This registration form is for Thursday, October 24, 9:00 a.m.–4:30 p.m. ET
This program is also available on:
Monday, October 28, 9:00 a.m.–4:30 p.m. ET
MCLE Credit: | 6.0 (Ethics: 1.0) |
Live-Interactive Credit: | 6.0 (all dates, all formats) |
Designation Credit: | 6.0 Trusts and Estates, 1.0 Ethics |
Live on Site:
Webcast: (10/28/2024 date only)
Telephone: (10/28/2024 date only)
Cosponsored with the Trusts and Estates Section of the Virginia State Bar
One day, six fantastic topics. You need practical, real-world information on planning, drafting documents, and administering estates, something you can put to use every day.
This year’s conference features topics that are extremely important for your estate planning practice. The written materials are simply invaluable: “Priceless.” They will serve as great reference tools for many, many years in your office.
COVID-19 POLICY FOR LIVE-ON-SITE ATTENDANCE
By attending a live-on-site Virginia CLE® seminar, you acknowledge the health risks associated with COVID-19 and that you MUST follow all Virginia CLE® COVID-19 policies. You may NOT attend a live-on-site program if you have tested positive for COVID-19, if you are experiencing COVID-19 symptoms, or if you are under any self-quarantine orders per CDC guidelines.
Registration Deadlines:
Live on Site: | Online registration ends at 11:59 p.m. the day preceding the seminar |
Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $90 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE®.
Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.
Dietary Restrictions: If you have dietary restrictions and are attending the seminar in person, please email deanna.mcglothlin@vacle.org.
Inclement Weather Policy and Updates.
MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.
Can’t Attend?
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program’s seminar materials are made available for sale.
8:30 | Registration |
9:00 |
The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments |
10:00 | Break |
10:05 |
Virginia Developments in Estate Planning and Administration |
11:05 | Break |
11:15 |
Marital Deduction Pitfalls and Avenues for Course Correction
|
12:15 | Lunch (provided at live-on-site seminar) |
1:00 |
Updates and Implications of the SECURE Act |
2:00 | Break |
2:15 |
Ethics Issues in Trust and Estate Planning and Administration |
3:15 | Break |
3:25 |
Trusts and Estates Practice in the Modern Era: What Is Keeping Us Awake at Night? |
4:30 | Adjourn |
Sydney Albrecht, Schooley Law Firm, PC / Richmond
Michael H. Barker, McGuireWoods LLP / Richmond
Sarah E. Brownlow, Virginia Estate & Trust Law, PLC / Richmond
Calvin H. Cobb, III, Reed Smith / McLean
Aejaz A Dar, Yates Campbell LLP / Fairfax
Ryan I. Glaser, Schooley Law Firm, PC / Richmond
Jennifer Lucey, Lucey Law, PLLC / Washington, DC
Yahne Miorini, Miorini Law PLLC / Vienna
William I. Sanderson, McGuireWoods LLP / Washington, DC
Jennifer Lee Schooley, Schooley Law Firm, PC / Richmond
Kevin L. Stemple, Yates Campbell LLP / Fairfax