The Twentieth Annual Estate & Gift Tax Conference
Program Schedule
|
8 a.m.
|
Registration & Continental Breakfast
|
|
8:30 a.m. - 10 a.m.
|
A Fireside Chat with the IRS, District Counsel and the Tax Court
What every practitioner wants and needs to know about IRS and practicing
before the tax court.
Specialty Credit: Taxation Law: Estate and Gift Tax and Estate Planning; Trust and Estate Law: Estate Planning
Speakers:
- Donna Herbert, IRS Senior District Counsel
- James F. Hogan, Branch Chief, IRS Office of Chief Counsel, Passthroughs & Special Industries
- Judge Diane Kroupa, Tax Court
|
|
10 a.m.- 10:15 a.m.
|
Break
|
|
10:15 a.m. - 11:15 a.m.
|
Current Developments
An overview of current developments in estate planning, including a review
of important legislation and case law. The presentation will also examine
the current status of estate tax law and also takes a look at what the future
holds for estate planners.
Specialty Credit: Taxation Law: Estate and Gift Tax and Estate Planning, Current Developments, Trust and Estate Law; Estate Planning
Speakers:
- Robin Klomparens
- Kyle Martin
|
| 11:15 a.m. - 12:15 p.m. |
Appraisals -- How to Get and Defend a Good One
This presentation examines the criticality of obtaining an accurate appraisal and the proper approach to valuation and discounts. The panel will also discuss the importance of a “qualified appraisal” in charitable planning.
Specialty Credit: Taxation Law: Estate and Gift Tax and Estate Planning
Speakers:
- Mark Higgins
- James McCann, IRS appraiser
- John Toney
|
|
12:15 p.m. - 12:30 p.m.
|
Break
|
| 12:30 p.m. - 1:30 p.m. |
Luncheon (Provided): Between a Rock and a Hard Place -- Ethics 101 for Estate Planners; Estate Planner’s Roadmap to Conflicts of Interest
Conflicts can be an especially tricky area for estate planners. This course will provide tips and strategies for recognizing conflicts and how to deal with them when they arise.
Specialty Credit: Taxation Law: Ethics of Tax and Estate Planning Practice, Estate and Gift and Estate Planning; Trust and Estate Law: Estate Planning
Speakers:
- Phil Feldman
- Amy L. Bomse
|
| 1:30 p.m. - 2:30 p.m. |
GRATS & CLATS. Does Anyone Want One? If So, Hurry
This presentation will explore the current status of GRATS and CLATS and provide practitioners with practical insight as to when to utilize these planning options and when not to. The speaker will also discuss the risks and benefits of using GRATS in current planning in light of the fact changes may affect many useful GRATS.
Specialty Credit: Taxation Law: Estate and Gift Tax and Estate Planning; Trust and Estate Law: Estate Planning
Speaker: Paul Lee
|
|
2:30 p.m. - 2:45 p.m.
|
Break
|
|
2:45 p.m. - 3:45 p.m.
|
Estate Planning with Non Citizens
This course will provide tools and strategies for estate planners dealing with non-citizen clients. The speaker will also cover compliance, voluntary disclosure and other issues.
Specialty Credit: Taxation: Estate Gift Tax and Estate Planning, International and Trust and Estates Law: Estate Planning
Speaker: Patrick Martin
|
|
3:45 p.m. - 4:45 p.m.
|
Question & Answer
All of your questions answered by the top practitioners in the field.
Specialty Credit: Taxation Law: Estate and Gift Tax and Estate Planning; Trust and Estate Law: Estate Planning
Speakers:
- Dennis Leonard
- Phil Feldman
- Kyle Martin, Supervising Attorney (Estate Tax) IRS
|
Essential Information
Printable Brochure
For your convenience we have provided a printable version of the program brochure, which replicates the information on this web page.
Registration Information
Program package includes 7.5 hours of MCLE and legal specialization credits, printed program materials, continental breakfast and lunch.
Register Online
You can now REGISTER ONLINE for this program.
Registration by Mail or Fax
To register by mail or fax, print out and complete the Mail / Fax Reg. Form and return it with payment. Checks should be payable to The State Bar of California.
Mail To: Program Registrations, The State Bar of California, 180 Howard Street, San Francisco, CA 94105.
Or Fax To: Program Registration at 415-538-2368. In order to fax your registration, credit card information is MANDATORY (Visa or MasterCard only). Photocopies of checks will NOT be accepted.
Pre-Registration Fees
In order to pre-register, your form and check, payable to the State Bar of California, or credit card information, must be received by February 24, 2012.
- $295 Taxation Section Members
$355 Non-Section Members (includes enrollment in the Taxation Section for 2012)
$355 After February 24, 2012 (2012 Section Membership not included)
Government Attorneys:
- $195 Taxation Section Members
- $255 Non-Section Members (includes enrollment in the Taxation Section for 2012)
- $255 After February 24, 2012 (2012 Section Membership not included)
On-Site Registration
On-site registration will be on a space available basis. Call to confirm space availability.
- $355 On-site Registration fee for Section Members and for Non-Section Members
Cancellation / Refund Policy
Cancellations and requests for refunds must be received in writing no later than Friday, February 24, 2012 and are subject to a $25 service charge. Refunds will not be available after Friday, February 24, 2012.
Questions
For registration information call 415-538-2508. Telephone registrations will not be accepted. For program content and/or Section information call 415-538-2580.
Special Assistance
For special assistance, please call 415-538-2580.
Audio CDs
Audio CDs of the program will be available with a complete set of written materials from Versa-Tape. To order, please call 1-800-468-2737.
MCLE
The State Bar of California and the Taxation Section are approved State Bar of California MCLE providers.
Note: One registrant per form. Photocopies may be used.