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100% Online Virtual Program

This year’s 47th Annual Institute will be delivered in an online virtual format that will allow you to remotely watch broadcasts of live presentations. We plan to record all sessions, and your registration fee will include online access for later viewing at your convenience.

 

 

 

Selected Topics & Speakers

Creative Planning Considering the Changing Political
Landscape and Possible Tax Consequences
Johnathan Blattmachr, Martin Shenkman & Sandra Glazier


When Worlds Collide: Beneficial Interests
in Trusts and Dissolution of Marriage
Sharan Klein & Sandra Glazier


Preferred Partnership Freezes
Steve Breitstone, Todd Angkatavanich & Joseph Medina


Insecure About The Secure Act? How to Draft Retirement Plans,
Beneficiary Designations and Estate Planning Documents

Robert Kirkland


Cross-border Families: Planning Tips
John M. Fusco


Partnership Income Tax Traps
Todd Steinberg


Tools and Strategies to Avoid Ethical Issues in Estate Planning
Alan Gassman & Jonathan Blattmachr


Community Property Tips and Traps for Lawyers in
Common Law States: Strategies for Migrating Clients

Gerry Beyer


More Than Creditor Protection: Practical Uses of a
Domestic Asset Protection Trust for Estate Planning
George Karibjanian


Freeze Planning for Non-GST Exempt Trusts and
QTIP Trusts Exposed to
2044 and 2519
Edward Morrow


Impact of Mortality Tables and 7520 Rates
on Charitable Split Interest Trusts
Jason Havens


The Uniform Basis Rules and Terminating Interests in Trusts Early

F. Ladson Boyle


When Tax, Estate and Business Planning Collides with
the Interests of Family Members: Ethics Traps and Tips

Robert Barton & Golnaz Yazdchi


Why Fiduciary Accounting May Be More Important Than You Think
Daniel Ebner & Ray Prather


The Ethics of Multijurisdictional Practice When Crossing State Lines
Roberta Mann


Existing Planning Techniques That Will
Still Work Even if Proposals Are Enacted
Austin Bramwell & Jessica Soojian


Disposing of Qualified Deferred Compensation to Charity
Christopher Hoyt


GST Planning Flexibility and Common Mistakes
Raj Malviya & Nathan Brawn


Trust Income Tax Issues That Are Confusing
Greg Gadarian

 

 
 
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For more information, call (574) 631-6691 or email dboulac@nd.edu

 

 

 

 

 

 

 

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