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Please note: The recordings do not meet the interactive or attendance verification standards required by most jurisdictions for CLE accreditation. Fellows seeking CLE credit are encouraged to contact the MCLE regulatory body in their state for rules and regulations regarding self-study/distance learning. Applications for CLE credit must be made directly with each state’s MCLE regulatory body

2023

Summer Meeting

Summer Stand-Alone Meeting

Stand Alone Program: Much Ado About Clients Finding, Friending and Firing Clients by Steven K. Mignogna (Moderator)

  • Session 1: Modern Marketing of the Trust and Estate Practice by Robert Barton, Craig M. Frankel, Wendy S. Goffe, Jill Lebowitz
  • Session 2: Setting the Table for Successful Retention & Billing by Peter T. Mott (Moderator), Adam T. Gusdorff, William Thomas Hennessey, III, Anita J. Siegel
  • Session 3: Maintaining the Client Relationship by Crystal West Edwards, Robert M. Harper, Daniel Hayward
  • Session 4: Breaking Up is Hard to Do…. Sometimes by Brian J. Felcoski, Cynthia G. Lamar-Hart, Warren K. Racusin

Annual Meeting

2022

Fall Meeting

Summer Meeting

  • Seminar 1: Migrating Between Community and Separate Property by Katherine C. Akinc, Karen Elizabeth Boxx, Kathryn von Matthiessen
  • Seminar 2: The Point and Counterpoint of Different Estate Planning Strategies by Mickey R. Davis (Moderator), Amy K. Kanyuk, Dennis I. Leonard, Carlyn S. McCaffrey, Edwin P. Morrow, III

Summer Stand-Alone Meeting

Stand Alone Program: Knock, Knock, Knockin’ on Heaven’s Door – Master Class in Estate Administration by Cynthia G. Lamar-Hart (Moderator)

  • First Stage: We’ve Only Just Begun – Starting off Estate Administration on the Right Foot by John M. Challis, Erica E. Lord, Linda J. Retz
  • Second Stage: Yesterday, All My Troubles Seemed So Far Away — Advising the Personal Representative in the Administration of the Estate by Michael H. Barker, Lora G. Davis, Travis Hayes, Justin T. Miller (Moderator)
  • Third Stage: Don’t Fall into a Burning Ring of Fire – After the Estate Tax Return is Filed by Keri D. Brown, James H. Cundiff
  • Fourth Stage: You Can’t Always Get What You Want – Funding Formulas and Other Issues in Finalizing an Estate by Paige K. Ben-Yaacov, Stacy E. Singer

Annual Meeting

  • Seminar A: Seminar A: Charitable Gift Vehicles: Which One(s) to Use, When, and Why by Brad Bedingfield, Erik Dryburgh, and Michele A.W. McKinnon
  • Seminar B: Seminar B: Hide and Seek with the Transparency Act – What Could Possibly Go Wrong? by Glenn G. Fox, Raj A. Malviya, and Kevin Shepherd
  • Seminar C: Seminar C: Surviving the Morass of Ethical Problems in Representing Multiple Clients in Complex Planning Situations by Charles D. Fox, IV, J. Lee E. Osborne, Professor Mary F. Radford, and Bruce Stone
  • Seminar D: Seminar D: Tricks and Tips on Navigating the Choppy Waters of International Estate/Succession Administration by Stéphanie Auféril, Dina Kapur Sanna, and J. Andrew P. Stone
  • Seminar E: Seminar E: The Twin “Ns” – NIL (name-image-likeness) and NFTs (non-fungible tokens) – How to Manage Them in Your Estate Planning Practice by Professor Gerry W. Beyer and Chang H. Chae
  • Seminar F: Seminar F: Irrevocable Trusts and Marital Agreements by Wendy S. Goffe, Peter M. Walzer and Kimberly R. Willoughby
  • Symposium I: Interview with the IRS Commissioner by Stephanie Loomis-Price and IRS Commissioner Charles P. Rettig
  • Symposium II: The Forgotten 40 Acres: Repairing Racial Wealth Disparity Using the Estate Tax and New Charitable Incentives by Sarah Moore Johnson, Raymond C. Odom, and Professor Phyllis Taite
  • Hot Topics From a Rollercoaster Ride of a Year by Stephen R. Akers, Todd Angkatavanich, Sarah S. Butters, and Beth Shapiro Kaufman

2021

Fall Meeting (Virtual – Video Recordings & Materials)

Summer Meeting (Virtual – Video Recordings & Materials)

Diving Deep into Drafting Issues in 21st Century Estate Plans Moderated by Ronald D. Aucutt

June (Virtual – Video Recording & Materials)

Annual Meeting (Virtual – Video Recordings & Materials)

March (Virtual – Video Recording & Materials)

2020

Fall Meeting (Virtual – Video Recordings & Materials)

September (Virtual – Video Recordings & Materials)

Summer Meeting (Virtual – Video Recordings & Materials)

April (Virtual – Video Recordings & Materials)

Annual Meeting

  • Seminar A: Loose Lips Might Sink Ships – The Ethics of Disclosures and Testimony by Estate Planners: Tips, Tools and Trade Secrets by Kim D. Fetrow, Shaheen I. Imami and Leiha Macauley
  • Seminar B: Thinking of Naming a Foreign Person as a Fiduciary? Think Twice. Beneficiaries Living Abroad? Check Thrice by Lyat Eyal, Michelle B. Graham, Patrick Francis Harney and Kevin E. Packman
  • Seminar C: When ART and 23andMe® Shake the Family Tree: Updating Estate Plans for Changing Families by Sarah Moore Johnson, Professor Kristine S. Knaplund and Joshua S. Rubenstein
  • Seminar D: Lawyer Well-being — Forrest Gump and the Practice of Law: Did you know that Stress Reducing Techniques for Lawyers are also Life Enhancing Strategies? by Louis S. Harrison, Michaelle D. Rafferty and M. Allison Taylor
  • Seminar E: Retirement and Estate Planning after the SECURE Act by Natalie B. Choate and Steven E. Trytten
  • Seminar F: Just Because You Are Still Alive Doesn’t Mean You Cannot Probate Your Will: Ante-Mortem Probate as the Ultimate Will Contest Prevention Technique by Professor Gerry W. Beyer, Michael M. Gordon and Sally H. Mulhern
  • Seminar G: Uniform Prudent Management of Institutional Funds Act (UPMIFA) Conundrums: Issues in Making and Managing Charitable Gifts by Reynolds T. Cafferata, Erik Dryburgh and Professor Susan N. Gary
  • Seminar H: Having Your Cake and Eating it, Too – Transfer Planning for the Moderate ($11 Million+) Estate by Jocelyn Margolin Borowsky, Barry A. Nelson and Gideon Rothschild
  • Symposium: What You Don’t Know Can Hurt You: The Impact of Unconscious Bias on the Practice of Law (Elimination of Bias/Ethics) by Kathleen Nalty and Stephanie L. Terry Perry
  • Hot Topics by Cynda C. Ottaway, Todd Angkatavanich, Keri D. Brown

2019

Fall Meeting

Estate Planning in the 21st Century: Using Positive Strategies to Foster Client Happiness and Well-being.

  • Session I: Alternative Investments: An Investment Dream – A Planning Nightmare. Moderator: Katarinna McBride Speakers: David C. Blickenstaff, Mark R. Parthemer, Robert M. Weylandt.
  • Session II: Negotiating and Drafting Charitable Gift Agreements to Avoid the Courts and the Attorney General’s Office. Speakers: Mark Pacella, Alan F. Rothschild, Jr., and Karen M. Stockmal.
  • Session III: Lending as a Creative Planning Solution: Understanding the Bad and Avoiding the Ugly, So All is Good. Speakers: F. Peter Conaty, Raymond J. Koenig, III, and Rebecca Wallenfelsz.

Summer Meeting

  • Session 1: The Role of the Lawyer in the Global Fight Against Money Laundering and Terrorist Financing (ETHICS) by Carolyn Ann Reers, Martin J. Rochwerg
  • Session 2: Going the Distance: Examination of Estate Planning Across the World’s Longest International Border by Leigh-Alexandra Basha, Raj A. Malviya, Cheyenne J.H. Reese, Carmen S. Theriault
  • Session 3: Critical Cross Border Considerations for Clients Who Travel and Live Internationally by Professor David M. English, Gail E. Mautner, Deborah J. Tedford

Stand Alone

Restocking the Trusted Advisor’s Toolkit with Income Tax Planning Strategies

  • Session 1: Introduction and Income Taxation of Individuals by Professor Samuel A. Donaldson, Gregory V. Gadarian
  • Session 2: Social Security and Medicare Benefits by Gregory V. Gadarian
  • Session 3: Income Taxation of Estates and Trusts by David A. Berek, Professor Samuel A. Donaldson, Karen Sandler Steinert
  • Session 4: Income Taxation of C Corporations, S Corporations and Partnerships by Professor Samuel A. Donaldson, S. Stacy Eastland, Brian C. Sparks
  • Session 1: C Corporations, S Corporations and Partnerships – Planning Opportunities and Special Considerations by S. Stacy Eastland, Brian C. Sparks
  • Session 2: C Corporations, S Corporations and Partnerships – Strategies and Planning Techniques by S. Stacy Eastland, Brian C. Sparks
  • Session 3: Planning for Special Assets by Edwin P. Morrow, III
  • Session 4: Wrap up and Q&A by S. Stacy Eastland, Gregory V. Gadarian
  • Lessons From Stacy Eastland by Gregory V. Gadarian

Annual Meeting

  • Seminar A: The Future Is Here: Dealing With Bitcoins And Cryptocurrencies In Tax And Estate Planning
  • Seminar B: The Basis Adjustment Toolkit: Shift, Manage, And (Consistently) Report Basis
  • Seminar C: The Trust Has Moved Under Your Feet: Do You Feel The Rules Tumbling Down?
  • Seminar D: The Ethics Of Negotiation: Oh, The Places You Can’t Go!
  • Seminar E: Warring Siblings, Second Spouses, And Quirky Personalities: The Neuroscience And Handling Difficult Beneficiaries
  • Seminar F: Changing Or Unwinding Irrevocable Trusts: Modification, Decanting, Reformation, And More
  • Seminar G: Whose Will Is It – Does Settlor Intent Matter?
  • Seminar H: “it’s Not My Fault! The Devil Made Me Do It.” Fiduciary Liability Under The Uniform Directed Trust Act
  • Symposium: “i’m Sorry Dave. I’m Afraid I Can’t Do That.” – The Impact Of Artificial Intelligence On Estate Planning And Administration
  • Hot Topics:

2018

Fall Meeting

  • Session I: Washington Insiders: How The Sausage is Made – by Beth Shapiro Kaufman, Christopher Arneson, Austin W. Bramwell, Karlene Lesho
  • Session II: Practice Made Perfect: Lessons from the Tax Court Bench – by Stephanie Loomis-Price, The Honorable Albert G. Lauber, The Honorable Cary Douglas Pugh
  • Session III: Wills and Wishes of the First Couples – by Laird A. Lile, Suzanne L. Shier
  • Session IV: Tax Reform Could Make Divorce a Whole Lot More Taxing – by Carlyn S. McCaffrey, Justin T. Miller, Michael F. Teitler
  • Session V: IRC Section 199A: Down The Rabbit Hole – by Joshua E. Husbands, Richard H. Greenberg, Gene Wolf
  • Session VI: Restoring Civility and Professionalism in Attorney Communications in the Digital Age – by Katarinna McBride, Louis S. Harrison, Karin C. Prangley

Summer Meeting

Are The Kids Alright? Modern and Practical Challenges of Minors in Estates and Trusts

  • Session 1: Who(se) Are You? – by Professor William P. LaPiana, Gerard G. Brew, Bruce Stone
  • Session 2: Navigating Between the Hard-Knock Life and Easy Street When Passing Assets to Children – by Jane Gorham Ditelberg, The Honorable Christine Butts, Judge James G. Riley (Ret.)
  • Session 3: (Not Your or) My Generation: Litigation Issues Involving Children – by Raymond Joseph Koenig, Shane Kelley, Robert N. Sacks

Stand Alone

The Life Cycle of a Business Entity: What You Need to Know to Advise Your Clients in Business Matters

  • Introduction & Background Materials
  • Session 1: Getting Started; Choice of Entity; Formation of Entity – by Steven B. Gorin, T. James Lee, Hollis F. Russell
  • Session 2: Governance, Operation, and Management of an Entity – by Lora G. Davis, Kevin Matz, M. Allison Taylor
  • Session 3: Special Topics in Family Businesses, Part One – by Kurt A. Sommer, Andrea C. Chomakos, Joshua E. Husbands, Nancy Schmidt Roush
  • Session 4: Special Topics in Family Businesses, Part Two – by Brian C. Sparks, Thomas W. Abendroth, Carrie E. Byrnes, Michael D. Whitty
  • Session 5: Wind Down, Sale, or Transition of Business – by Louis S. Harrison, T. Randall Grove, Melissa J. Willms
  • Session 6: Keeping it Together—Ethical Considerations in Representing Family and Business (Ethics) – by John T. Rogers, Jr., Paige K. Ben-Yaacov, J. Lee E. Osborne, Professor Mary F. Radford

Annual Meeting

  • Seminar A: State Law Pitfalls: Don’t Step in It When Your Client Steps Across State Lines – by Gerry W. Beyer, Jocelyn Margolin Borowsky, Katherine E. Ramsey
  • Seminar B: Elder Financial Abuse: The Crime of the 21st Century (Ethics) – by Keith Bradoc Gallant (Moderator), Kristen M. Lewis, Professor Mary F. Radford, Peter S. Stern
  • Seminar C: New Partnership Audit Rules: Why They Are so Important for Estate Planners – by James Calzaretta, Steven B. Gorin, T. James Lee
  • Seminar D: One Will to Rule Them All (or Not!) – by Tina Wüstemann, Clare Maurice, Christian von Oertzen, Michelle B. Graham
  • Seminar E: Powers of Appointment: From Snoozy to Sexy – by Turney P. Berry, Tami Conetta, Neil T. Kawashima
  • Seminar F: Pre-Contest Planning (Ethics) – by Frederick R. Franke, Jr, Vivian Lee Thoreen
  • Seminar G: iWills 2.0 – by Robert B. Fleming, Susan D. Snyder, Bruce Stone, Suzanne Brown Walsh
  • Seminar H: Nothing is Certain but Death and Taxes – Well, Maybe Just Death – by Robert W. Goldman, Susan M. Holzman, Professor Tanya Marsh
  • Seminar I: The GoFundMe Revolution: What Happens Once the Money Has Been Raised? – by Professor Karen E. Boxx, Mary Alice Jackson P.C., Karin Prangley
  • Symposium I: 9100 Relief: Jumping Through the Hoops When You Learn You Have an “Oops!” – by Ronald D. Aucutt, Beth Shapiro Kaufman, Douglas L. Siegler
  • Symposium II: On the Road Again: Situs and the Resident Trust – by Richard H. Greenberg, Richard W. Nenno, Margaret E.W. Sager
  • Hot Topics: – by Turney P. Berry, Kimberly E. Cohen
  • Trachtman Lecture – by R. Hugh Magill

2017

Fall Meeting

  • Session I: New Edition of the Engagement Letters Guide for Practitioners Unveiled (ETHICS) – by Peter T. Mott (Moderator), J. Lee Osborne, Linda J. Retz, and Adam F. Streisand
  • Session II: “You’re Keepin’ Too Many Secrets from Me”: Lawyers and Other Advisors Working Together – Are Your Communications Privileged? (ETHICS) – by Kim Kamin (Moderator), Terrence M. Franklin, Jon Scuderi, and Michael D. Simon
  • Session III: Tech Do’s and Don’ts (ETHICS) – by Thomas L. Overbey (Moderator), James C. Worthington, Sr, and Michael D. Simon
  • Session IV: Domestic Asset Protection Trusts: 20th Anniversary – by W. Donald Sparks II (Moderator), Duncan E. Osborne and Amy K. Kanyuk
  • Session V: Creditor Protection with Tools of the Trade – by Robert K. Kirkland (Moderator), Lauren Y. Detzel and Gideon Rothschild
  • Session VI: Uniform Voidable Transactions Act – by George D. Karibjanian (Moderator), Richard W. Nenno and Daniel S. Rubin

Summer Meeting

Cultural Variables in the Estate Planning Relationship

  • Session I: Religious Considerations in Property and Inheritance Rights in Estate Planning – by Sarah Roubidoux Lawson, Jason S. Ornduff, Stacy E. Singer
  • Session II: Cultural Competency in Healthcare and End of Life Decision-Making (Ethics/Elimination of Bias) – by Wendy Goffe, Aubrey Lawlor, Akane R. Suzuki
  • Session III: International Variables in the Estate Planning Relationship: Understanding What Your Client Brings to the Table (Ethics) – by Kurt G. Rademacher, Carolyn Ann Reers, Joshua S. Rubenstein, Andrew H. Weinstein

Summer Stand Alone

The Life Cycle of a Charity

  • Session I: The Philanthropic Spark – by Edward Jay Beckwith, Martin Hall, Anne LeBleu, Michelle A.W. McKinnon, Shelley Whelpton
  • Session II: Getting Organized – by Merry Balson, Professor Susan N. Gary
  • Session III: Getting Launched: The Operational Challenges – by Jeffrey C. Thede, Gregory V. Olson, Sue Robinson
  • Session IV: Confronting the Unexpected and Remaining Relevant in an Ever-Changing World – by Martin Hall, Michelle A.W. McKinnon, Jeanette Lodwig, Andrew Schulz
  • Session V: Leaving a Legacy with Grace and Dignity – by Edward Jay Beckwith, Professor Susan N. Gary, Martin Hall, Michelle A.W. McKinnon

Annual Meeting

  • Seminar A: Valuation Issues and the Proposed Section 2704 Regulations – by Ronald D. Aucutt, Mickey R. Davis, Stephanie Loomis-Price
  • Seminar B: Charitable Bequests of Retirement Assets: Strategies, Traps, and Solutions – by Stephanie B. Casteel, Professor Christopher R. Hoyt, Robert K. Kirkland
  • Seminar C: Do You See What I See? Tax Transparency and the Common Reporting Standard – by Gail Cohen, M. Read Moore
  • Seminar D: Estate and Gift Tax Audits: Practice Tips from a Trial Lawyer’s Perspective (Ethics) – by Charles E. Hodges II, Jenny Johnson
  • Seminar E: Community Property in Common Law States: Stranger in a Strange Land? – by Bruce Stone, Jonathan D. Blattmachr, BethAnn Chapman, Alvin J. Golden
  • Seminar F: The Battle Over Trusts in Divorce—Invasion and Surrender – by Katarinna McBride, James D. Spratt, Jr., Michael Stegman
  • Seminar G: Estate Planning and Tax Issues Affecting C Corporations: Section 1202 Small Business Stock, Built-In Gain Discounts, Shareholder Contributions, Corporate Distributions and Other Related Issues – by Richard H. Greenberg, Stuart J. Kohn, Kevin Matz
  • Seminar H: Settlement Agreements: Considerations When Negotiating, Drafting and Enforcing Settlement Agreements Involving Probate, Trust and Guardianship Disputes – by Robert D. Borteck, Frayda L. Bruton, Gerald I. Carp, Homer Parent, III, Gary M. Ruttenberg, Glen A. Yale
  • Seminar I: A Tempting But Dangerous Marketing Strategy – “Wills on Wheels” – Don’t Be Caught – by an Unauthorized Practice of Law Claim (Ethics) – by Nancy C. Hughes, William Thomas Hennessey, III, Brian T. Williams
  • Symposium I: Planning for Privacy in a Public World: The Ethics and Mechanics of Protecting your Client’s Privacy and Personal Security (Ethics) – by John F. Bergner, Kris Coleman, Brian Hill
  • Symposium II:Issues with S Corporations or Look at that S Car Go – by Steven B. Gorin, Clinton Eugene Wolf
  • Hot Topics: – by Stephen R. Akers, Miriam W. Henry, Howard M. Zaritsky
  • Trachtman Lecture – by Hanson Reynolds

2016

Fall Meeting

Power, Money, Sex And Drugs – Elder Law In 21st Century America

  • Session I: Power
    Diminished Capacity: Definitions, Consequences And Proactive Planning – Why Our – by Laws Don’t Work, Richard E. Davis
    Adult Guardianships And Other Contested Proceedings – by James R. George, Diana S.c. Zeydel
  • Session II: Money
    Social Security,medicare And Medicaid – by Bernard A. Krooks, Deborah J. Tedford
    Long-term Care Insurance – by Prof. Lawrence A. Frolik
    The Use (And Abuse) Of Financial Powers Of Attorney, Funded Revocable Trusts And Adult Guardianships; Detecting, Redressing And Preventing Financial Elder Abuse – by Julia B. Meister, Keith Bradoc Gallant
  • Session III: Sex
    Marriage, Divorce And Pre And Post Nuptial Agreements – by Deborah J. Tedford

Practical And Ethical Challenges In A Trusts And Estates Practice

  • Session I: Internal Affairs – by Beth Shapiro Kaufman, Randy J. Curato, Karen Fahrner, Linda J. Retz
  • Session II: External Affairs — The Lawyer As Witness – by Steven K. Mignogna, Robert W. Goldman, Jessica A. Uzcategui

Summer Meeting

The Hats ACTEC Fellows Now Wear And May Wear In The Future

  • Session I: Law Firms as Fiduciaries (Multiple Models) – by Thomas E. Bator, Nancy E. Dempze, Martin Hall, Michael J. Puzo
  • Session II: Family Offices (Multiple Models) – by Kim Kamin, Prof. Charles E. Rounds, Michael D. Whitty, Chicago, IL
  • Session III: Trust Directors with Powers to Advise/Consent/Direct and with Powers of Protectors – by Kathleen R. Sherby, Suzanne L. Shier
  • Session IV: Why Doesn’t Everyone Do It — A Review of the Ethical and Practice Implications – by Leiha Macauley, C. Kevin McCrindle, J. Lee E. Osborne

Summer Stand Alone

Annual Meeting

  • Seminar A: “I Get a Kick Out of You” Understanding and Avoiding Tax Penalties – by Farhad Aghdami, M. Patricia Culler, Nancy G. Henderson
  • Seminar B: “Strangers in the Night” Middle of the Night Calls: What do you do when you get the urgent call? (Ethics) – by Stuart C. Bear, Katharine M. Davidson, Professor Mary F. Radford, Francis J. Rondoni
  • Seminar C: “The Best is Yet to Come” Preview of Issues Encountered in the Upcoming New Edition of the ACTEC Commentaries on the Model Rules of Professional Conduct (Ethics) – by Christopher H. Gadsden, Peter T. Mott, John T. Rogers, Jr.
  • Seminar D: “I’ve Got You Under My Skin” Are You Rolling The Dice on Trustee Fees? Drafting, Understanding, and Enforcing Reasonable Compensation for Trustees – by Tami Conetta, Margaret G. Lodise, Thomas L. Overbey
  • Seminar E: “My Way” What is the Donor’s Best Charitable Game? – by Reynolds T. Cafferata, Stephanie B. Casteel, Michele A.W. McKinnon
  • Seminar F: “The September of My Years” Setting Up Your Estate Planning and Probate Practice So You Can Retire With Ease – by Lynne K. Green, Herbert A. Stroh, Harry W. Wolff, Jr.
  • Seminar G: “L.O.V.E” The ABC’s of Estate Planning Acronyms and Service Marks – by Thomas W. Abendroth, Charles D. Fox, IV
  • Seminar H: “Night and Day”: What You Don’t Know Can Hurt You: Unconscious Bias In Law Practice – by Judith W. McCue, Kathleen Nalty
  • Symposium I: “For Once in My Life” You Can Take It with You — Assuring Compliance with Decedent’s Wishes in an Era of Litigation and Flexibility – by David A. Baker, Kristen E. Caverly, Honorable C. Jean Stewart
  • Symposium II: “Someone to Watch Over Me” Personal Assistants, Nannies, Caregivers, House Managers, Gardeners and Drivers: 21st Century Household Employee Issues – by Linda M. Doyle, Stephen P. Magowan, Elizabeth Quinn
  • Hot Topics: “It Was a Very Good Year” – The Best of the List-Serv – by Sarah S. Butters, Charles A. Redd, Steven E. Trytten
  • Trachtman Lecture – by Dennis I. Belcher

2015

Fall Meeting

What Can We Learn From A Uniform Act Even If Our State Has Not Adopted It, And What Should We Know If Our State Has Adopted It?

  • Session I: War And PEAC: Battling The Tech Industry Back To The Negotiating Table Over Fiduciary Access To Digital Property – by Anne W. Coventry, Victoria Blachly
  • Session II: Uncorking The Uniform Trust Decanting Act: What Decanting States, Prohibition States And Teetotalers Can Learn – by Susan T. Bart, Amy E. Heller
  • Session III: Life With And Without The Uniform Power Of Attorney Act: Drafting And Administering Financial Powers Of Attorney – by Margaret Van Houten, Professor Linda S. Whitton
  • Session IV: Taking The UTC Down The Pacific Coast Highway: Twists, Turns, Beautiful Views And Perilous Cliffs – by Turney P. Berry, Professor David M. English

Planning For and Administration of Selected, Regulated, and Unique Assets

  • Session I: What To Do When You Find Out Grandma Had A Gun Collection – by Wendy S. Goffe
  • Session II: Up, Up And Away: How To Navigate Through An Airplane Transfer – by Stacey D. Spivey, Cynda C. Ottaway
  • Session III: The Other Decanting – by Dominic J. Campisi, Wendy S. Goffe
  • Session IV: Planning For And Managing Estates Of Licensed Professionals – by Kurt A. Sommer
  • Session V: Art Endures, Laws Change – Now What? – by Professor Ann-Marie Rhodes, Jane Levine

Summer Meeting

  • What Your Client Really Cares About: Planning For and Dealing With Their Treasured Art and Collectibles – by Erin L. Prouty, Anne-Marie Rhodes, Bonnie Brennan, Tash Perrin, Leslie Wright

Summer Stand Alone

Annual Meeting

2014

Fall Meeting

Summer Meeting

Planning for Clients Who HATE Taxes: Is There a Magic Wand?

Summer Stand Alone

Alpha to Omega: Life Cycle of an Estate Plan

Annual Meeting

2013

Fall Meeting

Summer Meeting

Summer Stand Alone

The Anatomy and Life Cycle of a Trust

Annual Meeting

2012

Fall Meeting

Summer Meeting

Summer Stand Alone

Annual Meeting

2011

Fall Meeting

  • Session I: Real Life Experiences in Dealing with UPlAs – Practical Problems, Drafting and Other Solutions – by Gary J. Streft, Michael J. Cenatiempo
  • Session II: Income Taxation of Decedents, Trusts and Estates, and Related-Party Transaction – by Theodore B. Atlass, Mickey R. Davis
  • Session III: I Think You Made A Mistake: Watch What I Will DO TO YOU Now! – by Margaret E. W. Sager, Coyt Randal (Randy) Johnston, Bruce S. Ross
  • Session IV: Traps for the Tax Practitioner: Navigating Around Circular 230 and Other Hazards – by Christopher H. Gadsden, Jonathan G. Blattmachr, Mary Ann Mancini
  • Session V: Issues in Special Needs Trust Drafting and Administration byKim D. Fetrow, Keith Bradoc Gallant
  • Session VI: Retirement Plan Myth-Busters – by Natalie B. Choate, Steven E. Trytten

Summer Meeting

  • Session I: Dealing with the Partially Incapacitated Client: How to Prevent Financial Abuse, Undue Influence and Other Ills of Aging – by Professor Lawrence A. Frolik and Deborah J. Tedford
  • Session II: I Think I Might Have Made A Mistake – What Do I Do Now? – by Bruce Stone and Stanley Wakshlag
  • Session III: The Mathematics of Planning Gifts under Current Law — Using Shelters, the Impact of Portability, Structuring GRATS and More – by Diana S.C. Zeydel and Robert A. Wess

Summer Stand Alone

Annual Meeting

  • Seminar A: Why Superman & Copyright Matter to You – by Peter R. Afrasiabi, Chris Arledge
  • Seminar B: They Don’t Call Me Counselor for Nothing – Adding Value to Your Product and Strengthening Your Client Relationships – by Robert K. Kirkland, Anita J. Siegel, Harry W. Wolff, Jr.
  • Seminar C: Dealing with the Overlapping Roles of Individual Fiduciary, Business Manager and Beneficiary – by William L. Harbison, Margaret G. Lodise, James M. Maddox
  • Seminar D: 2701, a Trap for the Unwary – by Milford B. Hatcher, Jr., Louis A. Mezzullo
  • Seminar E: Something Old, Something New, Tax Forms and More, What’s in it for You? – by Lauren Y. Detzel, Laird A. Lile, Glen A. Yale
  • Seminar F: How to Hold the Title to that Ski Chalet in Switzerland and that Bank Account in France: Nuts and Bolts Issues in International Estate Planning – by Michelle Graham, Marilyn Piccini Roy, PhD, Jean-Marc Tirard, Carolyn Ann Reers
  • Seminar G: Family Foundation Case Studies – by Michele A.W. McKinnon, Professor Anne-Marie Rhodes, Jeffrey C. Thede
  • Seminar H: Immortality and the Law – by Turney P. Berry, Jonathan G. Blattmachr, Professor Ray D. Madoff
  • Symposium I: Report of the Estate Planning in the 21st Century Task Force – by Dennis I. Belcher, Professor Jeffrey N. Pennell, Susan D. Snyder, Bruce Stone
  • Symposium II: Are We Helping the End of Life Decision Process? The Role of the Living Will, Advance Medical Directive and Health Care Surrogates – by Linda Emanuel, MD, PhD, Susan P. Shapiro, PhD, Kathleen R. Sherby
  • Hot Topics: Recent Developments, Cases and Rulings in the Estate Planning Area – by Stephen R. Akers, Professor Samuel A. Donaldson, Carlyn S. McCaffrey
  • Annual Trachtman Lecture: Creed or Code: The Calling of the Counselor in Advising Families – by Ronald D. Aucutt

2010

Fall Meeting

Protecting the Attorney and the Client

  • Session I: Hot Topics — This Time a Study in Certainties – by Ronald D. Aucutt; Catherine V. Hughes; Beth Shapiro Kaufman
  • Session II: Can You Keep a Secret? A Look at Your Client’s Confidentiality Privileges – by C. Fred Daniels; James G. Pressly; Kurt A. Sommer
  • Session III: Anticipating the Audit Letter: Planning and Defending Against IRS Attacks on Entity Planning – by Patrick J. Green; T. Randall Grove; Stephanie Loomis-Price
  • Session IV: Current Developments in Asset Protection Planning Strategies – by Nancy Schmidt Roush; Gideon Rothschild; Barry A. Nelson
  • Session V: Practical Issues Arising During Trust Administration – by Mary Ann Mancini; Donna G. Barwick; James B. Bertles; Tami Foley Conetta; Trent S. Kiziah
  • Session VI: Mediation and Alternative Dispute Resolution from the Inside Out—What Every Estate Lawyer Needs to Know – by Gerard G. Brew; Robert N. Sacks; Steven L. Hearn

Summer Meeting

Practicing in Interesting Times

  • Session I: For the Lucky Ones: Administering Estates in 2010 – by Diana S.C. Zeydel; Mickey Davis; Julia B. Fisher; Louis S. Harrison
  • Session II: Formula Fantasy: Can Your Formula Clause Save You in 2010 and Beyond? – by Diana S.C. Zeydel; Mickey Davis; Julia B. Fisher; Louis S. Harrison
  • Session III: How to Do Right – by Not Doing Wrong: Keeping Our Clients from Jumping off Legal Cliffs (with Ourselves Attached) – by Bruce S. Ross; John A. Terrill

Summer Stand Alone

Annual Meeting

  • Seminar A: Effective Planning without Discounts – by Milford B. Hatcher; David Pratt
  • Seminar B: Copy This: Intelligent Planning for Intellectual Property Rights – by Max Gutierrez, Jr; Adam F. Streisand
  • Seminar C: Tales from the Crypt: Lessons to be Learned from Past Mistakes – by Thomas W. Abendroth; Charles D. Fox, IV
  • Seminar D: Navigating the Maze: Medicare, Health Care Reform and Retirement – by Vicki Gottlich; Deborah J. Tedford
  • Seminar E: Roth IRAs, What are They and Why Should I Care? – by Marcia Chadwick Holt; Louis A. Mezzullo
  • Seminar F: Selecting the Best Donee: Public Charity, Donor Advised Fund, or Private Foundation – by Edward Jay Beckwith; Turney P. Berry; Michele A.W. McKinnon
  • Seminar G: What’s Hot and What’s Not Sophisticated Life Insurance Techniques – by Lawrence Brody; Mary Ann Mancini
  • Seminar H: In Terrorem Soup to Nuts: Drafting, Planning, and Litigating No Contest Clauses – by T. Jack Challis; John A. Hartog; Margaret C. Lodise
  • Symposium I: FATF and the Good Practices Guidance – by Henry Christensen, III; Duncan Elliot Osborne
  • Symposium II: Marital Planning: A New Look in a New Environment – by Elaine M. Bucher; L. Henry Gissel, Jr; Shirley L. Kovar
  • Hot Topics: Recent Developments in Estate Planning – by Stephen R. Akers; Ronald D. Aucutt; Carol A. Harrington; Catherine V. Hughes

2009

Fall Meeting

It May Not Be Broken, But It May Need Fixing – Changing the Irrevocable Trust

  • Session I: Techniques, Tools and Pitfalls in Changing Irrevocable Trusts – by Kathleen R. Sherby; Norris P. Wright
  • Session II: Decanting – An In-Depth View of the Latest Technique – by M. Patricia Culler; Diana S.C. Zeydel
  • Session III: Application of These Structures, Strategies and Tools in Real Life Litigation – Do No Harm – by Clark R. Byam; Margaret E.W. Sager
  • Session IV: The 2010 Estate Tax Law – by Ronald D. Aucutt; Llyod Leva Plaine
  • Session V: Update on New and Proposed Regulations – by Catherine V. Hughes; Barbara A. Sloan
  • Session VI: How to Keep Granny from Being Taken for a Ride: Issues in Interstate Protective Proceedings and the UAGPPJA Solutions – by Professor David M. English; Sharon B. Gardner; Suzanne Brown Walsh

Summer Meeting

Not Your Father’s Estate Planning Topics: Clients on the Move, Succession Planning For Family Corporations, and Planning For Non-Traditional Families

  • Estate Planning for the Migrant Client: Tax, Community Property and Other Considerations – by Louis A. Mezzullo, Kathryn G. Henkel, R. Mark Williamson
  • Succession Planning for Family Corporations Using ESOPs and Other Techniques to Resolve Conflicting Goals – by Lee S. McCullough, Ann B. Burns, Steven B. Gorin, W. Waldan Lloyd
  • Same Sex Marriage – The View from Massachusetts in 2009 – by Virginia F. Coleman
  • Estate Planning for Unmarried Partners – by Joshua S. Rubenstein

Annual Meeting

  • Seminar A: What Happens When the Agent Disappears: Managing Life Insurance Policies Within an Insurance Trust After the Initial Premium Is Paid – by Ann B. Burns, Stephen R. Litman, Dale B. Stone
  • Seminar B: Special Needs Trusts: What You Don’t Know Can Hurt Your Clients (and You) – by Bernard A. Krooks, Ruth A. Phelps, Jefferey M. Yussman, Stuart D. Zimring
  • Seminar C: How to Profit Without Getting Carried Away: Carried Interests, Profits Interests or Black Holes? – by Milford B. Hatcher, Jr., Lee A. Wendel
  • Seminar D: Where There’s a Will, There’s Metadata: Are Your Clients’ (and Your Own) Secrets Really Safe? – by Patricia H. Char, Martha Dawson, Terrence M. Franklin, John T. Rogers, Jr.
  • Seminar E: Lawsuits Against Lawyers for the Plan You Do and the Plan You Don’t Do – by Those You Don’t Know – by Elaine M. Bucher, Bruce Stone, Adam F. Streisand
  • Seminar F: Section 2053 Says We Can Deduct Those, Right? – by M. Patricia Culler, Michael G. Kaplan, Trent S. Kiziah
  • Seminar G: Planning for the New Biology – by Henry M. Grix, Joshua S. Rubenstein, Professor Lawrence W. Waggoner, Susan S. Westerman
  • Seminar H: Crafting and Drafting Successful Conservation Easements – by William C. Bullitt, Professor Nancy McLaughlin, Kurt A. Sommer
  • Symposium I: I’m Happy and the Client Is Happy: Creative Practice Management Techniques to Match Excellent Estate Planning With the Client’s Willingness to Pay for Services – by Dennis Belcher, Louis Harrison, Nancy Hughes
  • Symposium II: Practice Tips From the Best in the Business – by Cynthia G. Lamar-Hart, Cynda C. Ottaway, Deborah J. Tedford, Robert E. Temmerman, Jr.
  • Hot Topics: – by Christine L. Albright, Anne J. O’Brien, Barbara A. Sloan
  • Trachtman Lecture: The Quiet Revolution in Modern American Trust Law: Evidence From Trust Income Tax Returns – by Professor Robert H. Sitkoff

2008

Fall Meeting

  • Session I: To Distribute or Not to Distribute: Case Studies in Discretionary Distributions – by Thomas W. Abendroth, Charles D. Fox, Susan Porter
  • Session II: The Rest of the Story: Income Tax Issues Related to Transfer Tax Planning With Grantor and Non Grantor Trusts – by T. Randolph Harris, Mary Ann Mancini, Howard S. Tuthill, III
  • Session III: Slicing and Dicing of Trustees’ Duties – by Dennis I. Belcher, Peter S. Gordon
  • Session IV: Planning Now for the Post Election Income Tax Changes – by Turney P. Berry, Richard B. Robinson
  • Session V: Getting into the Client’s (Testator’s) Head: A Lawyer’s Guide to Diminished Capacity and Use of Medical Experts – by Margaret G. Lodise, Dr. James E. Spar, Adam F. Streisand
  • Session VI: What’s New From Washington? – by Ronald D. Aucutt, Catherine V. Hughes
  • Session VII: When Worlds Collide: S Corps vs. QTIPs and T & E vs. M & A – by Richard A. Lang, Edward M. Manigault

Summer Meeting

Wisdom on the Mountaintop: Managing the IRS, the Recession, and Preparer Penalties

  • Session I: Entering the Dragon’s Lair—Know Where the Fire is Being Directed (and Avoid It?) – by Lloyd Leva Plaine, Kathleen R. Sherby
  • Session II: Estate Planning in a Low Interest Rate, Down Market: Making Lemonade Out of Lemons – by Milford B. Hatcher, Jr., Diana S.C. Zeydel
  • Session III: Caveat Preparer: Trials and Tribulations For Estate Planners Under Tax Penalties New and Old – by Louis A. Mezzullo, Carlyn S. Mccaffrey, Pam H. Schneider

Summer Stand Alone

Annual Meeting

  • Seminar A: FLP/LLC Checklist and the Model LLC Operating Agreement – by T. Randall Grove, Nancy C. Hughes, Jerome A. Deener and Jonathan J. Rikoon
  • Seminar B: Tax Apportionment—The Law and Forms – by Professor Jeffrey N. Pennell and Cynthia G. Lamar-Hart
  • Seminar C: Preventing Malpractice Claims in an Estate Planning and Administrative Practice – by Dominic J. Campisi, Aurora Cassirer, Daniel W. Smith and Pamela Bresnahan
  • Seminar D: Ethics and the Applicability of FATF Rules to Estate Planning Lawyers – by Judith McCue and Gideon Rothschild
  • Seminar E: What an Estate Planner and Trust Administrator Should Know about Investment Planning – by Donna G. Barwick, Jeffrey J. Call and Ralph Heckert
  • Seminar F: An ACTEC Fellow as an Expert Witness – by Donald R. Tescher and Bob Joslyn
  • Seminar G: The Nuts and Bolts of Private Trust Companies and Family Offices – by Ronald D. Aucutt and Carol A. Harrington
  • Seminar H: Giving Your Trust a Facelift: Modifications, Change of Situs and Decanting – by Laird A. Lile and Margaret Sager
  • Symposium I: A Form Approach to Tax and Non-Tax Aspects of Drafting and Administering Trust Distribution Provisions – by Bruce Stone and Susan T. House
  • Symposium II: Looking the Gift Horse in the Mouth: Donor Restrictions on Charitable Giving — The Good, the Bad and the Ugly – by Turney P. Berry, Edward Jay Beckwith and Carolyn C. Clark
  • Hot Topics: Recent Developments—Tax Return Preparer Penalties—Proposed Regulations on 529 Plans Section 67(e) in Light of the Decision in Knight – by Susan T. Bart, Charles D. Fox and Louis A. Mezzullo
  • Tractman Lecture: It’s Not Your Father’s Buick Anymore – by Professor Jeffrey N. Pennell

2007

Fall Meeting

  • Session I: The Mathematics of Estate Planning—When to Pay Gift Taxes and What Techniques to Use to Leverage the Gift Tax Applicable Exclusion – by Jonathan G. Blattmachr; Milford B. Hatcher, Jr.; David L. Weinreb
  • Session II: Income Tax Deductibility of Estate and Trust Expenses—Is Anything Deductible? – by George L. Cushing; Catherine V. Hughes; Bruce Stone
  • Session III: Planning with Grantor Trusts—Structuring a Grantor Trust to Maximize the Benefits and Minimize the Risks – by Stephen R. Akers; Carlyn S. McCaffrey; Diana S.C. Zeydel
  • Session IV: The Mathematics of Post-Mortem Estate Planning—When and How to Pay Transfer Taxes? – by George F. Albright, Jr.; Edward M. Manigault

Summer Meeting

Untying the Knot for the Not-So-Happy Couple How to Plan for the Unstable Marriage
Panelists: Charles Bennett; Elaine Bucher; Max Gutierrez; Carlyn Mccaffrey; Duncan Osborne

  • Session I: Pre-Marital Planning: Asset Protection Planning to Avoid Marital Claims
  • Session II: Post-Marital and Pre-Divorce Planning: What an Estate Planning Lawyer Should Know About Pre-Divorce Planning and Drafting Property Settlement Agreements
  • Session III: Divorce Planning: The Federal Income and Transfer Tax Consequences of Marital Transfers
  • Session IV: Post-Divorce Planning: Ethical Considerations in Representing a Married Individual in an Unstable Marriage

Summer Stand Alone

  • Session I: Pass-Through Entities—Income and Transfer Tax Strategies – by Richard B. Robinson
  • Session II: Pass-Through Entities—Income and Transfer Tax Strategies – by Richard L. Dees; Louis S. Harrison

Annual Meeting

  • Seminar A: The Annotated ACTEC Shareholders Agreement – by Nancy Schmidt Roush; Richard S. Scolaro; Steven B. Gorin
  • Seminar B: Planning at Death’s Door: Estate Planning for the Terminally Ill Client – by T. Randolph Harris; Barbara A. Sloan
  • Seminar C: From NASCAR Condominiums to Private Mausoleums: Keeping the Vacation Home in the Family – by Wendy S. Goffe; Gideon Rothschild
  • Seminar D: Income Tax Issues Confronting T & E Lawyers-the Good, the Bad and the Ugly! – by Theodore B. Atlass; Steve R. Akers
  • Seminar E: 100 Years is a Long Time for Planning–New Concepts and Practical Planning Ideas – by Henry Christensen, III; Michael L. Graham
  • Seminar F: Beyond Will Contests: Pre-Death Theft, Confidential Relationships and Non-Probate Diversion of Assets and What to Do to Remedy Them – by David W. Kirch; James G. Pressly, Jr.
  • Seminar G: Answers to Your Questions About International Estate Planning – by M. Read Moore; Emily V. Karr
  • Seminar H: Financial Analysis Meets Tax Planning: In-Depth GRAT Analysis and Comparison – by Jonathan G. Blattmachr; Diana S.C. Zeydel; Robert A. Weiss
  • Symposium I: Hot Buttons on the New Uniforms: The Controversial Provisions of the UTC, UPOAA and UPMIFA – by Howard M. McCue III; David M. English; Linda S. Whitton; Susan N. Gary
  • Symposium II: We’ll Sell the Business If We Can Pay No Tax – by Turney P. Berry; Joe M. Goodman; Richard B. Robinson
  • Hot Topics: – by Carlyn S. McCaffrey; Ellen K. Harrison; Mary Ann Mancini
  • Trachtman Lecture: Giving, Getting and Gotten: Philanthropy, Business and Human Rights – by Dr. William F. Schulz

2006

Fall Meeting

Choosing or Changing Trust Situs—Everything You Need to Know (and Perhaps Worry About)

  • Session I: Here Today, Gone Tomorrow: Trust Law Situs and Jurisdiction Issues – by Professor David M. English; W. Donald Sparks, II
  • Session II: International Aspects of Situs—U.S. or Offshore – by Robert C. Lawrence, III; Ellen K. Harrison
  • Session III: Hot Topics—My Kingdom for a Vote Revisited: Estate Tax Legislation Pass, No Pass, or Impasse? – by Ronald D. Aucutt
  • Session IV: Income Tax Consequences of Situs Selection – by George L. Cushing; Thomas R. Pulsifer
  • Session V: Hunting for the Best Courtroom—Situs Concerns in Litigation – by Dominic J. Campisi; Steven M. Fast; Michael J. Cenatiempo
  • Session VI: The Practical Applications of Everything Learned Regarding Trust Situs – by Carlyn S. McCaffrey; Richard B. Gregory
  • Session VII: Charitable Planning Update—The 2006 Legislation – by Charles A. Redd

Summer Meeting

  • Session I: New Traps In 409A That Estate Planners Need To Know About For Executives And Business Owners – by Steven B. Gorin; Donald O. Jansen; Andrew J. Willms
  • Session II: Answers To Your “Real Life” Ethical Questions: Those You Asked (And Maybe Some You Should Have Asked) – by Cynda C. Ottaway; Charles M. Bennett
  • Session III: The Annual Exclusion – A New Look At An Old Friend – by Robert J. Rosepink; Lauren Y. Detzel
  • Session IV: Legislative Update: My Kingdom For A Vote – What We Have Just Learned From Watching Congress – by Ron Aucutt

Annual Meeting

  • Seminar A: Family Business Succession Planning: Are You a Commodity or a Trusted Advisor? – by Edward F. Koren and Louis A. Mezzullo
  • Seminar B: The Race to the Court House. Which Court House? Which Lawyer? And Does the Turtle Ever Win? – by Robert W. Goldman and Charles F. Gibbs
  • Seminar C: On the Edge or Into the Abyss: Can Charity Begin at Home and End There Too? – by Sara R. Stadler; Turney P. Berry and Martin Hall
  • Seminar D: New Uses for Revocable Trusts: Structuring Lifetime Asset Ownership to Optimize Credit Shelter Planning – by John F. Bergner; John H. Martin; Barbara A. Sloan (Moderator)
  • Seminar E: Perils, Pitfalls, Pratfalls, Planning and Procedures for Estate Tax Payments on Business Interests – by Dennis I. Belcher; E. Burke Hinds
  • Seminar F: For Everything Else There’s MasterCard – by Alvin J. Golden and Gideon Rothschild
  • Seminar G: Middle-Class Estate Planning: Effective Use of Estate Tax Exemptions for Federal and State Purposes – by Professor Mitchell M. Gans and Michael L. Graham
  • Seminar H: Prenuptial Agreements and Postnuptial Agreements — Getting In, Getting Out – by Glen S. Bagby, Eric A. Manterfield, and Christopher M. Moore
  • Symposium I: Beyond the Basics in Freeze Planning: All of the Questions Which You Have Been Afraid to Ask — And Which We Are Game to Address – by Milford B. Hatcher, Jr.; Ronald D. Aucutt
  • Symposium II: How to Recognize and Represent Clients with Diminished Capacity – by Mary R. Radford; Eugene Wang, M.D.; Honorable Nikki DeShazo; and Sharon B. Gardner
  • Hot Topics: – by Jonathan G. Blattmachr and Carol A. Harrington
  • Trachtman Lecture: The Origin of Our Species: Trust and Estate Lawyers and How They Grew – by Malcolm A. Moore

2005

Fall Meeting

Money, Money, Money….

  • Session I: Everything I Wish I Had Known about Financial Instruments When I Was in Private Practice – by George F. Albright, Jr.; James B. Ellis
  • Session II: The Use of Intra-Family Derivatives – by S. Stacy Eastland; Carlyn S. McCaffrey
  • Session III: Investment of Retirement Funds for Professionals – by Hanson S. Reynolds, Moderator; Michael D. Rose; Allan Rudnick
  • Session IV: The Gatekeeper Initiative and Money Laundering – by Henry Christensen, III; Juan Manual Prieto
  • Session V: File Retention and Disposition Policies—And Don’t You Believe We’re on the Eve of Destruction – by Jeffrey W. Jones; Dominic J. Campisi
  • Session VI: Asset Protection Planning without Asset Protection Trusts – by Duncan E. Osborne; John A. Terrill, II

Summer Meeting

  • Session I: Coping With Circular 230 – New Challenges For Estate Planners – by Mary Ann Mancini; Melissa A. R. May; Louis A. Mezzullo
  • Session II: Life Insurance As An Investment Vehicle: The Creative Frontiers Are Expanding – by Louis S. Harrison; J. Alan Jensen
  • Session III: The Impact Of Wealth On Children And Adults – by Eileen Gallo, Ph.D.; Jon Gallo, Esq.; Barbara R. Hauser
  • Session IV: The Sanctity Of The Testator’s Intent: Lessons Of Hershey And Barnes – by Howard M. McCue, III; Margaret E. W. Sager

Annual Meeting

  • Seminar A: Fees, Fees, Fees; A Blessing and a Bane: How to Charge, Collect, and Defend Them – by Martin A. Heckscher; Hanson S. Reynolds
  • Seminar B: Uncle Sam: The Silent Party at Estate and Trust Dispute Settlements – by M. Patricia Culler; Laird A. Lile; Donald R. Tescher
  • Seminar C: The Trust and Estate Lawyer in Transition: Moving Up, Moving Down, and Moving On – by Ward Bower; Christopher T. Carlson; James M. Cowley; J. Keith George
  • Seminar D: Is There a Doctor in the House?:The Guts of the New GST Tax Proposed Regulations – by Carol A. Harrington; Lloyd Leva Plaine; David Pratt; Pam H. Schneider
  • Seminar E: Planning for Qualified Plans, IRAs, and Nonqualified Deferred Compensation – by Natalie B. Choate; Marcia Chadwick Holt; Donald O. Jansen
  • Seminar F: His, Hers, and Ours: Maximizing Use of the Husband’s and the Wife’s Transfer Tax Exemptions – by Malcolm A. Moore; Prof. Jeffrey N. Pennell
  • Seminar G: Tax Exempt Organization “Reform”: The Struggle to Curb the Bad Actors without Hurting the Good Guys – by Prof. Willard L. Boyd; Howard M. McCue, III; Sara R. Stadler
  • Seminar H: Resolving Disputes with Ease and Grace: A Fresh Look at Dispute Resolution – by Robert W. Goldman; Bridget A. Logstrom; Bruce Stone
  • Symposium I: Passing Through Death: How to Deal with the Death of an Owner of a Pass-Through Entity – by Stephen R. Akers; Neill G. McBryde; Louis A. Mezzullo; Susan K. Smith
  • Symposium II: A Commentary on the Upcoming Fourth Edition of the ACTEC Commentaries – by Charles M. Bennett; Susan T. House; Cynda C. Ottaway; Bruce S. Ross
  • Hot Topics: – by Ronald D. Aucutt; Catherine V. Hughes; John W. Porter; Barbara A. Sloan
  • Tractman Lecture: Supreme Court Justice Sandra Day O’Connor

2004

Fall Meeting

  • Session I: Planning, Administering and Litigating the Total Return Trust – by Margaret E.W. Sager, Jane K. Anastasia, Robert B. Wolf, Paul S. Lee
  • Session II: Hot Topics – by Nancy G. Fax, Mary F. Radford
  • Session III: Your Money and Your Life Insurance: The Economics and the Law of Sophisticated Insurance Strategies – by Diana S. C. Zeydel, Louis S. Harrison, Donald O. Jansen

Summer Meeting

  • Session I: Canada/U.S. Cross-Border Estate Planning: The Good, the Bad and the Ugly – by Leopold Amighetti, Darrell J. Wickstrom, Edward C. Northwood
  • Session II: Hot Topics Session – by Keith S. Kromash, Virginia F. Coleman, Charles Ian Nash
  • Session III: Your Exemptions Have Been Disconnected! Do You Know Where Your GST, Gift Tax and Estate Tax Exemptions Are? – by Ellen K. Harrison, Thomas E. Peckham

Annual Meeting

  • Seminar A: Special Problems to Avoid When Your Client Wants to Give a Piece of the Business (or Real Estate) to Charity – by Jerry J. McCoy, Tumey P. Berry, Calvin B. Kirchick, Jeffrey C. Thede
  • Seminar B: The Flood is Coming! Plan Now While the Waters are Low. Using Interest Rate Sensitive Techniques to Maximize Transfers of Wealth – by Dennis I. Belcher, Michael L. Graham
  • Seminar C: Estate Planning for Unmarried Couples: What’s the Difference and What’s the Same? – by Jeffrey G. Sherman, Kathleen Ford Bay
  • Seminar E: Practical Advice for Common Problems: Planning for Pre- and Post-mortem Distributions from IRAs and Qualified Plans – by John T. Bannen, Natalie B. Choate
  • Seminar F: Stop the Bleeding, or How to Repair the ILIT with a Damaged Crummey Power or Other Ailments – by Santo Bisignano, Jr., Stephanie E. Donaho
  • Seminar G: Tailoring the Uniforms – An Update on ‘Uniform’ State Laws – by Professor David M. English, Professor Susan N. Gary
  • Seminar H: Assets That Are Loved Too Much – Art and Vacation Homes – by Ralph E. Lerner
  • Symposium I: Why HIPAA Keeps Us Hoppin’ – by John R. Price, Susan T. House

2003

Fall Meeting

  • Session I: Trick or Treat – The Importance of Selecting the Appropriate Fiduciaries – by Kimbrough Street
  • Session II: Risk Management for Trustees: How to Take the Scare Out of Serving as Trustee – by William C. Weinsheimer, Peter S. Gordon
  • Session III: New Regulatory Requirements That Every Estate Planning Lawyer Needs to Know – by Henry Christensen, III, Mary Ann Mancini
  • Session IV: The 15% Solution: Why the 2003 Tax Act Creates Lots of Work (and Opportunities) – by Richard B. Robinson; C. Wells Hall, III

Summer Meeting

  • Session I: Mediation – An Answer for Your Practice and Your Clients – by Douglas C. Lawrence, Ray D. Madoff, Bruce S. Ross
  • Session II: Keeping Charities in the Mix—Advising Charitable Organizations – by Carolyn C. Clark
  • Session III: Tax Controversy Work Will Remain—How to Win Cases – by Mastering Tax Procedure – by Kathleen R. Sherby
  • Session IV: Keeping Charities in the Mix—Advising Charitable Organizations – by Lawrence P. Katzenstein
  • Session V: Tax Controversy Work Will Remain—How to Win Cases – by Mastering Tax Procedure – by Ann Burns

Annual Meeting

  • Seminar A: Emerging Issues In Life Insurance, Including Private Placement Life Insurance – by Lawrence Brody
  • Seminar B: Ramifications For Estate Planners of the Phase-Out of the Federal State Death Tax Credit: Boom, Bust Or Unknown? – by Charles D. Fox, IV, Robert C. Pomeroy
  • Seminar C: The Disposition of Human Remains and Post-Mortem Reproductive Issues – by Robert W. Goldman
  • Seminar D: Asset Protection Trusts – Ethical, Civil, Criminal and Bankruptcy Issues – by Thomas Moers Mayer, Duncan E. Osborne, Jack E. Owen, Jr., Neal L. Wolf
  • Seminar E: GST Fix-Ups – – More Flexibility With More Complexity – by Trent S. Kiziah, Diana S.C. Zeydel
  • Seminar F: Current Issues In Fiduciary Income Taxation – by T. Randolph Harris
  • Seminar H: Incentive Trusts – Carrot Or Stick? – by Howard M. McCue III, Marjorie J. Stephens
  • Symposium I: 2036 & Economic Substance – IRS FLP Challenges – by Owen G. Fiore, T. Randall Grove
  • Symposium II: A Primer On International Estate Planning – by Alexander A. Bove, Jr., Barbara R. Hauser

2002

Fall Meeting

  • Session I: Hot Topics—Tax and Litigation – by Dennis I. Belcher, Ronald D. Aucutt, Donald O. Jansen, Terrence M. Franklin
  • Session II: §2503—Everything Old Is New Again – by George L. Cushing, Erin Donovan
  • Session III: Ethics Update—Swimming in the Alphabet Soup–MRPC, MJP, MDP, ETC – by Bruce S. Ross
  • Session IV: Estate Planning With Retirement Benefits – by Louis A. Mezzullo

Summer Meeting

  • Session I: Hot Topics and Blazing Techniques – by Richard W. Hompesch II, Gideon Rothschild, Johathan G. Blattmachr, S. Stacy Eastland, Ellen. K. Harrison, Howard M. Zaritsky, Pam H. Schneider
  • Session II: Update On Valuation Cases – by John W. Porter
  • Session III: Estate Planning Meets Securities and Business Law – by Charles E. Muller II
  • Session IV: Estate Planning Meets Investment Strategies – by Julia B. Fisher
  • Session V: Charitable Remainder Trusts – Gathering Windfalls, Avoiding Pitfalls and Pratfalls – by Conrad Teitell

Annual Meeting

  • Seminar A: Counseling Clients on Personal and Family Issues Related to Wealth – by Charles W. Collier, Linda A. Fisher, Martin A. Heckscher, Anne H. Morgan, Kathleen R. Sherby
  • Seminar B: Caring for an Aging Population – by David M. English, Keith Bradoc Gallant, Clifton B. Kruse, Jr., Sara R. Stadler, Stuart D. Zimring
  • Seminar C: Total Return Trusts – What Is The Best Choice? – by Alvin J. Golden, Robert B. Wolf
  • Seminar D: Partnership Income Taxation – by Neill G. McBryde, Randall D. Van Dolson
  • Seminar E: Business Succession Planning – A Case Study – by Leonard M. Goldberg, Daniel H. Markstein
  • Seminar F: The Art Collector and the Tax Collector – by Sonny Kamm, Ralph E. Lerner
  • Seminar G: Advising Families With Significant Wealth – by Barbara R. Hauser, James S. McDonald, Lynn Wintriss, Karen M. Moore, John P. C. Duncan
  • Seminar H: Punctilio of an Honor – A Trustee’s Duties – by Robert W. Goldman, Robert J. Rosepink, Robert W. Goldman
  • Symposium I: When Murphy’s Law Wrecks the Estate Plan – by Ann B. Burns, Shirley L. Kovar, Carlyn S. McCaffrey
  • Symposium II: The Best Ideas I’m Willing To Talk About – by Jonathan G. Blattmachr, Edward H. Heintzberger, Mitchell Gans, Richard W. Hompesch II, Gideon Rothschild, Howard M. Zaritsky, Mark L. Ascher, S. Stacy Eastland, Ellen K. Harrison
  • Hot Topics: – by Jeffrey N. Pennell

2001

Fall Meeting

  • Session I: The Act Unpacked – by Ronald D. Aucutt, Lloyd Leva Plaine, Wendy Ann Wilkenfeld
  • Session II: Enhancement of Retirement Savings – by Louis A. Mezzullo
  • Session III: Section 529 Plans: Good, Better, Best – by Robert J. Rosepink, Mervin M. Wilf
  • Session IV: Managing Your Practice During the Phase-Out of the Estate Tax – by Donald H. Kelley, Lauren Y. Detzel

Summer Meeting

  • Session I: Ten Things Your State Legislature Should Know About The Uniform Trusts Code – by David M. English
  • Session II: Uniform Principal and Income Act – Traps and Tricks – by James L. Deeringer; L. Andrew Gifford
  • Session III: Uniform Disclaimer Act – Traps and Tricks – by E. Diane Thompson, Benjamin T. White

Annual Meeting

  • Seminar A: Distributions From Qualified Plans and IRAs – by Marcia Chadwick Holt
  • Seminar C: Avoiding the Unauthorized Practice of Law In A Multi-State Practice – by Charles D. Fox IV
  • Seminar F: Beyond the Limits of the GST Exemption – by Pam H. Schneider, Lloyd Leva Plaine
  • Seminar H: Planning In Anticipation of Litigation – by Bruce S. Ross, Bruce Stone
  • Symposium: Philanthropy: The Dawn Of A Golden Age? Obligations and Opportunities – by Rodney N. Houghton, Jerry J. McCoy

2000

Fall Meeting

  • Session I: Changing Federal Transfer Tax Laws – by Ronald D. Aucutt, Stephen E. Martin
  • Session III: Changing State Borders – Moving Trusts From One State To Another – by Virginia F. Coleman, Robert J. Rosepink

Summer Meeting

  • Session I: Understanding Business and Investment Entity Appraisals – by Dennis I. Belcher, Curtis R Kimball, Deborah S. Christie, Gilbert E. Matthews
  • Session II: Understanding Life Insurance Contracts – by Lawrence Brody.
  • Session III: Understanding Financial Products Used To Diversify Investment Risk – by Andrea S. Kramer, Anne K. Hilker

Annual Meeting

  • Special Session: Client Capacity, Estate Planning and Malpractice Traps: Representing the Mentally Impaired Client – by James V. Quillinan, Marita K. Marshall
  • Seminar A: Tax Disputes in View of A Kinder and Gentler Internal Revenue Service – by Tax Disputes Subcommittee of the Fiduciary Litigation Committee of ACTEC, The Honorable David Laro
  • Seminar B: After Death Issues: Posthumous Reproduction, Cloning and Associated Ethical Issues – by Joshua S. Rubenstein
  • Seminar C: Domestic Asset Protection Trusts – by Richard G. Bacon, John A. Terrill
  • Seminar D: The Right Magic: Selecting the Appropriate Split Interest Technique – by Dennis I. Belcher, Ellen K. Harrison
  • Seminar E: Charitable Split-Interest Trusts for the New Millennium – by Zoe H. Hicks, Randall D. Van Dolson
  • Seminar F: What Must You Tell the IRS? – by Carol A. Harrington
  • Seminar G: Electric Leverage in the Estate Planning Process – by Donald H. Kelley, T. Randolph Harris
  • Seminar H: The Parable of the Conflicted Clients: A Morality Play – by Bruce Stone, Susan T. House
  • Symposium: Multidisciplinary Practice – by Louis A. Mezzullo, James R. Wade

1999

Fall Meeting

  • Seminar I: UPIA, Unitrusts and Utopia – Distributions to Beneficiaries in the Brave New World of Total Return – by Linda B. Hirschson, E. James Gamble, James P. Garland
  • Seminar II: Perpetual Trusts: Dynasty or Disaster? Will Beneficiaries Be Happy Campers Or Plaintiffs? – by Thomas P. Sweeney and Malcolm A. Moore
  • Seminar III: Goodwill Hunting: Making Trusts a Pleasure Not a Pain – by Dominic J. Campisi and Erin Donovan
  • Seminar IV: The Boston Trust Experience – Looking at Lawyers as Trustees: The Operational Aspects of a Trust Department – by Albert M. Fortier, Jr., Charles A. Rosebrock, George T. Shaw

Summer Meeting

  • Seminar I: Crossing the Canadian Border: Estate Planning Issues For Clients With Canadian and U.S. Interests – by Carlyn S. McCaffrey, Martin J. Rochwerg
  • Seminar II: Setting Up For and Executing Exit Strategies For Certain “Failed” Estate Planning Arrangements – by Jonathan G. Blattmachr
  • Seminar III: Certain Exit Strategies For Family Business Or Investment Entities And/or Strategies That Obviate The Need For The Exit – by S. Stacy Eastland

Annual Meeting

  • Seminar A: Marital Deduction Trusts – by Beverly R. Budin
  • Seminar B: The Practical Marketing and Efficient Use of Technology in Estate Planning: A Case Study – by Robert M. Kunes, William E. Olson
  • Seminar C: Community Property Law – by Alvin J. Golden, Professor Jerry A. Kasner, David C. Shaftel
  • Seminar D: Wills and Trusts Contests – by Robert D. W. Landon, II, John L. McDonnell, Jr.
  • Seminar E: Qualified Plans and IRAs – by Natalie B. Choate, Marcia Chadwick Holt
  • Seminar F: GSTT – by Jon J. Gallo, Pam H. Schneider
  • Seminar G: End of Life Issues – by John J. Lombard, Jr., James R. Wade, Kay Kramer Wade
  • Seminar H: Current Ethical Issues – by James R. Ledwith, Bruce S. Ross
  • The Annual Joseph Tractman Lecture: Uniform Acts, Restatements and Other Trends in the Trust Law of ACTEC’s Future – by Professor Edward C. Halbach, Jr.
  • Symposium: A Critical and Practical Analysis of the Effect of Time on the Efficacy of Trusts in Wealth Transfer Planning: Teachings from the Bishop Estate Case – by Solomon M. Kamm, Frederick R. Keydel, Harvey B. Wallace, Carlyn S. McCaffrey, Professor Randall W. Roth
  • Hot Topics I (Non-Tax): – by Edward F. Koren, Professor Ronald C. Link, Robert L. Manley
  • Hot Topics II (Tax): – by James M. Trapp, Carol A. Harrington, Owen G. Fiore, Carolyn C. Clark

1998

Fall Meeting

Wealth Transfer Planning Using Charitable Techniques and Life Insurance Arrangements

  • Seminar I: The Law and Lore of Family Foundations: Understanding the Possibilities and Pitfalls – by Edward Jay Beckwith
  • Seminar II: The Current Use of Cruts, Crats, Cluts and Clats – Charitable Remainder Trusts – by William Finestone
  • Seminar III: The Current Use of Cruts, Crats, Cluts and Clats – Charitable Lead Trusts – by Benjamin T. White
  • Seminar IV: Conservation Easements and the Tax Code – by Pam H. Schneider, William C. Bullitt and Jerry J. McCoy
  • Seminar V: Selected “Hot” Charitable Techniques To Facilitate Charitable Giving and/or Using Charitable Giving To Facilitate Other Estate Planning – by S. Stacy Eastland
  • Seminar VI: Hot (Or Slightly Warmed Over) Planning Techniques with CharitableTrusts Reflected in Recent Rulings and Decisions – by Daniel H. Markstein, III

Summer Meeting

Annual Meeting

  • Seminar E: Section 2033A – by John DeBruyn, Donald H. Kelley
  • Seminar G: Perpetual Trusts and Creditor Protection: Looking at New Possibilities – by Charles D. Fox, IV and John A. Terrill
  • Hot Topics Part II (Non-tax): – by Sanford J. Schlesinger

1997

Fall Meeting

Planning For Marital Relationships

  • Seminar I: Marital Agreements: Pre-nuptial and Post-nuptial – by Jackson M. Bruce, Jr., Dennis I. Belcher, Robert M. Weylandt
  • Seminar II: Divorce: Right Up There With Death and Taxes – Estate Planning Techniques in the Context of Divorce – by Donna G. Barwick
  • Seminar III: Tax Planning for Divorce – by Joseph N. Ducanto
  • Seminar IV: Hot Topics in the Marital Deduction – The Issues We Face Today – by Joseph O. Rubinelli, Jr., Howard M. Zaritsky
  • Seminar V: Dealing with Special Assets and Situations – Benefits, Iras, Incapacity and Palimony – by Paul Gordon Hoffman, Eileen Bannon Trost
  • Seminar VI: Looking at the New Tax Law — Selected Provisions of Interest to Estate Planners – by Ronald D. Aucutt and John M. Bixler

Annual Meeting

  • Symposium: Charitable Giving – by Carolyn C. Clark, Jon L. Schumacher, Kathleen R. Sherby, Conrad Teitell

1996

Fall Meeting

  • Seminar I: Choice of Entity – by Louis A. Mezzullo & Asset Protection Planning Techniques – by  Kathryn G. Henkel and Elizabeth R. Turner
  • Seminar II: Compensating the Entrepreneur – by James M. Mincey, Jr.

Annual Meeting

  • Seminar A: Estate Planning for Farmers and Ranchers – by Richard L. Dees, Donald H. Kelley, Alvin J. Golden
  • Seminar B: Nonqualified Deferred Compensation – by Natalie B. Choate, Michael G. Goldstein
  • Seminar C: Taking Advantage of Valuation Principles to Transfer Wealth – by Dennis I. Belcher, Jeffrey N. Pennell
  • Seminar D: What’s Hot In Fiduciary Litigation – by Samuel S. Smith, Charles M. Bennett, Charles F. Gibbs
  • Seminar E: Income Taxation of Partners and Partnerships – by Neill G. McBryde, Leo L. Schmolka
  • Seminar F: Grantor Trusts and Their Interplay With Transfer Taxes – by Mark L. Ascher, Carlyn S. McCaffrey, Susan P. Witkin
  • Seminar G: Representing Clients With Ties to Multiple States or Countries, Subjecting Their Assets to the Estate Plan and Planning for their Common Law, Civil Law and Community Property – by Bruce Stone, Robert J. Rosepink
  • Seminar H: Practice Develop for Lawyers in Estate Planning Firms – by Susan Raridon, Robert D. Chapin
  • Symposium: Removing Insurance from Insured’s Gross Estate, Taxable Gifts and Generation-Skipping Transfers – by Lawrence Brody, Paul N. Frimmer, Donald O. Jansen
  • Hot Topics: – by Malcolm A. Moore, Howard M. McCue III, Carolyn C. Clark
  • Discussion Groups: – by S. Stacey Eastland, Alvin J. Goldman, Marcia Chadwick Holt, Carol A. Harrington, Frederick R. Keydel, Lloyd Leva Plaine, Pam H. Schneider

1995

Annual Meeting

  • Seminar G: Structured Settlements – Selected Forms