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2015 Annual Meeting (Audio CD - Set A)
Member Price$125.00
Non-Member Price$225.00
Merchandise Description

This set includes 5 programs on 10 CD.  All material in this set were recorded at the
2015 Annual Meeting held March 3-8, 2015 in Marco Island, FL

Symposium II was not recorded.

Seminar A: Avoiding the IRS on your Valuation Journey: The Art of Crafting Defensible Appraisals

This session will provide guidance to estate planning attorneys in reading and commenting on valuation reports, with a focus on assisting readers in refining appraisals to ensure that gift, estate, and generation-skipping transfer tax returns are prepared in a manner that is most defensible in audit and in court, if need be.

Topics addressed will include:

  • The role of advisors in reviewing appraisal reports in detail
  • The backbone of appraisals
  • The type and extent of review of the appraiser’s analysis and conclusions

Speakers:

  • Louis S. Harrison, Chicago, IL
  • Stephanie Loomis-Price, Houston, TX

Seminar B: Tax Considerations in Fiduciary Litigation

There seems to be surprising little dialog between litigators and estate planners when it comes to fiduciary litigation. Language included (or not included) in pleadings, judgments and settlement agreements can have a huge impact on the tax treatment to your client when litigation is settled or judgments are entered. Learn the rules about the tax issues that are presented when fiduciary litigation is resolved (whether through settlement or at trial), including litigation involving claims, reformation, and construction. Litigators will learn to understand key issues that can mean the difference between a tax-free inheritance and a taxable event. Estate planners will learn how to add value to litigation matters by looking out for landmines, and actively planning during the course of the litigation to obtain the most favorable tax results. We’ll highlight the value of input on the tax side that may dramatically change the net results for your client.

Speakers:

  • David A. Baker, Chicago, IL
  • Mickey Davis, Houston, TX

Seminar C: Cleaning Up the Mess: Determining and Implementing Testator/Grantor Intent

Evolving legal and equitable remedies under state law, including contracts to make a will, oral trusts, constructive trusts, intentional interference with contract, and disclaimers, may allow material modifications of estate plans in wills, revocable trusts, and beneficiary designations to reflect the actual intent of the testator or the grantor. The tax and other legal effects of such remedies as well as the impact of a no-contest clause will also be addressed.

Speakers:

  • Gregory V. Gadarian, Tucson, AZ
  • Shirley L. Kovar, San Diego, CA
  • Neill G. McBryde, Charlotte, NC

Seminar D: Civility for Common Lawyers: Is It Possible and If So, How?

A panel of Fellows with extensive international experience will examine the interface of civil and common law concepts relevant in estate planning and administration. How do civil law systems deal with trusts, and are there functionally equivalent mechanisms for assets sitused in civil law jurisdictions? What are the prevalent forced heirship rules in civil law systems, and can forced heirship rights be enforced with respect to assets sitused in common law jurisdictions? What are the key differences and similarities in civil and common law systems for the transmission of wealth?

Speakers:

  • Martyn Christopher Gowar, London, England
  • Robert C. Lawrence III, New York, NY
  • Jean – Marc Tirard, Paris, France
  • Tina Wüstemann, Zurich, Switzerland

Symposium I: The Often Ignored If Not Forgotten Nest Egg; Practical Strategies for Estate Planning for Retirement Plans and IRAs

Attend this session for planning and drafting rules and tips on how to leave benefits to your spouse, non-spouse individuals, trusts, and/or charity, including how to deal with plan administrators. ACTEC’s own experts will provide specific strategies for specific client fact patterns, and alert you to recent cases, statutes, regulatory developments, and prospective statutory changes that may impact these strategies. Remember, these tips and strategies will be useful for your clients AND your own retirement benefits!

Speakers:

  • Natalie B. Choate, Boston, MA
  • Robert K. Kirkland, Liberty, MO
  • Steven E. Trytten, Pasadena, CA