Wednesday October 28th, 2026
___ Session 1: Greeting Jerome M. Hesch - Using Artificial Intelligence in Your Practice:
Cybersecurity and Ethics Concerns~ Louis Harrison & Fran Krasnow
___ Session 2: AI Practical Applications You Can Use Now To Improve Your Practice and Thoughts To Ponder
for the Future ~ Martin Shenkman, Alan Gassman & Johnathan Blattmachr
___ Session 3: Current Developments of Importance to Estate Planners - Turney Berry and Charles Redd
___ Session 4: Family Law Considerations in Estate Planning for Married Couples: Navigating the Ethical Minefield ~ Bruce Stone
Thursday October 29th, 2026
Track A Sessions
___ Session 5A: Getting Hitched Without the Hitches: Retirement Accounts in First and Second Marriages ~ Christopher Hoyt
___ Session 6A: Income Tax Treatment Upon Termination of Grantor Trust Status ~ Brant Hellwig
___ Session 7A: Business Valuation Land Mines Estate Planners Miss With Buy-Sell Agreements and QSBS Stock:
Guidelines To Consider ~ Nainesh Shah & Bruce Wood
___ Session 8A: Structuring Wealth Stewardship: Family Offices, Private Trust Companies, Purpose Trusts,
Discretionary Trusts, and Directed Trusts ~ Kim Kamin & Bobbi Bierhals
Track B Sessions
___ Session 5B: Conflicts of Law When Multistate Jurisdictions Apply ~ George Karibjanian & Craig Franke
___ Session 6B: The Migrating Client: What Lawyers in Common Law States Need To Know About
Community Property ~ Alan Gassman & Vincent Miranda
___ Session 7B: A Family-First Framework for Preserving the Family and Family Wealth Across Generations ~ Amanda Koplin & Martin Shenkman
___ Session 8B: Private Placement Life Insurance in Plain English: A Practical Primer for Advisors To Evaluate
When It Should Be Used ~ Brad Dillon & Arielle Lederman
Friday October 30th, 2026
Track A Sessions
___Session 9A: Modern Estate Administration: New (As Well as Old) Issues Arising After Death ~ Nikola Djuric
___Session 10A: Counseling Clients on Disinheritance: Navigating the Psychological,
Legal, and Ethical Minefield ~ Richard Franklin & Kim Kamin
___Session 11A: Navigating the Section 642(c) Minefield – Obtaining the Income Tax Charitable Deduction
for Estates and Non-Grantor Trusts ~ Jeremiah Doyle
___ Session 12A: Anatomy of Sections 2036 and 2038: Drafting To Avoid Their Application and Correcting Trusts
That Cause These Sections To Apply ~ Kevin Moore
___ Session 13A: Pre-Transaction Planning for the Family Business ~ David Handler & Beatrice Caplan
___ Session 14A: Demystifying Fiduciary Income Taxes When Navigating the Traps in the Fiduciary Minefield ~ David Berek
___ Session 15A: Integrating Income Tax Planning Into the Estate Plan for Partnerships Owning Mortgaged Real Estate:
The Preferred Partnership Freeze ~ Stephen Breitstone
Track B Sessions
___ Session 9B: They Shouldn’t Inherit My Problems! Dealing With Complex Holdings When We Just Want To Leave Easy Wealth (and Not Our Complicated Assets) to the Next Generation ~ David Rosen
___ Session 10B: Spousal Lifetime Access Trusts (SLATs): Ethical, Practical and Tax Considerations ~ James Dougherty
___ Session 11B: All Grown Up With No Place To Live: Exploring Options for Helping Children or Other Family Members
Acquire a Home ~ Judy Saxe & Jocelyn Borowsky
___ Session 12B: When Writings Might Constitute a Will Under the Harmless Error Rule ~ Sandra Glazier
___ Session 13B: Alternative Structures To Use Upon the Early Termination of Private Trusts
and Charitable Remainder Trusts ~ Edwin Morrow
____ Session 14B: Beware of Foreign Problems Lurking in Your US Trusts ~ Raj Malviya & Mary O'Reilly
