___ Session 1: Greeting Jerome M. Hesch - HOW TO USE FINANCIAL MODELING TO HELP YOUR CLIENTS AND YOURSELF Brad Dillon & Brandon Ketron
___ Session 2: AVOIDING MISTAKES IN TRUST ADMINISTRATION - Martin Shenkman
Thursday September 26th, 2024
___ Session 3: Current Developments of Importance to Estate Planners - Turney Berry and Charles “Clary” Redd 1st hour
Track A Sessions
___ Session 4A: PRACTICAL INCOME TAX PLANNING WITH YOUR ESTATE PLANNING FAMILY LIMITED PARTNERSHIP - Robert Robes
___ Session 5A: A CHARITABLE GIFT ANNUITY PRIMER - Larry Katzenstein
___ Session 6A: CREATIVE USES OF CHARITABLE REMAINDER TRUSTS - Alan Gassman
___ Session 7A: PLANNING FOR THE EXPECTED EXEMPTION SUNSET - Kim Kamin
___ Session 8A: FIDUCIARY DUTIES WHEN EVALUATING LIFE INSURANCE PERFORMANCE ILLUSTRATIONS, PREMIUM FINANCING
PROPOSALS, AND MATCHING A POLICY TO AN INSURED’S OBJECTIVES - Rebecca Rosofsky & Barry Flagg
Track B Sessions
___ Session 4B: FIDUCIARY INVESTMENT CONSIDERATIONS DEALING WITH A BUSINESS, CONCENTRATED STOCK
POSITIONS, ARTWORK, REAL ESTATE AND PRIVATE EQUITY - Erica Lord
___ Session 5B: THE SECURE ACT AND SECURE ACT 2.0 - Robert Kirkland
___ Session 6B: NEW FRONTIERS IN THE EXERCISE OF TRUSTEE DISCRETION: DUTIES OF THE TRUSTEE CONCERNING REQUESTS
FROM OR ON BEHALF OF A BENEFICIARY - Beth Gansen Knight
___ Session 7B: SUBSTITUTE VS. SUPPORTIVE DECISION MAKING: OPTIONS AND POTENTIAL CONSEQUENCES
FOR CLIENTS WITH DIMINISHED CAPACITY - Sandra Glazier
___ Session 8B: TRUST MODIFICATIONS AND TRUST TERMINATIONS: UNINTENDED TAX CONSEQUENCES AND HOW
TO AVOID THEM - Ed Morrow & Paul Hood
Friday September 27th, 2024
Track A Sessions
___Session 9A: “YOU’RE FIRED: NO, I QUIT!” THE HOWS AND WHYS OF TERMINATING THE ATTORNEY-CLIENT RELATIONSHIP - Bruce Ross ___Session 10A: HIDDEN TRAPS USING CRUMMEY POWERS AND HOW TO ESCAPE THEM - Sean Weissbart & Kyle Durante
___Session 11A: NAVIGATING CONFLICTS OF INTEREST AND OTHER ETHICAL MINEFIELDS WHEN REPRESENTING
MULTIPLE GENERATIONS - Parker Taylor
___ Session 12A: COMPARISON OF GRANTOR VS NON-GRANTOR TRUSTS: AN ANALYSIS OF THE TECHNIQUES THAT USE
GRANTOR TRUSTS TO THE TECHNIQUES THAT USE NON-GRANTOR TRUSTS - David Handler
___ Session 13A: CYBER SECURITY: BEST PRACTICES IN SAFEGUARDING CLIENT COMMUNICATIONS
AND CLIENT FILES - Stuart Kohn & Lisa Vandesteeg
___ Session 14A: OF SWIFTIES AND SKIPPIES: A MODERN TAKE ON THE GST TAX STRAIGHT FROM THE (NOT SO)
TORTURED PLANNERS DEPARTMENT - Steven Bonneau
___ Session 15A: TYING IT ALL TOGETHER: REVIEW OF CONFERENCE PRESENTATIONS AND KEY TAKEAWAYS
Turney Berry & Charles “Clary” Redd
Track B Sessions
___ Session 9B: MOVING TIME: OVERCOMING TOO MUCH VALUE IN GST VULNERABLE TRUSTS - Chris Siegle
___ Session 10B: A VIEW FROM THE TRENCHES: CURRENT ISSUES IN TRANSFER TAX AUDITS AND LITIGATION - John Porter
___ Session 11B: ARTIFICIAL INTELLIGENCE (“AI”) IN THE T&E PRACTICE: DUTY OF COMPETENCE, UNAUTHORIZED PRACTICE AND
OTHER ETHICAL CONSIDERATIONS - Gerry Beyer
___ Session 12B: PROVIDING THE SPOUSE WHO CREATED THE SLAT ACCESS TO SLAT’S ASSETS IF THE BENEFICIARY SPOUSE DIES OR IS
DIVORCED AND OTHER OVERLOOKED CONCERNS TO ADDRESS WITH SLATs - George Karibjanian
___ Session 13B: CORPORATE TRANSPARENCY ACT: AN UPDATE ON HOW CTA INTERSECTS WITH TRUSTS INCLUDING
ETHICAL CONSIDERATIONS - Jocelyn Borowsky
____ Session 14B: USING THE GRANTOR TRUST SUBSTITUTION POWER FOR A GRANTOR TRUST’S ENCUMBERED REAL ESTATE:
OBSTACLES, TRAPS TO AVOID AND POTENTIAL SOLUTIONS - Stephen Breitstone
