The 2026 Virtual Tax & Estate Planning Forum Agenda
October 26 - 30, 2026
Topics, Speakers, and Times are subject to change
| Retirement Benefits Planning in 2026: What Estate Planners Need to Know Now Natalie Choate |
| Trusts are the Answer, No Matter the Question Jonathan Blattmachr and Teresa Bush |
| Federal Tax Update for Estate Planners: Estate, Gift, GST, and Income Tax Developments Samuel A. Donaldson, Professor of Law, Georgia State University, Atlanta, GA |
| Advanced Basis Planning Griffin Bridgers, Attorney |
| Property Tax Change in Ownership Planning – Techniques to Keep Assessments Low Gregory Broege, Ajalat, Polley, Ayoob, Matarese & Broege |
| How Artificial Intelligence Affects Estate Planning in 2026 Gerry Beyer, Professor of Law, Texas Tech University SOL |
| California Estate and Trust Law Update: Key Developments for Practitioners Patrick Kohlmann, Temmerman, Cilley, Kohlmann & Norcia, LLP |
| Safely Transferring Real Estate Between LLCs and Trusts—Advanced Legal Strategies Jennifer Scharre, Coblentz, Pach, Duffy & Bass LLP |
| The Hidden Traps of Foreign Trusts: U.S. Tax, Reporting, and Compliance Pitfalls Brian Tsu |
| The Effective Use of Directed Trusts Mary Vandenack |
| Modifying and Modernizing Trusts Using Decanting and Nonjudicial Settlement, Agreements to Modify and Modernize Trusts Kirsten Wolff and Michael M. Gordon |
| Estate Planning When Estate Tax Doesn’t Matter Robin L. Klomparens |
| Professionalism & Civility in the Legal Profession: Practical Strategies for Lawyers (and Litigators) in High-Conflict Matters Ellen Pansky |
| Recognition and Elimination of Implicit Bias in the Legal Profession Speaker TBA |
| Competency Speaker TBA |