Convention CDs, Inc

Wednesday September 25^th, 2019

___ Session 1&2: How § 7872 and the OID Timing Rules Impact Intra-Family Notes and Their Valuation for

                             Transfer Tax Purposes - Michael Strauss

Thursday September 26^th, 2019

___ Session 3&4: Current Developments of importance to estate planners.        

Track A Sessions

___ Session 5: Joint Representation:  Conflicts, Waivers, Privileges and Retention Agreements (Ethics) - Sandra Glazier

___ Session 6: Practical Planning and Drafting for Incapacity for Your Client and Their Beneficiaries. - Bernard Krooks

___ Session 7: Using Powers of Appointment, Including Ways You May Have Never Considered. - Jonathan Blattmachr

___ Session 8: Partnership Audit Rules: Tips, Traps and Trends in Drafting FLP Agreements.  Planning to Manage the Future Audit - Jerry August

___ Session 9: T&E Panel:  Collaboration When Working With the Contemporary Family – Kamin, Shenkman, Magill & Lenok

Track B Sessions

___ Session 10: Avoiding Estate and Trust Litigation Before It Happens:  Ethical and Practical Considerations and Strategies (Ethics) - Blattmachr

___ Session 11: Assuring Compliance with Decedent’s Wishes in an Era of Decanting, Early Terminations,

                       and Other Irrevocable Trust Modifications. - Diana Zeydel

___ Session 12: Trends in the IRS’s Approaches to Transfer Tax Audits, Appeals and Litigation:

                          How to Represent Clients and Draft Accordingly - John Porter

___ Session 13: Evaluating Life Insurance Products, What the Illustrations Really Mean,

                          and What Advisors May Not Be Aware of to Protect the Client - Bobby Samuelson

___ Session 14: Best practices for partnering between lawyers, financial advisors and trust companies

                         with the life insurance industry. - Jon Forster, David Byers, Chris Morton

Friday September 27^th, 2019

Track A Sessions

 ___Session 15: IRA Planning for 2019-2020:   Roth IRA Conversion Planning, and Strategies and Actions if Congress kills the Stretch IRA - Chris Hoyt

 ___ Session16: Drafting or Amending FLP Agreements to Avoid IRS Challenges After Recent Tax Court Decisions:                                                           

                            Best Practices and Still Give Decedent Some Control - David Handler, David Herzig

___ Session 17: The Current Status Using Trusts to Eliminate or Defer State Income Taxes - David Berek, Raj Malviya

___ Session   18:  Defrosting the Freeze: Estate Planning No Longer Needed or Financially Impractical, Unwinding or Fixing the Technique,

                                 Drafting for Future Flexibility. - Todd Angkatavanich, Steve Breitstone

___ Session 19: Planning for Privacy in a Public World: Ethics and Mechanics of Protecting Your Client's Privacy and

                            Personal Security (Ethics) - Jeff Chadwick

___ Session 20: Unwinding Life Insurance Transactions and Keeping a Policy:  Dealing With ILITs,

                            Split Dollar and Buyout Agreements When the Business Owns the Policy - Todd Steinberg

___ Session 21: Estate Planning for the Contemporary Family.  It’s All in the Family. What’s a Family? – Hugh Magill

___ Session 22: Home Repair: A lawyer’s guide to fixing a damaged QPRT, impact of a divorce and obtaining step-up

                            in basis after the term expired. - Louis Harrison

___ Session Luncheon: Capital Update:  What’s Happening in Congress, the Oval Office, Treasury and the IRS - Ron Aucutt

Track B Sessions

___ Session 23:  The Impact of the New Alimony Rules on Alimony Payments and Section 682 Trusts – George Karibjanian, Justin Miller

___ Session 24:  Pre-and Post-Marital Planning for Marriage, Divorce and Asset Protection: Keeping Separate Property Separate,

                             Issues for Closely-Held Business Owners and Modifying Existing Trusts - Sharon Klein

___ Session 25:  Using technology for the modern estate planning practice. (Technology credit) - Martin Shenkman, Thomas Tietz

___ Session 26:  Planning Upstream:  Using Trusts Established By (and For) Parents for Better Income and Estate Tax Results - Edwin Morrow

___ Session 27: Restoring civility and professionalism in attorney, CPA and Other Advisor Communications

                            in a Digital Age (Ethics). Katarinna McBride, Karin Prangley

___ Session   28: The Pot Trust and Trustee Discretion: Balancing Families Across Multiple Generations, Flexibility,

                            Investment Objectives, Fiduciary Duties and Ignoring Family Dynamics - Bruce Stone Andrea Stone

___ Session 29: Application of Section 199A, and its Interaction with Other Income Tax Rules,

                            to Real Estate Investors, Operators and Developers - Alan Gassman

___ Session 30: Estate Planning for assets that did not previously exist:

                            Blockchains, Bitcoins, Crypto Currencies and Hybrids. - Benetta Jenson