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Estate Planners Day 2018 Agenda & Topics
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Learn More about the 2018 Sessions:

8 AM: Registration Opens. Join us for Breakfast!

9 AM
: Best Practices in Collaboration: A Roundtable Discussion
Panelists: Michael Gooen, Scott Ditman, Fred Laffie, and Geoff Sargeant
Moderated by Ruth Raftery

CPA Scott Ditman, Attorney Michael Gooen, Insurance Advisor Fred Laffie, and Investment Advisor Geoff Sargeant discuss collaboration across disciplines.  The panelists will use a case study to illustrate challenges and draw on their experience in pooling their specialized talents for the benefit of common clients.

10:15 AM: Planning under the TCJA -  Minimizing Estate and Income Taxes
Presenter: Gail Cohen

This session will review relevant portions of the TCJA and ideas for planning.  Topics with include revisiting the SLAT strategies to secure the larger lifetime exclusions set to sunset in 2026.  The session will provide an overview of basis adjustment strategies to assist in minimizing income taxes on low basis property.  And the session will review using  Delaware Trusts to minimize state income taxes in light of the elimination of the SALT deductions. 


11:05 am - 11:20 am: Break

11:20 AM: The Financial Challenges Women Face During and After Divorce 
Presenter: Stacy Francis
Women currently control 51%, or $14 trillion, of personal wealth in the U.S. and are expect¬ed to control $22 trillion by 2020.  Despite in¬creases in wealth, the path to financial security for divorced women has many obstacles. Financial challenges as a result of divorce are common, as the income that supported one household is split and must support two.  I conducted a study on women who are going through or have gone through divorce. The results shed light on the emotional, legal, & financial difficulties that women face during & after divorce. I will present an overview of the findings along with effective tools that will help you better serve these women. 

12:10 PM - LUNCH SESSION: You're Already Late! Secrets of Time Management Productivity, and Organization
Presenter: Andrew Mellen
Forget multitasking and other gimmicks—there are no short cuts to good time management. Fortunately, there are secret and not-so-secret ways to get and stay organized that save you time and get you back in the driver’s seat for good. Andrew Mellen, “The Most Organized Man in America,” will share with you practical, sustainable tips, tools and techniques so you can instantly regain valuable hours each week. Put an end to being busy and start being effective at work and home.


1:20 pm - 1:50 pm: Break

1:50 PM: Multiple Philanthropy Disorder: Post-Tax Reform Evaluation of Philanthropy from Numerous Perspectives
Panelists: John Bacon, Stephanie Heilborn, Ellen Israelson, and Janice Schoos

This presentation will cover changes in the tax law that impact charitable giving, reviewing what has changed and what has remained the same. Panelist will cover best strategies for clients who want to continue to engage in charitable giving in the most effective ways such as using CLATs, DAFs, private foundations and annuities. In addition, panelists will address how to guide clients and the charities in structuring gifts and drafting gift agreements that offer the maximum benefit for all parties. Beyond the technical aspects, ways to help clients define and pursue their philanthropic mission, vision, and goals will also be presented.


2:50 PM: Critical Issues Facing Senior Clients

Presenter: Sara Meyers (please note the change in presenter)
Presented by elder law attorney Sara E. Meyers, member at Enea, Scanlan & Sirignano, LLP, this one-hour course will provide attendees with an in-depth look at critical issues facing senior clients. Learn the criteria for Medicaid eligibility and most common components of asset protection planning (including important documents, the effective use of revocable and irrevocable trusts, etc.) as well as how these strategies can benefit your clients. 


3:40 pm - 3:55 pm: Break


3:55 PM: Estate Planning for Moderate Wealth:  The Intersection of Estate Planning, Financial Planning and Income Tax
Presenter: Jeffrey Hoenle
This presentation will help attorneys, accountants, financial planners and insurance professionals recognize efficient techniques to help families enjoy more of their retirement benefits while mitigating income taxes, and planning for both the surviving spouse and heirs.  The ingredients of important decisions will be discussed including when to take Social Security, which pension election options can impact a family and how to manage retirement account distributions with an eye towards taxation.  


5 PM: Stay for the Cocktail Reception!

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