27th Annual Agenda
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| Thursday, October 18th |
| Friday, October 19th |
| Saturday, October 20th |
| To get a printer friendly copy of the agenda Check Here |
| Thursday, October 18, 2007 |
| 6:30 A.M. TO 8:00 A.M. - Registration - Continental Breakfast |
| 8:00 A.M. TO 9:00 A.M |
| Estate and Income Tax Planning for the Passage of Family Vacation Homes Using Conservation Easements, QPRTs, Family LLCs, Dynasty Trusts and Other Strategies (with Forms) Nancy G. Henderson Henderson & Caverly LLP, Rancho Santa Fe, CA |
| 9:00 A.M. TO 10:00 A.M. |
| A Hitchhiker's Guide to International Estate Planning (Estate Planning for US Citizens with Assets Abroad and for Nonresidents with US Assets) Samuel A. Donaldson Professor of Law University of Washington School of Law, Seattle, WA |
| 10:15 A.M. TO 12:15 P.M. |
| Flaws in Asset Protection Schemes: A View from the Creditor's Bar Jay Adkisson - Riser Adkisson LLP - Laguna Niguel, CA Christopher L. Pitet - Grobaty & Pitet - Newport Beach, CA Richard L. Enkelis - Law Office of Richard L. Enkelis - Pasadena, CA |
| 12:15 P.M. TO 1:45 P.M. - Lunch |
| 1:45 P.M. TO 2:45 P.M. |
| Special Issues with Trusts and Partnerships in Estate Administration Carol A. Cantrell Briggs & Veselka Co. - Bellaire, TX |
| 2:45 P.M.TO 3:45 P.M. |
| The Extra Mile - Drafting for Flexibility in the Face of Possible Estate Tax Reform (with Forms) Steven E. Trytten Anglin, Flewelling, Rasmussen, Campbell & Trytten - Pasadena, CA |
| 4:00 P.M. TO 5:00 P.M. |
| Ethical and Professional Conflict Conundrums for Trusts and Estates Practitioners Sean SeLegue Howard Rice Nemereovski Canady Falk & Rabkin - San Francisco, CA |
| 5:00 P.M.TO 6:30 P.M. |
| The Captive Insurance Company and Its Role in Multi-Generation Wealth Transfers Jay Adkisson - Riser Adkisson LLP - Laguna Niguel, CA Donnie Spann - Captive Insurance Director, Utah Insurance Department Frederick E. Turner - Turner, Reynolds, Greco and O'Hara - Irvine, CA |
| Friday, October 19, 2007 |
| 7:00 A.M. TO 8:00 A.M. - Continental Breakfast |
| 8:00 A.M. TO 11:15 A.M. [Includes a 15 minute break] |
| Recent Developments in Retirement Planning: Hot Topics and New Ideas (1 hour) The 170 Best & Worst Planning Ideas for Your Client's Retirement Benefits (2 hours) Natalie B. Choate Bingham, McCutchen LLP - Boston, MA |
| 11:15 A.M. TO 12:15 P.M. |
| Handling Affirmative and Deemed Allocations of GST Exemption (with Trust and Compliance Forms) Diana S.C. Zeydel Greenberg Traurig, Miami, FL |
| 12:15 P.M. TO 2:00 P.M. - Lunch |
| 2:00 P.M. TO 3:00 P.M. - Workshops |
| Workshop #1 |
| The Generation-Skipping Transfer Tax: Current Problems and Developments Diana S.C. Zeydel |
| Workshop #2 |
| Creditors vs Asset Protection Strategies: How Creditors' Attorneys View the Most Common Asset Protection Strategies, such as Family Limited Partnerships and Offshore Trusts, and Their Strategies for Defeating Them Jay Adkisson, Christopher L. Pitet, Richard L. Enkelis & Joseph Petricelli |
| Workshop #3 |
| Medicaid Planning Strategies and Special Needs Trusts (Forms) Michael Gilfix - Gilfix & La Poll Associates - Palo Alto, CA |
| Workshop #4 |
| The Best Zero Tax Planning Tools Tim Voorhees - Brown and Streza LLP - Irvine, CA |
| Workshop #5 |
| Problems and Solutions in Exercising Discretionary Trust Powers Seth M. Skootsky - Skootsky & Der - San Francisco, CA, David Lauer - Wells Fargo Bank, and Michael Dobrov - Bank of America |
| 3:15 P.M. TO 4:15 P.M. - Workshops |
| Workshop #6 |
| The Nuts and Bolts of Dividing the Joint Trust on the First Death Steven E. Trytten |
| Workshop #7 |
| South Dakota's New Trust Law: What Should You Consider in Selecting the Situs of a Domestic Discretionary Trust? Mark Merric - Merric Law Firm LLC - Denver CO Frances Becker - Lynn Jackson Shultz & Lebrun PC - Rapid City, SD Pierce H. McDowell - South Dakota Trust Company - Sioux Falls, SD |
| Workshop #8 |
| Ethical Concerns in Trusts and Estates Litigation Margaret G. Lodise - Sacks Glazier Franklin & Lodise - Los Angeles, CA |
| Workshop #9 |
| Practical Considerations for Achieving Success in the Ownership and Administration of Cherished Family Properties, including Dispute Avoidance and Resolution (with Forms) Kristen E. Caverly - Henderson & Caverly LLP - Rancho Santa Fe, CA |
| Workshop #10 |
| Trustee's Alternatives to Mandatory Distribution of Net Income: The Unitrust and the Power to Adjust Seth M. Skootsky, David Lauer and Michael L. Dobrov |
| 4:30 P.M. TO 5:30 P.M. - Workshops |
| Workshop #11 |
| The Law and Rules Governing the Nonprofessional Trustee's Duty and Power to Invest Trust Assets under the Uniform Prudent Investor Act and Peculiar Issues that Might Arise John A. Hartog - The Law Office of John A. Hartog - Orinda, CA |
| Workshop #12 |
| Captive Insurance for Estate Planning -- How Captive Insurance Arrangements Can Be Used to Meet Wealth Transfer and Preservation Goals, and How They Can Fit into an Overall Estate Plan Jay D. Adkisson, Donnie Spann and Frederick E. Turner |
| Workshop #13 |
| Case Study: Trust Accounting and Preparation of the Feeral Estate Tax Return Made Easy Using the Gillett Estate Management Suite Mark Gillett, Professor of Law, University of Oklhoma - Norman, OK |
| Workshop #14 |
| The Transfer Tax Audit: The Beginning of the Litigation Discovery Process John W. Porter - Baker & Botts LLP - Houston, TX |
| Workshop #15 |
| California
2007 Legislation Affecting Estate Planning, Trusts, Probate, Conservatorships,
and Guardianships James S. Birnberg Oldman, Cooley, Leighton, Sallus, Gold & Birnberg - Encino, CA |
| Workshop #16 |
| Arizona
2007 Judicial Decisions and Legislation Affecting Estate Planning,
Trusts, Probate, Conservatorships, and Guardianships John Paul Parks John Paul Parks P.L.L.C. Scottsdale, AZ |
| Saturday, October 20, 2007 |
| 7:00 A.M. TO 8:00 A.M. - Continental Breakfast |
| 8:00 A.M. TO 9:00 A.M. |
| The Evolving World of Asset Preservation and Long Term Car Michael Gilfix Gilfix & La Poll Associates - Palo Alto, CA |
| 9:00 A.M. TO 12:15 P.M. (includes a 15 minute break |
| Professor Pennell's Review and Analysis of the Current Tax & Estate Planning Developments Jeffrey Pennell Professor of Law, Emory University School of Law - Atlanta, GA |
| 12:15 P.M. TO 1:15 P.M. - Lunch |
| 1:15 P.M. TO 2:15 P.M. |
| An Alternative Strategy to the Bypass and Marital Trusts (Forms) John A. Hartog Law Office of John A. Hartog - Orinda, CA |
| 2:15 P.M. TO 3:15 P.M. |
| Family Limited Partnership Wars Updated John W. Porter Baker & Botts - Houston, TX |
| 3:30 P.M. TO 5:00 P.M. |
| The Grantor Trust Rules: What Every Estate Planner Must Know Mark Merric Merric Law Firm, Denver, CO |
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