The 2021 Tax & Estate Planning Forum Agenda

The 42nd Virtual Tax & Estate Planning Agenda – October 24 - 29, 2022

Times, Speakers, and Topics Subject to change

Saturday, October 29, 2022

Monday, October 24, 2022

8:30 a.m.- 9:30 a.m. Pacific Time

Estate Planning for Retirement Benefits Under Secure and The Proposed Regulations
PLANNING FOR ONE BENEFICIARY: How hard can it be, right?

No more happily ever after: From the stretch IRA to the 10-year rule

Your clients and their EDBS, PODBs, and Non-DBs: Case Studies!

Planning for a "plain old designated beneficiary"

How to draft an accumulation trust: To get “DB” status. The “oldest beneficiary.”

Toggles to disqualify your own trust

Planning for the surviving spouse: three options, two of which are good

How to draft a conduit trust. When to use a conduit trust or trusteed IRA.

Covered in the 3 sessions: 7 FIT [fiduciary income tax] facts you must know to
plan for and administer retirement accounts in a trust or estate

Natalie B. Choate, Lawyer. Wellesley MA

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate: 1 hour;
California Specialization Credit in Taxation: 1 hour

9:30 a.m.-9:40 a.m. Pacific Time - Intermission

9:40 a.m.-11:10 a.m. Pacific

Estate Planning for Retirement Benefits Under Secure and The Proposed Regulations
PLANNING FOR MULTIPLE BENEFICIARIES: Now that you've mastered the basics...

Case studies for (almost) every possible situation...

Young family with multiple minor children

Family with a disabled child: How to draft an “AMBT”

Planning options for NoMoTTYYs [Not More Than 10 Years Younger]

Client with “one of each” type of beneficiary

Window of hope: Save the day with post-death trust changes!

Natalie B. Choate, Lawyer, Wellesley, MA

MCLE credit: 1.5 hours; California Specialization Credit in Estate Planning, Trust and Probate: 1 hour;
California Specialization Credit in Taxation: 1.5 hour

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11:10 a.m.-11:20 a.m. Pacific Time Intermission

11:20 a.m.-12:50 p.m. Pacific Time

Estate Planning for Retirement Benefits Under Secure and The Proposed Regulations
THREE OTHER VITAL TOPICS PLUS Q&A: Hello Expert!

Q&A from the morning sessions, if any left over

Charitable giving with retirement benefits

Roth account planning: How, how much, when, who, & what to do with it.

Post-death administration of retirement accounts: Transfers and disclaimer

Natalie B. Choate, Lawyer, Wellesley, MA

MCLE credit: 1.5 hours; California Specialization Credit in Estate Planning, Trust and Probate: 1 hour; California Specialization Credit in Taxation: 1.5 hour

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Tuesday, October 25, 2022

8:30 a.m.-9:30 p.m. Pacific Time

Blattmachr's Top Estate Planning and Estate Tax Developments of 2022

Jonathan Blattmachr, Pioneer Wealth Partners, New York, NY

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate: 1 hour;
California Specialization Credit in Taxation: 1 hour

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9:30 a.m.-9:40 a.m. Pacific Time Intermission
9:40 a.m.-10:40 p.m. Pacific Time

Flexible Beneficiary Trusts: A Guide to Reduce Trust Income Taxes
and Protect Trust Assets from Creditors and Spendthrift Beneficiaries

Jonathan Blattmachr, Pioneer Wealth Partners, New York, NY

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate: 1 hour;
California Specialization Credit in Taxation: 1 hour

10:40 a.m.-10:50 a.m. Pacific Time Intermission
10:50 a.m.-11:50 a.m. Pacific Time

Even Without Estate Tax the Right Answer Is Still the Same, Put It All in Trust

Jonathan Blattmachr, Pioneer Wealth Partners, New York, NY

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate: 1 hour;
California Specialization Credit in Taxation: 1 hour

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11:50 p.m.-12:00 p.m. Pacific Time Intermission
12:00 p.m.-1:00 p.m. Pacific Time

2021-2022 Legislation/Developments in Estate Planning, Trust and Probate Law

Patrick Kohlmann, Temmerman Cilley & Kohlmann, San Jose, CA

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust, and Probate 1 hour

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Wednesday, October 26, 2022

8:30 a.m.-9:30 a.m. Pacific Time

What Estate Planning Practitioners Need to Know about Bitcoin,
Cryptocurrency and Nonfungible Tokens (NFTs)

Suzanne Brown Walsh, Murtha Cullina LLP, Hartford, CT

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate: 1 hour;
California Specialization Credit in Taxation: hour

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9:30 a.m.-9:40 a.m. Pacific Time Intermission
9:40 a.m.-11:10 a.m. Pacific Time

California Property Tax Update Now that Prop 19 is Here to Stay

Jennifer Scharre, Temmerman Cilley & Kohlmann, San Jose, CA

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust, and Probate 1 hour;
California Specialization Credit in Taxation: hour

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11:10 a.m.-11:20 a.m. Pacific Time Intermission
11:20 a.m.-12:50 p.m. Pacific Time

Alphabet Soup - Advanced Estate Planning

Jennifer Scharre, Temmerman Cilley & Kohlmann, San Jose, CA

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust, and Probate 1 hour

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Thursday, October 27, 2022

8:30 a.m.-9:30 a.m. Pacific Time

The Trust Protector: Friend? Foe? Fiduciary? Or all of the above??

Alexander Bove, Jr., and Karen L. Witherell, Bove & Langa Law Office, Boston, MA

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate:1 hour,
California Specialization Credit in Taxation: hour

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9:30 a.m.-9:40 a.m. Pacific Time Intermission
9:40 a.m.-10:40 a.m. Pacific Time

Trust Modification and Decanting: The Hype vs. The Law

Jeffrey Pennell, Professor, Emory University SOL, Atlanta, GA
Reid K. Weisbord, Professor, Rutgers Law School, Newark, NJ

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate: 1 hour;
California Specialization Credit in Taxation: hour

10:40 a.m.-10:50 a.m. Pacific Time Intermission
10:50 a.m.-11:50 a.m.

Innovation and Technology Developments in Estate Planning Practice:
The Duty to Keep Abreast of Relevant Technology

Mary Vandenack, Vandenack Weaver LLC, Omaha, NE

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate: 1 hour;
California Ethics: 1 hour

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11:50 a.m.-12:00 p.m. Pacific Time Intermission
12:00 p.m.-1:00 p.m.

Overcoming Implicit Bias in the Legal Profession

Ann Jenrette-Thomas, Chief Diversity and Inclusion Officer, Stinson Law Firm, Minneapolis, MN

MCLE credit: 1 hour; California Elimination of Bias: 1 hour

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Friday, October 29, 2022

8:30 a.m.-9:30 a.m. Pacific Time

What You Need to Know About the Corporate Transparency Act

Phil Jelsma, Crosbie Gliner Schiffman Southard Swanson, San Diego, CA

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate: 1 hour;
California Specialization Credit in Taxation: 1 hour

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9:30 a.m.-9:40 a.m. Pacific Time Intermission
9:40 a.m.-10:40 a.m. Pacific Time

Using A Children’s Trust To Maintain Control: The Key To Estate Tax,
Capital Gains Tax and Ordinary Income Tax Planning and Asset Protection Planning

Bruce Givner, KFB Rice, LLP, Los Angeles, CA

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate: 1 hour;
California Specialization Credit in Taxation: 1 hour

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10:40 a.m.-10:50 a.m. Pacific Time Intermission
10:50 a.m.-11:50 a.m. Pacific Time

Workshop: Answering Your Federal Estate and Gift Tax Questions

Keith Schiller, Schiller Law PLC

CLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate: 1 hour;
California Specialization Credit in Taxation: 1 hour

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11:50 a.m.-12:00 p.m. Pacific Time Intermission
12:00 p.m.-1:00 p.m. Pacific Time

Substance Abuse in the Legal Profession: Prevention, Detection, and Treatment

David Mann, Drug and Alcohol Rehabilitation Counselor

MCLE credit: 1 hour; Competence/Substance Abuse 1 hour

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Saturday, October 29, 2022

8:30 a.m.-9:30 p.m. Pacific Time

Recent Estate and Gift Tax Developments Part 1

Samuel A. Donaldson, Professor of Law, Georgia State University College of Law, Atlanta, GA

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate 1 hour;
California Specialization Credit in Taxation 1 hour

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9:30 p.m.-9:40 p.m. Pacific Time Intermission
9:40 p.m.-10:40 p.m. Pacific Time

Recent Estate and Gift Tax Developments Part 2

Samuel A. Donaldson, Professor of Law, Georgia State University College of Law, Atlanta, GA

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate 1 hour;
California Specialization Credit in Taxation 1 hour

10:40 p.m.-10:50 p.m. Pacific Time Intermission
10:50 p.m.-11:50 a.m. Pacific Time

Recent Estate and Gift Tax Developments Part 3

Samuel A. Donaldson, Professor of Law, Georgia State University College of Law, Atlanta, GA

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate 1 hour;
California Specialization Credit in Taxation 1 hour

11:50 p.m.-12:00 p.m. Pacific Time Intermission
12:00 p.m.-1:00 p.m. Pacific Time

Ethical Issues Confronting the Tax Preparer

Conrad Davis, CPA/CFF, CFE, Crowe LLP, Sacramento, CA

MCLE credit: 1 hour; California Specialization Credit in Estate Planning, Trust and Probate 1 hour;
California Specialization Credit in Taxation 1 hour; California credit in Ethics: 1 hour

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Table of Contents

Monday, October 24, 2022

Tuesday, October 25, 2022

Wednesday, October 26, 2022

Thursday, October 27, 2022

Friday, October 28, 2022

Saturday, October 29, 2022