Advanced Estate Planning Summit - Spring 2023

Advanced Estate Planning Summit - Spring 2023

Regular price $299.00

Gain new insight and legal strategies for your law practice from some of the most prestigious estate planning experts presenting on timely topics at our Advanced Estate Planning Summit!

The Trust Protector: Trustee Watchdog or Expensive Exotic Pet?

Presented by: Karen L. Witherell, JD & Alexander A. Bove, Jr., JD - Bove & Langa Law Firm

Many of us see the trust protector as a panacea for any current and future problems in an existing trust. While this may be true to an extent, serious questions remain as to a trust protector’s best use and the powers we give them. We will explore and learn the following to resolve these questions:

  • Review the current law and relevant cases regarding trust protectors
  • Sound basis for deciding whether to declare fiduciary status
  • Important drafting issues to keep in mind to ensure flexibility in your document and avoid common pitfalls

The New Normal for Charitable Tax Planning

Presented By: Justin T. Miller, JD - Evercore Wealth Management, LLC

Recent tax reform complicates strategies for tax-efficient charitable contributions. Using actual client experiences, this session explores practical solutions and innovative ways to help donors evaluate their options and make good decisions about tax-effective giving. Specifically, we will take an in-depth look at the following:

  • Charitable individual retirement account (IRA) rollovers
  • Legacy IRAs • Lifetime charitable remainder annuity trusts
  • Charitable gifts from trusts and estates
  • Private foundation investment tax
  • Donor-advised fund distribution requirements
  • Program-related and socially responsible investments
  • Charitable limited liability companies

Understanding the Beneficiary Deemed Owner Trust

Presented By: Edwin P. Morrow III, JD - Huntington National Bank

Modern estate planning should include a focus on income tax planning. We will learn how to create irrevocable trusts that treat the beneficiary as the grantor for income tax purposes, the so- called beneficiary deemed owner trust provisions, and how to draft an irrevocable trust to save thousands of dollars of income tax each year.

Grantor Retained Annuity Trusts

Presented By: Jeremiah W. Doyle, IV, JD - BNY Mellon

During this session we will explore the basic rules for establishing a grantor retained annuity trust (GRAT). Specifically, we will learn the following to appropriately plan for our clients:

  • The use of long-term versus short-term GRATs, including short-term rolling GRATS and zeroed- out GRATs
  • GRATs with increasing annuities
  • What types of assets are most effective with GRATs
  • GRAT asset allocation
  • The income, estate, gift, and generation-skipping aspects of GRATs

CLE: 5.0 General credits 

States Pre-Approved: AR, CA, FL, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

Eligible to claim credit in: AK, AZ, CT, MO, ND, NH, TX

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance


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