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Led by national experts, discussed at the local level, the 2019 Estate Planning Conference is designed to maximize your understanding of current estate planning developments, including Georgia’s Trust Code, post mortem estate planning and retirement plan distributions. In addition to first-rate education, attendees will have the opportunity to network with peers throughout the three days.
Event ID: #13000
CPE: 16.0 credits
Total Price: $570.00
Other Attendance Options
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Steven Siegel, JD, LLM
The Siegel Group
Review current trends in estate planning, including what we should be telling our clients to do in 2019; flexible planning as a key consideration; basis remains a primary concern; and will the “Golden Age of Estate Planning” succumb to political risk after 2020?
Nikola R. Djuric, Esq.
The Bowden Spratt Law Firm, PC
A discussion of the work of the Code Revision Committee and changes made to Georgia’s Trust Code in 2018, including new provisions on modification, representation of beneficiaries, nonjudicial settlement agreements, decanting and trust directors, as well as a preview of more changes that may be coming in 2020.
Craig Frankel, J.D.
Gaslowitz Frankel LLC
Discuss the pros and cons of CPAs serving as trustees and whether the Georgia Revised Trust Code provides trustees with more flexibility and less liability risk.
Thomas J. Cunningham, Ph.D
Senior Vice President-Chief Economist
Metro Atlanta Chamber of Commerce
Examine the economic outlook, both nationally and regionally, and its risks. Particular attention will be paid to the factors that shape the forecast and what will happen if those factors do not behave as expected.
Review the basic distribution rules – penalties and exceptions; minimum required distributions and the Qualified Charitable Distribution; the spousal rollover trap – and other mistakes to avoid; and proposed legislation, including The Retirement Savings Bill.
Russell V. Mobley, CPA, JD
Fulcher Hagler LLP
Post-mortem planning may be more complicated and valuable than ever before. Touch on a broad array of topics from estate administration decisions, income and estate tax planning, trust planning, managing business interests, and navigating options with retirement plans. Each estate is unique. Our guidance to clients should be customized to the assets, fiduciaries and beneficiaries of each estate.
Hale E. Sheppard, J.D., LL.M.
Chamberlain, Hrdlicka, White, Williams & Aughtry
With a new Commissioner at the helm, IRS enforcement has reached its highest level in years. The IRS is now focused on expanded foreign asset reporting, new voluntary disclosure programs, implementation of FATCA weapons, compliance initiatives targeting foreign investors with U.S. rental property, new foreign-payment withholding procedures, repatriation, expatriation, unreported foreign gifts and inheritances, and more. Review the latest issues, cases, rulings and strategies in the international arena.
Ronald A. Levitt, JD, LL.M, LL.M.T.
Sirote & Permutt, PC
Gregory P. Rhodes, J.D., LL.M.
Sirote & Permutt, PC
Address the “good” through an overview of the opportunities provided under the Opportunity Zone Program (Sections 1400Z-1 and 1400Z -2). Review the “bad” through a description of recent developments and challenges for conservation and preservation easement deductions under Section 170(h). Look at the “ugly” developments in the micro-captive insurance area.
Lester B. Law, J.D., LL.M
Franklin Karibjanian & Law PLLC
Washington Dc, DC
Discuss the basics of basis and some of the recent more sophisticated planning strategies to maximize basis (therefore minimizing taxable income). With the focus shifting to income tax issues for the estate planner, cover the rules and the latest ideas on basis planning, which include planning for the clients migrating from community property states (like Washington, Idaho and California) to non-community property states (like Oregon), as well as reviewing some of the more recent planning strategies to achieve basis adjustment, such as the use of the power of appointment support trust (POAST), and stepped-up basis trusts.
Nancy C. Hughes, J.D., LL.M
Hughes & Scalise
Review several estate planning techniques designed to make your clients happy and management techniques designed to make you happy.
J. M. Barger, J.D., AEP
PNC Wealth Management
Amanda L. Priebe, CFP
PNC Wealth Management
Two-thirds of American households are filled with families that do not look like the traditional nuclear family. However, our laws and traditional estate and financial planning strategies are based on social norms from the first half of the 20th century. Receive an overview of the legal and cultural hurdles facing these non-traditional families and examine how our estate and financial practices may address these unique issues our clients encounter.
David F. Golden, CPA, Esq.
Troutman Sanders LLP
In this lively closing session, summarize the high points of each presenter, tying together all the sessions and help solidify what you have learned over the three days.
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