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Estate Planners Day 2020 Agenda & Topics
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Learn More about the 2020 Sessions:

 

8:00 - 8:45 AM: Breakfast with Sponsors

 

8:50 - 8:55 AM: Opening Remarks

 

9:00 - 10:00 AM: Prenups, Estate Planning and international Considerations: How to Get Them Right From the Outset
Speakers: Rosie Schumm, Sean Weisbart, Evan Schein

This session will run as a Q & A with the panel addressing the following:
1. How do you broach the difficult subject of prenups with your clients?
2. In terms of drafting considerations, what are the essential elements? Specifically how do you address the trust issue from the perspective of definitions of Separate Property and providing full financial disclosure? Also, how do you address international considerations in such documents?
3. What are the pitfalls of prenups and what should you avoid?
4. How to successfully navigate the negotiations from a psychological perspective?
5. How do family/estate attorneys work together to achieve the best result for their clients in a timely manner?

 

10:15 - 11:05 AM: Oops - Planning Was Not Perfect: Fixing and Preventing Unintended Consequences
Speakers: Sharon Kelin, Gideon Rothchild, Ladidas Lumpkins 

What do you do when planning isn’t perfect?  When an ex-spouse is named as a beneficiary of a trust or other asset?  When a trust has a properly crafted spendthrift provision, but also mandatory distribution requirements that a creditor could potentially reach?  Or when the perfect multi-generational estate plan is upended by an act of Congress?  Whether due to changes in life, changes in the law, or something else, sometimes planning comes up short.  This session examines common unintended consequences when planning isn’t perfect, and offers best practices and tools to fix and prevent them. 

 

11:05 - 11:20 AM: Networking Break

 

11:20 - 12:10 PM: International Estate Planning for the Domestic Advisor
Speakers: Todd Angkatavanich, Michael Schwartz, Ed Vergara

It is becoming more common for estate planning advisors to encounter clients with connections to other countries. This session provides an overview of U.S. tax rules relevant to estate planning  for clients with international connections -- both U.S. persons with financial interests outside the United States and foreign persons with financial interests within the United States. The session also highlights how the passage of the Tax Cuts and Jobs Act of 2017 affected some long-standing planning techniques.

 

12:10 - 1:20 PM: Lunch
Speaker: TBD

 

1:20 - 1:50 PM: Dessert with Sponsors

 

1:50 - 2:40 PM: Impact Investing
Speakers: Randy Kauffman, Eric Glass, Joanne Johnson

 

2:50 - 3:40 PM: Forensic/Valuation in the Context of Estate Planning and Allegations Fraud
Speaker: Harold Deiters III
This  presentation  will  cover  forensic  accounting  and  valuation  issues  that  arise  in  estate planning.  We will discuss some methods that we use to locate, determine, and quantify assets of an estate.  We will discuss some options that the parties have when involved in a contested estate setting and how we might go about arriving at the true value.  The attendees will obtain some insight and knowledge into the forensics and valuation process to be able to properly guide their clients when the need arises. 

 

3:40 - 3:55 PM: Break

 

3:55 - 4:45 PM: Should it Stay or Should it Go? Changing Situs, Appointing Successor Trustees and Modifying Irrevocable Trusts
Speakers: Eliza Shelvin Rizzo, Barbara Lawrence, Peter Gordon

This presentation will provide an overview of situs and governing law, effect and methods of changing situs, including appointing successor trustees, and the modification of trusts in the new jurisdiction, including decanting into directed trusts.  The primary focus will be on New York and Delaware but the presenters may touch upon other trust jurisdictions as well.  

  

4:45 PM - 5:00 PM: Closing Remarks

 

5:00 - 6:00 PM: Cocktail Reception

 

 

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