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Wednesday, October 26, 2011
Thursday, October 26, 2011
Fridaday, October 26, 2011
Saturday, October 26, 2011
| Wednesday, October 26, 2011: Annual Forum Agenda |
| 10:00 A.M. TO 12:00 P.M. Registration |
| 12:00 P.M. TO 1:00 P.M. |
| Hot Asset Protection Issues |
| Jay D. Adkisson |
| Riser Adkisson LLP, Newport Beach CA |
| 1:00 P.M. TO 2:00 P.M. |
| Estate Planning For The LGBT Community: Not For the Faint of Heart |
| Virginia Palmer |
2:00 P.M. TO 3:00 P.M. |
| The Trust Protector: Powers, Duties, Responsibilities and Liabilities with Forms |
| Andrew M. Katzenstein |
| Proskauer, Los Angeles, CA |
| 3:00 P.M. TO 3:15 P.M. Break |
| 3:15 P.M. TO 4:15 P.M. |
| How to Draft and Administer the Administrative Trust and IRC Section 645 Post-Mortem Election to Treat Revocable Trust as Part of an Estate for Income Tax Purposes |
| John A. Hartog |
| Hartog & Associates, A Professional Corporation, Orinda, CA |
| 4:15 P.M. TO 5:15 P.M. |
| Life Insurance Settlements: A Sensible Exit Strategy from Unwanted or Under- Performing Life Insurance Policies |
| M. Bryan Freeman |
| Habersham Funding LLC, Atlanta, GA |
| 4:00 P.M. TO 4:15 P.M. Break |
| 5:15 P.M. TO 6:15 P.M. |
| The Limited Liability Company: New Developments |
| Phillip L. Jelsma |
| Luce Forward — San Diego, CA |
| 6:15 P.M. TO 7:45 P.M. |
| Wine and Cheese Reception |
| Thursday, October 27, 2011: Annual Forum Agenda |
| 7:00 A.M. TO 8:00 A.M. Continental Breakfast |
| 8:00 A.M. TO 10:00 A.M. |
| Strategic Choices and Compliance with Forms 706, 709, and 8939 for Deaths and Gifts in 2010 and 2011 Including Generation Skipping Tax Issues and Notice 2011-66 and Revenue Procedure 2011-41 |
| Keith Schiller |
| Schiller Law Group, A Professional Corporation, Orinda, CA |
| Michael J. Jones, CPA |
| Thompson Jones LLP, Monterey, CA |
| 10:00 A.M. TO 10:15 A.M. Break |
| 10:15 A.M. TO 11:15 A.M. |
| Powers of Appointment under the Restatement (Third) of Property--A Device to Achieve Important Non-Tax Dispositive Goals: Flexibility, Control and Creditor Protection |
| Professor Ira Mark Bloom |
| Albany Law School, Albany, New York |
| 11:15 A.M. TO 12:15 P.M. |
| Valuation--the Core Concept in Succession Planning: New Cases, New Strategies and Old Pitfalls |
| Owen G. Fiore |
| Wealth Planning Consulting, Kooskia, ID |
| John W. Prokey |
| Ramsbacher Prokey LLP, San Jose, CA |
| 12:15 P.M. TO 2:15 P.M. |
| Luncheon — hosted by Sterling Foundation Management, LLC |
| 2:15 P.M. TO 3:15 P.M. |
| A Portable Guide to the Portability Election and Planning for the $5 Million Exclustion |
| Professor Samuel A. Donaldson |
| Associate Dean and Professor of Law, University of Washington School of Law, Seattle, WA |
| 3:15 P.M. TO 4:15 P.M. |
| Effective and Tax-Efficient Business Succession Planning: Overcoming the Complexity and Multiple-Disciplinary Nature of Family Business Succession Planning |
| Daniel L. Daniels |
| Wiggin and Danna, Greenwich, CT |
| David T. Leibell |
| Wiggin and Danna, Greenwich, CT |
| 4:15 P.M. TO 4:30 P.M. Break |
| 4:30 P.M. TO 5:30 P.M. |
| The Overlooked Asset Class: Optimizing Life Insurance in the Context of Investment Management |
| Richard M. Weber, MBA, CLU, AEP |
| The Ethical Edge, Inc. Pleasant Hill, CA Backruptcy Trustee Marshack Hays LLP |
| 5:30 P.M. TO 6:30 P.M. |
| Keeping the Wolves from the Door: How Effective Are Third-Party and Self-Settled Trusts in Protecting a Beneficiary's Interest in a Trust from Creditors' Claims and the Reach of the Bankruptcy Trustee |
| Barry S. EngelEngel & Reiman PC, Denver, CO |
| Richard MarshackBackruptcy Trustee Marshack Hays LLP, Irvine, CA |
| D. Edward Hays Marshack Hays LLP, Irvine, CA |
| Friday, October 28, 2011: Annual Forum Agenda |
| 7:00 A.M. TO 8:00 A.M. Continental Breakfast |
| 8:00 A.M. TO 11:15 A.M. (Includes one 15 minue break) |
| Employee Benefits: New Developments, Case Studies, and IRAs with Hair |
| Natalie B. Choate |
| Nutter McClennen & Fish LLP, Boston, MA |
| Fiduciary Litigation and Uniform Law Update: UTC Litigation, Other Litigation, the Power of Attorney Act, and a Preview of Issues in the Premarital and Marital Agreements Act |
| Turney P. Berry |
| Wyatt Tarrant & Combs LLP, Louisville, KY |
| 12:15 P.M. TO 2:15 P.M. Lunch |
2:15 P.M. TO 3:15 P.M. — Workshops |
| Workshop#1: |
Employee Benefits: Advising Executors and Beneficiaries |
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Natalie B. Choate |
| Workshop#2: |
California 2011 Legislation Affecting Estate Planning, Trusts, Probate, Conservatorshilps and Guardianships |
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James R. Birnberg |
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Oldman, Cooley, Sallus, Gold, Birnberg & Coleman LLP — Encino, CA |
| Workshop#3: |
Strategic Choices and Compliance with Forms 706, 709, and 8939 for Deaths and Gifts in 2010-2012 (including GST issues): An Interactive Workshop Addressing Issues of Concern to You |
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Keith Schiller and Michael J. Jones |
| 3:30 P.M. TO 4:30 P.M. — Workshops |
| Workshop#4: |
Employee Benefits: Making Retirement Benefits Payable to Trusts |
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Natalie B. Choate |
| Workshop#5: |
Paying, Defending and Objecting to Trustee's Attorneys' Fees |
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John A. Hartog |
| Workshop#6: |
Advanced Business Succession Planning Strategies |
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Daniel L. Daniels and David T. Leibel |
| 4:45 P.M. TO 5:45 P.M. — Workshops |
| Workshop#7: |
Employee Benefits: Minimum Distribution Boot Camp |
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Natalie B. Choate |
| Workshop#8: |
Toxic Life Insurance Policies - and What to Do About Them |
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Richard M. Weber |
| Workshop#9: |
The Discretionary Trust as a Creditor Protection Strategy: A Survey of the Various State Laws including California, Arizona, and the Lead Trust Jurisdictions |
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Mark Merric |
| Saturday, October 29, 2011: Annual Forum Agenda |
| 7:00 A.M. TO 8:00 A.M. Continental Breakfast |
| 8:00 A.M. TO 11:15 A.M. (Includes one 15 minute break) |
| Professor
Pennell’s 2010 Review and Analysis of the Current Tax and Estate Planning
Developments |
| Professor Jeffrey N. Pennell |
| Richard H. Clark Professor of Law — Emory University School of Law—Atlanta, GA |
| 11:15 P.M. TO 12:15 P.M. |
| Domestic Asset Protection Trusts: The Current Status of Lead Trust State Laws Which Provide Asset Protection Benefits for Settlors |
| Mark Merric |
| Holme Roberts & Owen LLP, Denver, CO |
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The Southern California
Tax & Estate Planning Forum
2470 Union Street, San Diego, California 92101-1320
Telephone: 1-800-332-3755. Fax (619) 696-7010
Send us an email |
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