Our Agenda

The 2020 VIRTUAL AGENDA

    1. 2020 Federal Estate Tax Update (3 Hours)
      Samuel A. Donaldson- Professor of Law, Georgia State University School of Law
    2. Coping with the Estate Planning Tsunami of 2020 (1 Hour)
      Jonathan Blattmachr- Principal, Pioneer’s Estate Planning Advisory Group
    3. Insecure about Secure? How to Plan and Draft for Retirement Plans after the Act Includes Forms (2 Hours)
      Steven E. Trytten- Partner, Henderson Caverly Pum Trytten LLP
    4. Estate Planning Adjustments in the Age of Covid-19 (2 Hours)
      Robert B. Fleming- Fleming& Curti, PLC
    5. California Property Taxation Reassessment: Change in Ownership, Major Exclusions & Trust Rules (1 Hour)
      Matthew Burke- Burke Law PC
    6. California Property Taxation Reassessment Legal Entity Change in Ownership Rules, Reporting Rules, Supplemental and Escape Assessments (1 Hour)
      Matthew Burke- Burke Law PC
    7. Proposed 1031 Regulations, Opportunity Zones, and Carried Interests (1 Hour)
      Phil Jelsma- Schiffman Southard & Swanson LLP
    8. Identifying and Discussing the Income Tax Elections in the Trust & Estate Taxation (1 Hour)
      Keith Schiller- Schiller Law Group
    9. Hot Topics & Pitfalls with Estate Tax Audits
      Keith Schiller- Schiller Law Group
    10. California Developments Legislation and Selected Cases (1 Hour)
      Patrick Kohlmann- Temmerman Cilley & Kohlmann LLP
    11. Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices (1 Hour)
      Gerry Beyer- Professor of Law Texas Tech University School of Law
    12. State Law Pitfalls: Don’t Step In It When Your Client Steps Across State Lines (1 Hour)
      Gerry Beyer- Professor of Law Texas Tech University School of Law
    13. Technology Resources to Provide Legal Services Remotely (1 Hour)
      Robert J. Ambrogi- Law Office of Robert J. Ambrogi
    14. Identifying and Explaining Lawyer’s Ethical Duty to Maintain Technology Competence (1 Hour)
      Robert J. Ambrogi- Law Office of Robert J. Ambrogi
    15. Rules of Professional Conduct of Particular Interest to Trust and Estate Lawyers (2 Hours)
      Robert L. Kehr- Kehr Schiff Crane & Cohen LLP
      Kevin Mohr- Professor of Law Western State College of Law
    16. Did You Not Notice? Protecting Lawyers and Trustees from Beneficiary Complaints: Roth v. Jelley: Building a Wall of Notice in Trust Administration and Litigation (1 Hour)
      John A. Hartog & Ryan J. Szczepanik, Hartog Baer & Hand Trust & Estate Law
    17. Understanding and Eliminating Racial Bias in the Legal Profession (1 Hour)
      Ann Jenrette-Thomas- Chief Diversity & Inclusion Officer, Stinson LLP
    18. Confronting Substance Abuse in the Legal Profession (1 Hour)
      Richard P. Green, Richard P. Green & Associates