Monday, July 20, 2020
Tax Intensive - 2 Day Precursor - Day 18:00 AM - 5:00 PM

Taking the Intimidation Out of the Internal Revenue Code for the Estate Planner

Tax Intensive 2020 is a comprehensive overview of the Internal Revenue Code and its practical application for estate planning attorneys, paralegal staff, and other professionals involved in trusts estates. The presenters will lead attendees through selected sections of the Internal Revenue Code relevant to the planning and administration of estates and trusts and the creation and management of business entities in estate planning. 

Learning Objectives: 
Attendees will develop a foundation on the basic principles of federal estate and gift taxation, including computation of the taxable estate, donative transfers, marital deduction planning, income taxation of estates and trusts, and how the Code applies to estate planning concepts, methods, and administration. In addition attendees will gain an introduction to business tax concepts including corporate and partnership taxation, as those entities relate to estate planning. 

Who Should Attend:
Although Tax Intensive 2020 is intended to be an introductory course appropriate for attorneys new or transitioning to estate planning, legal staff, and other professionals of all levels, including experienced estate planning attorneys and financial professionals, are encouraged to attend and participate. Individuals who seek to either learn or be refreshed on the estate, income, and business tax code sections most relevant to estate planning will benefit most from this program. 
 

 

  
Tuesday, July 21, 2020
Tax Intensive - 2 Day Precursor - Day 28:00 AM - 5:00 PM   
Revocable Living Trust Drafting Intensive - 1 Day Precursor8:00 AM - 5:00 PM

This course is designed to provide the participants with a better understanding of drafting a revocable living trust-centered estate plan. We will examine the legal technical reasoning behind key provisions of the Wealth DocxⓇ revocable living trust document based upon the questions asked during the Wealth DocxⓇ revocable living trust full interview. 

Kristen Gann - WealthCounsel LLC
Henna Shah - WealthCounsel LLC
 
Trust Administration Intensive - 1 Day Precursor8:00 AM - 5:00 PM

This course will cover the essentials of trust administration law and will teach you how to administer a trust using WealthCounsel’s new trust administration software, WealthTracx.  We will walk you through a hypothetical trust administration case to help you understand the process.
Attendees will learn:

  • The basics of trust administration law
  • High-level information about estate, gift, and income tax issues involved in trust administration
  • The steps involved in administering a trust
  • How to use WealthTracx to ensure you don’t skip a step in this high-stakes and task-oriented practice area
  • How tasks can be delegated to staff to make trust administration more profitable and efficient

By the end of this precursor, you will have what you need to add trust administration to your practice.
 

Jennifer Davenport - WealthCounsel LLC
Yvonne Eckert Olivere - WealthCounsel LLC
 
Wednesday, July 22, 2020
Breakfast & Networking in Exhibit Hall7:00 AM - 8:00 AM   
Opening Remarks8:00 AM - 8:45 AM   
SECURE Act Update9:00 AM - 10:00 AM

More details to come.

Robert Keebler - Keebler & Associates, LLP
 
Organizational and Productivity Tips, Tricks, and Tools9:00 AM - 10:00 AM

More details to come.

Kristen Gann - WealthCounsel LLC
 
Estate Planning and Divorce10:15 AM - 11:15 AM

More details to come.

  
Wealth Docx Drafting for Paralegals10:15 AM - 11:15 AM

More details to come.

  
Counseling Clients Who Are Charitably Inclined10:15 AM - 11:15 AM

More details to come.

David Cahoone - Brown University
 
Employment Law Updates for the Business Lawyer10:15 AM - 11:15 AM

More details to come.

  
T&E Core TBD11:30 AM - 12:30 PM

More details to come.

  
Your Role in Creating an A+ Client Experience11:30 AM - 12:30 PM

More details to come.

Yvonne Eckert Olivere - WealthCounsel LLC
 
Drafting Buy-Sell Agreements11:30 AM - 12:30 PM

More details to come.

Rehan Hasan - Hasan, LLC
 
Selection and Administrative Duties of Successor Trustees11:30 AM - 12:30 PM

More details to come.

Kristin Yokomoto - Albecht & Barney
 
Luncheon12:00 PM - 2:00 PM   
Tax Aspects of Commutation, Termination & Decanting of Trusts2:00 PM - 3:00 PM

More details to come.

  
Representing Entrepreneurial Clients - the Initial Client Meeting2:00 PM - 3:00 PMMore details to come.  
Creating a Trust Funding Process2:00 PM - 3:00 PM

More details to come.

  
T&E Core TBD2:00 PM - 3:00 PMMore details to come.  
Dissecting Financial Statements - What Every Business Lawyer Should Know3:15 PM - 4:15 PMMore details to come.Stacey Bowers - University of Denver Sturm College of Law
 
Advanced Estate Planning for Large Retirement Accounts: The Mathematics 3:15 PM - 4:15 PM

More details to come.

Robert Keebler - Keebler & Associates, LLP
 
T&E Core TBD3:15 PM - 4:15 PMMore details to come.  
Para TBD3:15 PM - 4:15 PMMore details to come.  
Para TBD4:30 PM - 5:30 PMMore details to come.  
What Estate Planning Lawyers Need to Know About Their Client's Foreign Assets 4:30 PM - 5:30 PM

More details to come.

  
State Income Tax Planning After Kaestner4:30 PM - 5:30 PM

More details to come.

Steven Oshins - Oshins & Associates, LLC
 
Exhibit Hall Happy Hour5:45 PM - 7:15 PM

More details to come.

  
Thursday, July 23, 2020
Breakfast & Networking in Exhibit Hall7:00 AM - 8:00 AM   
Current Developments in Estate Planning & Business Law8:00 AM - 10:00 AM

More details to come.

Yvonne Eckert Olivere - WealthCounsel LLC
Henna Shah - WealthCounsel LLC
Temi Siyanbade - WealthCounsel LLC
Jennifer Villier - WealthCounsel LLC
 
Para TBD8:00 AM - 10:00 AMMore details to come.  
Para TBD10:15 AM - 11:45 AMMore details to come.  
Bus TBD10:15 AM - 11:45 AMMore details to come.  
T&E Core & Adv TBD10:15 AM - 11:45 AMMore details to come.  
Lunch12:00 PM - 1:30 PM

More information to come.

  
Structuring Family Owned and Closely Held Businesses1:30 PM - 3:00 PM

Business succession planning refers to the practice of using estate planning strategies to increase the chances for the survival of a family business when the business owner retires or dies unexpectedly.  Without a doubt, the costs of not planning are greater than the costs of business succession planning.  The costs of failing to plan may include, among others, a loss of the family business to estate taxes or a loss of the family business due to a lack of liquidity to tide the business through the period following an unexpected death.  An understanding and use of tax elections in the business succession planning context can mitigate these and other potential issues

Taylor Bechel - Baker Hostetler
 
10 Clients Resources You Must Create Now1:30 PM - 3:00 PM

More details to come.

Herb Chavers - Herb Chavers, a Professional Law Corporation
 
Top 12 Asset Protection Strategies1:30 PM - 3:00 PM

More details to come.

Steven Oshins - Oshins & Associates, LLC
 
Perspectives on the Initial Consultation3:15 PM - 4:15 PM

More details to come.

Herb Chavers - Herb Chavers, a Professional Law Corporation
 
Para TBD3:15 PM - 4:15 PM

More details to come.

  
Case Studies in Business Succession Planning3:15 PM - 4:15 PM

More details to come.

Douglas Goldberg - Goldberg Law Center, P.C.
 
T&E Core & Adv TBD4:30 PM - 5:30 PM

More details to come.

  
Small Business Purchase and Sale Transactions4:30 PM - 5:30 PMMore details to come.  
Member Appreciation Reception5:45 PM - 7:45 PM   
Friday, July 24, 2020
Breakfast & Networking in Exhibit Hall7:00 AM - 8:00 AM   
T&E Core & Adv TBD8:00 AM - 9:00 AMMore details to come.  
Funding Startups8:00 AM - 9:00 AMMore details to come.  
Para TBD8:00 AM - 9:00 AMMore details to come.  
Para TBD9:15 AM - 10:15 AMMore details to come.  
T&E Core & Adv TBD9:15 AM - 10:15 AMMore details to come.  
Key Ethics Concerns for the Business Attorney9:15 AM - 10:15 AMMore details to come.Nicole M. Black - Lewis Brisbois
Nancy Cohen - Lewis Brisbois
 
TBD all10:30 AM - 11:30 AMMore details to come.  
Closing activities11:45 AM - 12:00 PMMore details to come.