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This conference provides comprehensive updates and technical analysis on all current aspects of estate and gift planning and compliance issues. Through classroom sessions, speaker presentations and interactive panel discussions, attendees get the advanced training needed to help clients and run successful practices.
Conference Highlights:
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Sunday, 7/25/2010 Pre-Conference Workshops (Additional Fee)
12:00pm - 5:00pm Registration and Message Center Open
1:30pm -3:10pm Concurrent Value-Added Workshops (Select one)
101 Fundamentals of Form 706
102 Fundamentals of Estate Planning
3:20pm - 5:00pm Concurrent Value-Added Workshops (Select one)
103 Fundamentals of Generation Skipping Tax (GST)
104 Fundamentals of Valuation
Monday, 7/26/2010 Main Conference – Day One
7:00am - 5:00pm Registration and Message Center Open
7:00am - 8:00am Continental Breakfast
8:00am – 8:10am Opening Remarks
8:10am-10:00am General Session
1 Current Developments in Estate Planning
10:00am - 10:20am Networking Break and Vendor Display
10:20am-11:10am General Session
2 IRA Update
11:10am-12:00pm General Session
3 Life Insurance Update
12:00pm - 1:00pm Lunch
Concurrent Sessions (Select one)
Please carefully review the afternoon sessions as they vary in length
1:00pm-5:00pm 4 Closely-Held Business Succession Planning (includes a 30 minute break)
1:00pm-2:45pm 5 Advanced GST Planning
6 Introduction to Trusts
7 Disposal of the Policy Before Disposal of the Insured
2:45pm - 3:15pm Networking Break and Vendor Display
Concurrent Sessions (Select one)
Please carefully review the afternoon sessions as they vary in length
3:15pm-5:00pm 8 Post-Mortem Estate Planning Elections
3:15pm-4:05pm 9 To Be or Not To Be a Grantor Trust
10 IRA Horror Stories: Don’t Let This Happen to You (Repeated in Session 12)
4:10pm-5:00pm 11 Current IRS Compliance Issues
12 IRA Horror Stories: Don’t Let This Happen to You (Repeat of Session 10)
5:00pm - 6:00pm Networking Reception
Tuesday, 7/27/2010 Main Conference – Day Two
6:45am - 5:35pm Registration and Message Center Open
6:45am - 8:00am Continental Breakfast
7:00am-7:50am Early Riser Breakfast Sessions (Select one) - Additional Breakfast Sessions to be Announced
201 Community Property Q&A
202 IRS Q&A
203 Using Non-Traditional Assets in Self-directed IRAs
8:00am-8:50am General Session
13 Some of the Best FLP Ideas We See (That Also Have the Merit of Playing Havoc With Certain “Conventional Wisdom”)
8:50am-10:05am General Session
14 The Use of Self-Settled and Other Grantor Trusts in Estate Planning
10:05am - 10:35am Networking Break and Vendor Display
10:35am-11:25am General Session
15 Planning to Minimize or Avoid State Income Taxes on Trust Income
11:25am-12:15pm General Session
16 Estate Planning in a Low Interest Rate Environment
12:00pm - 1:15pm Lunch
12:45pm - 1:15pm Lunch Presentation
L1 Estate Tax Policy and Regulatory Update
Concurrent Sessions (Select one)
Please carefully review the afternoon sessions as they vary in length
1:25pm - 5:35pm 17 Advanced IRA (includes a 30 minute break)
1:25pm-2:15pm 18 Update on Section 529 College Savings Accounts (Repeated in Session 21)
19 CPAs Analysis of Insurance Policies
20 Estate Planning Under Uncertainty
2:15pm - 2:45pm Networking Break and Vendor Display
2:45pm - 3:35pm Concurrent Sessions (Select one)
21 Update on Section 529 College Savings Accounts (Repeat of Session 18)
22 ILITS
23 Final 1040/Basic Fiduciary Income Tax
Concurrent Sessions (Select one)
Please carefully review the afternoon sessions as they vary in length
3:45pm - 5:35pm 24 Fiduciary Accounting
3:45pm – 4:35pm 25 QTIPS and Surviving Spouses
26 What Every Tax Adviser Needs to Know About Hedge Funds
4:45pm - 5:35pm Concurrent Sessions (Select one)
27 CPAs Review of Wills & Trusts
28 Advance 709
7:00pm Baseball Game: Nationals vs Atlanta Braves (Additional Fee)
Wednesday, 7/28/2010 Main Conference – Day Three
6:45am - 5:00pm Registration and Message Center Open
6:45am - 8:00am Continental Breakfast
7:00am-7:50am Early Riser Breakfast Sessions (Select one)
Additional Breakfast Sessions to be Announced
205 Hollywood's Take on Estate Planning
206 Reporting for Foreign Trusts and Entity Structures (Repeated in Session 38)
Concurrent Sessions (Select one)
Please carefully review the afternoon sessions as they vary in length
8:00am-9:45am 29 Advanced 706
30 Partnership Interests
31 Estate Planning for Real Estate (repeated in session 34)
32 Elder Law: The Preservation of Assets and Dignity
8:55am-9:45am 33 Unwinding FLPs
34 Estate Planning for Real Estate (repeat of session 31)
35 Special Needs Trusts: : Essential Estate Planning for Disabled Family Members
9:45am - 10:15am Networking Break and Vendor Display
Concurrent Sessions (Select one)
Please carefully review the afternoon sessions as they vary in length
10:15am-12:00pm 36 Advanced 1041
37 Derivative Products in the Estate Planner's Toolbox
10:15am-11:05am 38 Reporting for Foreign Trusts and Entity Structures (Repeat of Session 206)
39 Estate Planning for S Corporations
11:10am-12:00pm 40 Financed Net Gifts
41 Advanced Roth Conversion
12:00pm - 1:00pm Lunch
1:00pm -1:55pm General Session
42 Planning Charitable Remainder Trusts for Maximum Benefit and Flexibility
1:55pm-2:55pm GeneralSession
43 state Legislative Update
2:55pm Conference Concludes
JW Marriott Washington DC
1331 Pennsylvania Avenue
Washington, DC 20004
Hotel Phone: (202) 393.2000
Hotel Reservations: (800) 266.9432
Hotel Room Rate: $169 single/double
Hotel Reservation Cutoff Date: June 27, 2010
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