~ Christine Wakeman
___ Session 15A: Preparing the 706: Traps, Mistakes and Omissions ~ George Karibjanian
___ Session Luncheon: Nazi Looted Art and the Art Market: Observations
Friday October 12th Sessions B
___ Session 8B: Using Defined Benefit Plans to Qualify for Section 199A ~ Gerald Wolf
___ Session 9B: Drafting for Flexibility in Trusts and Wills for Uncertain Times ~ Jerold Horn
___ Session 10B: Estate and Business Planning for Farm and Ranch Clients: Unique Issues and Traps to Avoid ~ Roger McEowen
___ Session 11B: Forget the Cold Winters, I’m Moving to Somewhere Warm: Avoiding Unauthorized Practice and Other Ethical and Practical Pitfalls When Your Client Relocates ~ Darren Case
___ Session 12B: Ten Things Every Estate Planner Needs to Know About Subchapter J ~ Mickey Davis and Melissa Willms
___ Session 13B: Choice of Entity: Analyzing the Decision in the Wake of the New Tax Act ~ Domingo Such
___ Session 14B: International Wealth Transfer Planning for the Domestic Wealth Planning Advisor ~ Sean Weissbart
___ Session 15B: Is Charitable Giving Tax Motivated or Not? ~ Sanford Schlesinger
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