Program 1:

Thursday, December 7, 2023

Program 1 Topics:

Use of Trusts

Trust Flexibility

Asset Protection

Spousal Planning and Joint Spousal Trusts

Drafting for Directed Trusts

Retirement Planning

Program 2:

Friday, December 8, 2023

Program 2 Topics:

Digital Assets

Life Insurance/Viatical Settlements


Elder Planning

Charitable Planning/ Charitable Trusts

Business Planning

Estate Planning and Reproductive Technology

Program 3:

Thursday, February 22, 2024

Program 3 Topics:

Tax Planning in Anticipation of Tax Cuts and Jobs Act 2025

Future of AI in Digital Resurrection of the Deceased Planning Considerations

Probate and Trust Codes, Required Notices and Creditor Claims

Settling and Fixing Trust Disputes and Problems by Modification and Reformation

Releases and Legal Fees

Problems with Estate Assets

Program 4:

Friday, February 23, 2024

Program 4 Topics:

Overview of Estate and Trust Litigation

Decanting – Structuring to Minimize Disputes

Mineral Interest and Planning Techniques

Representing Trustees and Executors and Managing Fiduciary Risk

Ethics, Malpractice and Representation of Parties

Litigating Claims for Breach of Trust

A View from the Bench

Program 5:

Thursday, May 9, 2023

Program 5 Topics:

Current Developments in Taxation

Building and Sustaining Trust and Estate Practice

Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation for State Planners
Fiduciary Income Tax

Gift Tax Topics: Returns, Adequate Disclosure and Client Communication
State Taxation

Program 6:

Friday, May 10, 2023

Program 6 Topics:

Corporate Transparency Act

Tax Smart Charitable Gifts and Bequests with Retirement Assets

529 Plans

Generation Skipping Transfer Tax: Myths and Mysteries

Defending Valuation on 706/709