Representing Estate and Trust Beneficiaries and Fiduciaries 2018

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1 ANNUAL ADVANCED COURSE and LIVE VIDEO WEBCAST Representing Estate and Trust Beneficiaries and Fiduciaries 2018 The only national course that gives you a 360-degree view of the complex issues affecting fiduciaries and their relationship with beneficiaries JULY 19-20, 2018 CHICAGO

2 PLANNING CHAIRS (also on faculty) Steven M. Fast Day Pitney LLP Lauren J. Wolven Levenfeld Pearlstein, LLC FACULTY David C. Blickenstaff Schiff Hardin LLP Dominic J. Campisi Evans, Latham & Campisi, P.C. Jared R. Cloud McDermott Will & Emery Donald P. DiCarlo National Director Business Owner Advisory Services, Wilmington Trust Corporation Glenn W. Dowd Day Pitney LLP Gary B. Freidman Greenfield Stein & Senior, LLP Christopher Heintskill Levenfeld Pearlstein LLC Chris S. Hopkins Clark Hill PLC Frederick M. Hopkins Managing Director Wealth Strategies, Wilmington Trust Corporation MacKenzie A. Hyde Clark Hill PLC James L. Kronenberg Managing Director and Chief Fiduciary Counsel, Bessemer Trust Company, N.A. Robin Drey Maher Levin Schreder & Carey, LTD Bruce S. Ross Holland & Knight LLP Charles F. Schultz III FGMK, LLC. Suzanne L. Shier Wealth Planning Practice Executive and Chief Tax Strategist, Northern Trust Corporation Fredrick B. Weber Central Region Estate Settlement Services Practice Leader, Northern Trust Corporation ALI CLE Program Staff: Robert Rushton The course was very well planned and coordinated. The topics covered the gamut from fiduciary liability to estate and trust planning and related ethical issues to tax considerations CLE CREDIT HOURS, INCLUDING 2.75 HOURS 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 PROGRAM OVERVIEW An in-depth look at the divergent interests of trust and estate beneficiaries and fiduciaries This one-of-a kind program examines the shifting landscape that representatives of trust and estate beneficiaries and fiduciaries must navigate, focusing on industry practices that are, or are likely to be, the basis of conflict and challenge. Hear the perspectives of a broad-based national faculty and get practical strategies for representing the colliding interests of lawyers and settlors, beneficiaries and fiduciaries, and even among beneficiaries an area often missed in traditional trust and estate programs. Interactive panels and themed sessions devote equal parts to the latest tax, litigation, liability, and fiduciary developments. Register today! Learn from some of the best in the business in an environment that promotes formal discussion, as well as personal connections, with faculty and other experienced trust and estate professionals from across the country. WHO SHOULD ATTEND This advanced level program is designed for attorneys, fiduciary officers, executors, trustees, and accountants; investment advisers and risk managers; estate planning and estate and trust administration professionals; and others advising trust settlors, beneficiaries, and fiduciaries. AGENDA ALL TIMES EASTERN THURSDAY, JULY 19, :30 AM Registration and Continental Breakfast Morning Program Theme: Fiduciary Litigation Developments, Drafting, and Settlement WEBCAST SEGMENT A 8:30 AM Fiduciary Litigation Update, Part I: What We Have Learned and What We Had Better Learn 10:00 AM Networking and 10:15 AM Non-Judicial Settlement Agreements: Do They Virtually Bind? 11:00 AM Drafting Techniques in Fiduciary Pleadings and Papers: Titling Toward Advantage Procedurally and Substantively 12:00 PM Lunch Break (Provided by ALI-CLE) Afternoon Program Theme: Mediation, Trustee Issues, and Ethics

4 WEBCAST SEGMENT B 1:30 PM The Art of Making Mediation Work in the Pre-Mortem and Post- Mortem Dispute 2:30 PM The Charitable Beneficiary: From Both Sides Now 3:15 PM Networking and 3:30 PM Trustee Issues: Is Managing Business Interests Worth It? Is Good Faith Really a Standard of Care? Is the New Tax Act Old Business? 4:30 PM Engaging, and Disengaging, in Engagement Letters (Ethics) 5:30 PM Informal discussion and adjournment for the day FRIDAY, JULY 20, :30 AM Continental Breakfast Morning Program Theme: Litigation Developments, Study in Strategy, and Drafting Settlements WEBCAST SEGMENT C 10:15 AM Strategy Unique to Fiduciary Litigation: A Case Study of an Issue Relating to Issue 11:00 AM The Ins, and the Definitely Outs, of Drafting Settlement Agreements 12:00 PM Lunch Break Afternoon Program Theme: Estate Issues, Trust Taxation, and Ethics WEBCAST SEGMENT D 1:30 PM Tricks and Traps in Trust Taxation 2:30 PM The Conventional Conflict Check: Navigating the Conflicting Interests (Ethics) 3:30 PM Networking and 3:45 PM How Safe Are Those Secrets? Privilege Pitfalls and Pointers for Fiduciaries (Ethics) 4:30 PM Celebrity Estates: Lessons Learned Amidst the Entertainment 5:15 PM Informal discussion followed by adjournment of the course 8:30 AM Fiduciary Litigation Update, Part II: What We Learned and What We Better Learn 10:00 AM Networking and

5 ADDITIONAL INFORMATION COURSE LOCATION AND HOTEL ACCOMMODATIONS The program will be held at the Gleacher Center, located at 450 North Cityfront Plaza Drive, Chicago, IL A special rate has been arranged with InterContinental Chicago Magnificent Mile. Room rate: $229 per night, single or double occupancy. This rate will be made available until May 31, Registrants must make their own hotel reservations and reference the ALI CLE Representing Trust and Estate Beneficiaries and Fiduciaries program to qualify for the reduced rate. Reservations may be made by calling the InterContinental Chicago, 505 N. Michigan Avenue, Chicago, IL 60611, (312) Confirmations will be sent by the hotel. Please read the cancellation policy carefully. 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: For information on ALI CLE s complaint and refund policies, call Customer Service at (800) CLE-NEWS. CPE Credit hours for this course: 16.5 in Taxation (group-live and group-internet based programs). Learning Objectives: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner; provision of information on recent developments. Suggested Prerequisite: Limited experience in practice in subject matter or completion of Basic CLE/CPE Course in subject matter. Level of Instruction: Advanced