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Advanced Estate Planning Summit Spring 2025
Please note, the agenda is subject to change.
Thursday, April 10, 2025 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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12:00 PM - 1:00 PM (EDT) | Best Practices for Administering Special Needs Trusts
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1:00 PM - 1:15 PM (EDT) | Break | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:15 PM - 2:45 PM (EDT) | The Highs and the Lows: A Review of Estate Planning Techniques in High- and Low-Rate Environments
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2:45 PM - 3:15 PM (EDT) | Break | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:15 PM - 4:45 PM (EDT) | Planning for International People and Property
We will start with planning for a noncitizen spouse using outright transfers and qualified domestic trusts (QDOTs). This discussion will span the client relationship, beginning with the initial conference. We will move through lifetime planning and gifting, ending with postmortem planning and QDOT administration. Next, we will discuss planning for real property held outside the United States. Again, we will follow the arc of the client relationship, starting with identifying a team of advisors. It is impossible to suggest one planning technique for all foreign property because estate planning varies greatly from country to country. Instead, we will cover common scenarios and general drafting tips for coordinating wills in multiple jurisdictions. If time allows, we will discuss postmortem administration issues that frequently arise with foreign real property. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4:45 PM - 5:00 PM (EDT) | Break | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5:00 PM - 6:00 PM (EDT) | Tax Implications of Irrevocable Trust Modifications and Early Terminations
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