7:30 a.m.

Registration and breakfast

8:20 a.m.

Welcome and Opening Remarks

8:30 a.m.

Thursday Keynote: Tax Update by Sam Donaldson

10:30 a.m.

Break

10:45 a.m.

Option A: Fiduciary Update by Dana Fitzsimons        

Option B: Charitable Planning by Ed Beckwith

12:00 p.m.

Lunch: What We Don’t Talk About When We Talk About Estate Planning by Bill Sanderson

1:30 p.m.

Option A: The Impact of Connelly by Michael Amoia and Vivian Huang        

Option B: The Grantor Trust Rules by Bob Danforth                 

2:45 p.m.

Option A: Business Succession Planning by Steffi Hafen     

Option B: Moore: Spousal Unity Rule Unconstitutional as to Trusts Post-divorce; Constitutional Basis for SLATs as Non-Grantor Post-divorce by Austin Bramwell

4:00-6:00 p.m.

Reception

7:30 a.m.

Registration and breakfast

8:30 a.m.

Friday Keynote: Decanting/Advanced Planning with GRATs and Issues Raised by the Elcan Case by Diana Zeydel           

10:30 a.m.

Break

10:45 a.m.

Option A: Private Family Trust Companies/Directed Trusts by Collins Brown

Option B: Strategic Tax Planning with State and Federal Tax Credits: Background, Mechanics, & Expected Benefits by Harris Sinsley

12:00 p.m.

Lunch: Incorporating Income Tax Planning into Estate Freeze for Negative Capital Account Real Estate by Jerry Hesch and Clint Wallace       

1:30 p.m.

Income Tax Consequences of Termination of Grantor Trust Status During the Grantor’s Life and at Death by Brant Hellwig and Bob Danforth

2:30 p.m.

Break

2:45 p.m.

Option A: Estate Planning with Pets by Kelli Brown

Option B: Estate Planning Ethics of AI by David Sella-Villa

4:00 p.m.

Adjourn