2019 Annual Estate Planning Conference (13000)

Thursday, July 25, 2019 - Saturday, July 27, 2019 / Greensboro, GA

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 Status: CLOSED – Please contact the CPE Department at 404-231-8676, Opt. 3 or 800-330-8889, Opt. 3 for additional assistance.

Event ID: #13000

CPE: 16.0 credits

Total Price: $630.00

Other Attendance Options

These related conferences are also available for purchase.

No Thanks

Explore multiple topics with leaders in the field, including international tax, basis planning, opportunity zones, planning for today's family and evolutionary planning.

Room blocks are now available for reservation at The Ritz-Carlton Reynolds.
Rate: $235/night  |  Reserve your room >>
Cutoff: July 3, 2019


This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available to download in advance and participants will receive an email when they are available. For more information on eMaterials visit ematerials.gscpa.org.
By attending this event, you are demonstrating your permission to allow your photo to be taken and published in GSCPA marketing, promotional and web materials.

Thursday, July 25, 2019

7:30 am-8:30 am
Registration/Continential Breakfast

8:30 am-8:35 am
Welcome and Announcements

8:35 am-9:50 am
A - Current Events Update for Estate Planning Credits: 1.5 GN

Steven Siegel, JD, LLM
The Siegel Group , Morristown, NJ

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?


B - Modernizing Georgia’s Trust Code Credits: 1.0 GN

Nikola R. Djuric, Esq.
The Bowden Spratt Law Firm, PC , Atlanta, GA

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.



C - Should You Serve as a Trustee Under the Revised Trust Code? Credits: 1.0 GN

Craig Frankel, J.D.
Gaslowitz Frankel LLC , Atlanta, GA

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.

Lunch and D - The Economic Outlook and its Risks (12:05 - 12:55pm) Credits: 1.0 GN

Thomas J. Cunningham, Ph.D
Senior Vice President-Chief Economist / Metro Atlanta Chamber of Commerce , Atlanta, GA

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.

E - Retirement Plan Distributions: IRAs and Snafus Credits: 1.5 GN

Steven Siegel, JD, LLM
The Siegel Group , Morristown, NJ

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.

Friday, July 26, 2019

7:30 am-8:00 am
Continential Breakfast

8:00 am-9:15 am
F - Post Mortem Estate Planning Credits: 1.5 GN

Thomas W. Jones, CPA, ABV CFP CVA
Partner / Jones, Jones, Davis & Associates, CPA PC , Augusta, GA

Russell V. Mobley, CPA, JD
Partner / Fulcher Hagler LLP , Augusta, GA

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.


9:20 am-10:35am
G - International Tax, New IRS Enforcement Efforts, and Key Issues for Estate Planners Credits: 1.5 GN

Hale E. Sheppard, J.D., LL.M.
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

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.


H - The Good, the Bad and the Ugly in the Tax World: Opportunity Zones, Conservation Easements and Micro-Captives Credits: 1.5 GN

Ronald A. Levitt, JD, LL.M, LL.M.T.
Sirote & Permutt, PC , Birmingham, AL

Gregory P. Rhodes, J.D., LL.M.
Sirote & Permutt, PC , Birmingham, AL

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.

12:05pm-1:00 pm


1:05 pm-2:20 pm
I - Basis Planning Credits: 1.5 GN

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.

Saturday, July 27, 2019

7:30 am-8:00 am
Continential Breakfast

8:00 am-9:15 am
J - Evolutionary Planning Practice Ideas to Increase Happiness Credits: 1.5 GN

Nancy C. Hughes, J.D., LL.M
Hughes & Scalise , Birmingham, AL

Review several estate planning techniques designed to make your clients happy and management techniques designed to make you happy.

9:15 am-9:25 am

9:25 am-10:15am
K - Planning for Today’s Family: Defining the Issues and Finding Solutions Credits: 1.0 GN

J. M. Barger, J.D., AEP
PNC Wealth Management , McLean, VA

Amanda L. Priebe, CFP
PNC Wealth Management , Pittsburgh, PA

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.


L - Pulling It All Together Credits: 1.5 GN

David F. Golden, CPA, Esq.
Attorney/Partner / Troutman Sanders LLP , Atlanta, GA

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.

Conference Materials


Conference Site

The Ritz-Carlton Reynolds,
One Lake Oconee Trail
Greensboro, GA 30642



For more information about hotel reservations, please refer to the information tab.


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Late Registration

$670 GSCPA Members, $770 Non-Members (after 7/22/2019)