Seminar A: Effective Planning without Discounts

• Discounted but Not Defeated: Planning without Valuation Discounts
  Milford B. Hatcher, Jr.; David Pratt
  

Seminar B: Copy This: Intelligent Planning for Intellectual Property Rights

• Gone But Not Forgotten – Celebrity Estates and
  Intellectual Property Rights
  Max Gutierrez, Jr.; Adam F. Streisand

Seminar C: Tales from the Crypt: Lessons to Be Learned from Past Mistakes

• Tales from the Crypt: Lessons to Be Learned from Past Mistakes
  Charles D. Fox, IV; Thomas W. Abendroth

Seminar D: Navigating the Maze: Medicare, Health Care Reform and Retirement

• Navigating the Maze: Medicare, Health Care Reform and Retirement
  Vicki Gottlich; Deborah J. Tedford

Symposium I

• FATF and the Good Practices Guidance
  Henry Christensen, III; Duncan E. Osborne

Symposium II

• Marital Planning: A New Look in a New Environment
  Elaine M. Bucher; L. Henry Gissel, Jr.; Shirley L. Kovar

Seminar E: Roth IRAs, What are They and Why Should I Care?

• Roth IRAs, What are They and Why Should I Care?
  Marcia Chadwick Holt; Louis A. Mezzullo

Seminar F: Selecting the Best Donee: Public Charity, Donor Advised Fund, or Private Foundation

• Selecting the Best Donee: Public Charity, Donor Advised Fund, or Private Foundation
  Edward Jay Beckwith; Turney P. Berry; Michele A. W. McKinnon

Seminar G: What’s Hot and What’s Not Sophisticated Life Insurance Techniques

• Sophisticated Life Insurance Techniques
  Mary Ann Mancini; Lawrence Brody

Seminar H: In Terrorem Soup to Nuts: Drafting, Planning and Litigating No Contest Clauses

• In Terrorem Soup to Nuts: Drafting, Planning, and Litigating No Contest Clauses
  Margaret C. Lodise; T. Jack Challis; John A. Hartog

Hot Topics

• Hot Topics
  Ronald D. Aucutt;Carol A. Harrington, Stephen R. Akers

Techniques, Tools and Pitfalls in Changing Irrevocable Trusts

• Norris P.Wright; Kathleen R. Sherby
  

Decanting—An In Depth View of the Latest Technique

• M. Patricia Culler; Diana S.C. Zeydel

Application of These Structures, Strategies and Tools in Real Life Litigation—Do No Harm

• Clark R. Byam; Margaret E.W. Sager

The 2010 Estate Tax Law

• Ronald D. Aucutt; Lloyd Leva Plaine

Update on New and Proposed Regulations

• Catherine V. Hughes; Barbara A. Sloan

How to Keep Granny from Being Taken for a Ride: Issues in Interstate Protective Proceedings and the UAGPPA Solutions

• David M. English; Suzanne Brown Walsh

Seminar A: FLP/LLC Checklist and the Model LLC Operating Agreement

• The Best Laid Plans of Mice and Estate Planning Clients Often Go Awry -- Utilizing the FLP/LLC Checklist and Model LLC Agreement to Keeps Plans of Track
  Jerome A. Deener; T. Randall Grove; Nancy C. Hughes; Jonanthan J. Rikoon
  

Seminar B: Tax Apportionment - The Law and Forms

• Tax Apportionment -- The Law and Forms
  Professor Jeffrey N. Pennell; Cynthia Lamar-Hart

Seminar C: Preventing Malpractice Claims in an Estate Planning and Administration Practice

• Preventing Malpractice Claims in an Estate Planning and Administration Practice
  Dominic J. Campisi

Seminar D: Ethics and the Applicability of FATF Rules to Estate Planning Lawyers

• FATF and Patriot Act Requirements: What Should a Trust and Estates Lawyer Worry About?
  Judith McCue; Gideon Rothschild

Symposium I

• A Form Approach to Tax and Non-Tax Aspects of Drafting and Administering Trust Distribution Provisions
  Bruce Stone; Susan T. House

Symposium II

• Looking the Gift Horse in the Mouth: Donor Restrictions on Charitable Giving - the Good, the Bad and the Ugly
  Turney P. Berry; Edward Jay Beckwith; Carolyn C. Clark

Seminar E: What an Estate Planner and Trust Administrator Should Know about Investment Planning

• What an Estate Planner and Trust Administrator Should Know about Investment Planning
  Donna G. Barwick; Jeffrey J. Call; Ralph Heckert

Seminar G: The Nuts and Bolts of Private Trust Companies and Family Offices

• The Nuts and Bolts of Private Trust Companies and Family Offices
  Ronald D. Aucutt; Carol A. Harrington

Seminar H: Giving Your Trust a Facelift: Modifications, Change of Situs and Decanting

• Giving Your Trust a Facelift: Modifications, Change of Situs and Decanting
  Laird A. Lile

Hot Topics

• Hot Topics
  Susan T. Bart; Charles D. Fox, IV; Louis A. Mezzullo

Session I - The Mathematics of Estate Planning

• The Mathematics of Estate Planning—When to Pay Gift Taxes and
  What Techniques to Use to Leverage the Gift Tax Applicable Exclusion
  Amount
  Jonathan G. Blattmachr; Milford B. Hatcher, Jr.; David L. Weinreb
  

Session II - Income Tax Deductibility of Estate and Trust Expenses

• Income Tax Deductibility of Estate and Trust Expenses – Is Anything Deductible?
  George L. Cushing; Catherine V. Hughes; Bruce Stone

Session III - Planning With Grantor Trusts

• Planning with Grantor Trusts—Structuring a Grantor Trust to Maximize the Benefits and Minimize the Risks
  Stephen R. Akers; Carlyn S. McCaffrey; Diana S.C. Zeydel

Session IV - The Mathematics of Post-Mortem Estate Planning

• The Mathematics of Post-Mortem Estate Planning—When and How to Pay
  Transfer Taxes?
  George F. Albright, Jr.; Edward M. Manigault

• Session One
  Richard B. Robinson
  
  
• Session Two
  Richard L. Dees and Louis S. Harrison

Untying the Knot for the Not-So-Happy Couple—How to Plan for the Unstable Marriage

• Asset Protection Planning to Avoid Marital Claims
  Duncan E. Osborne
  
  
• What an Estate Planning Lawyer Should Know About Pre-Divorce Planning and Drafting Property Settlement Agreements
  Elaine M. Bucher
  
  
• The Federal Income and Transfer Tax Consequences of Marital Transfers
  Carlyn S. McCaffrey
  
  
• Ethical Considerations in Representing a Married Individual in an Unstable Marriage
  Charles M. Bennett

• The Annotated ACTEC Shareholders Agreement
  Nancy Schmidt Roush; Richard S. Scolaro and Steven B. Gorin
  

Seminar B

• Planning at Death’s Door: Estate Planning for the Terminally Ill Client
  T. Randolph Harris and Barbara A. Sloan

Seminar C

• From NASCAR Condominiums to Private Mausoleums: Keeping the Vacation Home in the Family
  Wendy S. Goffe and Gideon Rothschild

Seminar D

• Income Tax Issues Confronting T & E Lawyers-the Good, the Bad and the Ugly!
  Theodore B. Atlass and Steve R. Akers

Seminar E

• 100 Years is a Long Time for Planning—New Concepts and Practical Planning Ideas
  Henry Christensen, III and Michael L. Graham

• Beyond Will Contests: Pre-Death Theft, Confidential Relationships and Non-Probate Diversion of Assets and What to Do to Remedy Them
  David W. Kirch and James G. Pressly, Jr

• Answers to Your Questions About International Estate Planning
  M. Read Moore and Emily V. Karr

• Financial Analysis Meets Tax Planning: In-Depth GRAT Analysis and Comparison
  Jonathan G. Blattmachr; Diana S.C. Zeydel and Robert A. Weiss

Hot Topics

• Carlyn S. McCaffrey; Ellen K. Harrison and Mary Ann Mancini

Symposium I

• Hot Buttons on the New Uniforms: The Controversial Provisions of the UTC, UPOAA and UPMIFA
  Howard M. McCue III; David M. English; Linda S. Whitton and Susan N. Gary

Symposium II

• We’ll Sell the Business If We Can Pay No Tax
  Turney P. Berry; Joe M. Goodman and Richard B. Robinson