Planning Techniques for Large Estates 2018

Transcription

1 ANNUAL ADVANCED COURSE and LIVE VIDEO WEBCAST Planning Techniques for Large Estates 2018 LOOK INSIDE! Newly Updated to Include the Impact of Tax Reform. APRIL 25-27, 2018 AUSTIN, TX

2 PLANNING CHAIRS (also on faculty) Stephen R. Akers Senior Fiduciary Counsel, Bessemer Trust Company, N.A. Malcolm A. Moore Chair Emeritus Melissa J. Willms Davis & Willms, PLLC FACULTY Ronald D. Aucutt McGuireWoods LLP David C. Blickenstaff Schiff Hardin LLP Mickey R. Davis Davis & Willms, PLLC Gregory V. Gadarian Gadarian & Cacy, PLLC Carrie A. Harrington Levenfeld Pearlstein LLC Lawrence P. Katzenstein Thompson Coburn LLP Mark E. Osborne Osborne, Helman, Knebel & Scott, LLP Charles L. Ratner Senior Director, Washington National Tax, RSM US LLP Richard B. Robinson Robinson, Diss and Clowdus, P.C. Susan D. Snyder Trust Counsel, Northern Trust R. Eric Viehman Ytterberg Deery Knull LLP ALI CLE Staff Robert Rushton Amazing materials, subject matter and presentations. ALI CLE is the only CLE provider where the focus is truly on increasing the practice proficiency of attendees. By far one of the best courses I have attended. Lots of interaction with the speakers. Presenters are some of the best, well-known national speakers on their topics CLE CREDIT HOURS, INCLUDING 1.00 HOUR OF ETHICS CPE CREDIT HOURS IN TAXATION (group-live and group internet-based programs) Go to to register online or for more information about the program, hotel accommodations, study materials, and CLE/CPE credit.

3 Go to for more information or to register online PROGRAM OVERVIEW This is my fourth time attending this course, and I always walk away feeling that I have learned many new ideas that will translate into better results for my practice. Advising high net worth clients always requires weighing a special set of estate planning options, but this year demands an additional understanding of the impact of the recent tax reform. While continuing to develop the best strategies for complex trusts, gift and generation-skipping transfer taxes, and life insurance planning, estate planners in 2018 will also need to review clients existing plans and potentially revise related documents to reflect the latest estate and gift tax exclusions and generation-skipping transfer tax exemption. Be prepared to answer your clients tough questions and tackle the new reality of estate planning. Come to Planning Techniques for Large Estates 2018 to keep current on the effects of tax reform on estate planning, hear practical updates on other recent and significant developments, and get expert guidance on the latest planning techniques designed to preserve wealth for future generations. Register today! Join us in Austin for constructive, and sometimes rousing, discussions about the direction of estate planning practice, along with ample opportunities to network with other sophisticated professionals from across the country. AGENDA ALL TIMES CENTRAL WEDNESDAY, APRIL 25 8:15 AM Registration and Continental Breakfast 8:55 AM Welcome and Announcements ALI CLE Staff 2:15 PM Networking and 2:30 PM Basis Adjustment Planning 4:00 PM Trustee and Beneficiary Powers that Won t Create a Tax Disaster 5:30 PM Adjournment for the Day Video WEBCAST SEGMENT A 9:00 AM Directed Trusts and Other Trust Modifications 10:15 AM Networking and 10:30 AM Managing and Mitigating Fiduciary Liability 11:45 AM Lunch with Faculty and Registrants (lunch provided by ALI CLE) Video WEBCAST SEGMENT B 12:45 PM Marital Planning and Portability THURSDAY, APRIL 26 7:00 AM Networking Session and Continental Breakfast Video WEBCAST SEGMENT C 8:00 AM Life Insurance Planning 9:00 AM Generation Skipping Transfer Tax Planning 11:30 AM Networking and Refreshment Break 10:45 AM Current Developments, including Tax Reform

4 11:45 PM Lunch Break (on your own) Video WEBCAST SEGMENT D 1:00 PM Current Developments, including Tax Reform (cont d) 2:30 PM Networking and 2:45 PM Life Insurance Planning 4:15 PM Adjournment for the Day FRIDAY, APRIL 27 7:00 AM Networking Session and Continental Breakfast Video WEBCAST SEGMENT E 8:00 AM Grantor Trust Rules 9:00 AM Chartiable Planning Techniques 10:30 AM Network and 10:45 AM Sales to IDITs, GRATs, etc. 12:15 AM Lunch Break (on your own) Video WEBCAST SEGMENT F 1:30 PM Planning with Entities Following Tax Reform 3:00 PM Network and 3:15 PM Your Secrets Are Safe With Me (I Think) -- Protecting Privilege When Planning for Large Estates (Ethics) 4:15 PM Adjournment ADDITIONAL INFORMATION HOTEL ACCOMMODATIONS A room block is available until April 3 at the Sheraton Austin Hotel at the Capitol at the rate of $219 per night, single or double occupancy, unless the block sells out before that time. Registrants must make their own reservations by calling the hotel at (512) Please indicate that you are attending the ALI CLE program to qualify for the discounted room rate. An online reservation link and related details can also be found at under the Venue tab. STUDY MATERIALS Course materials will be available in electronic format for download the week before and during the course. Print materials will not be distributed. All registrants are advised to bring laptops or tablets to the course to view the course materials, including updates. Go to for more info about: Registration/cancellation/requirements for persons with disabilities/scholarships. MANDATORY CLE CREDIT ALI CLE programs are accredited in all MCLE jurisdictions. Credit in CO is available by reciprocity; credit in ID, LA, and RI is available upon request. For specific information on CLE, CPE, or other professional accreditation in your state, TeamMCLE@ali-cle.org, go to or call CLE-NEWS. NASBA ALI CLE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www. nasbaregistry.org. For information on ALI CLE s complaint and refund policies, call Customer Service at (800) CLE-NEWS. CPE Credit hours for this course: 24.0 in Tax. Objectives: Maintenance of professional competence as a practitioner; provision of information on recent legal developments; development of proficiency in performance of intricate and complex legal tasks within a narrow area. Suggested Prerequisite: Experience in legal practice in subject matter. Level of Instruction: Advanced

5 PRICING DETAILS STANDARD RATE $1,799 WEBCAST RATE $1,399 SAVE 30% SAVE 50% GOVERNMENT RATE CONTACT ALI CLE CUSTOMER SERVICE AT 800-CLE-NEWS [ ] OR GROUP RATE $899* FOR EACH ADDITIONAL REGISTRANT, $1,799 FOR FIRST REGISTRANT *Discounts valid on new registrations for in-person course only; may not be combined with other offers, including group discounts. ALI CLE makes a limited number of full and partial scholarships available; for more information, go to