| MCLE Credit: | 6.0 (Ethics: 1.0) |
| Live-Interactive Credit: | 0.0 |
| Designation Credit: | 6.0 Trusts and Estates, 1.0 Ethics (Designations Information) |
| GAL for Incapacitated Persons CE Credit: |
6.0 (GAL Information) |
| Price: | $309 (Includes a downloadable audio version.) |
| Viewable Through: | 08/31/2025 |
$309.00 (or 6 Bundle Credits)
A pre-recorded streaming VIDEO replay from the October 2022 live seminar, 41st Annual Trusts and Estates.
Cosponsored with the Trusts and Estates Section of the Virginia State Bar
Supported by TCV Trust & Wealth Management, Commonwealth Community Trust, and Nottingham Life Settlements
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 featured topics extremely important for your estate planning practice.
The downloadable e-book seminar materials are simply invaluable: “Priceless.” They serve as a great reference tool for many, many years in your office.
This year’s topics include:
COURSE TOPICS
| The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments Michael H. Barker
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| Virginia Developments in Estate Planning and Administration Alvi Aggarwal The latest on new Virginia legislation and case law. |
| Pooled Special Needs Trust: An Important Estate Planning Tool to Preserve Assets and Protect Public Benefits Joanne Marcus, Shannon Laymon-Pecoraro
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| Estate Planning for Changes in Retirement Plans and a Rising Interest Rate John Peterson, Alex Powell
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| Ethical Issues Facing Trusts and Estate Lawyers Stephen W. Murphy This interactive session will use hypotheticals to explore ethics issues likely to face lawyers involved in trust and estate planning and administration. Among other things, the session will focus on: defining the “clients” in multigenerational family and joint representation settings; conflicts during trust and estate planning, between clients’ interests (including assisting one client in disinheriting another client), and between clients and their lawyers (including dealing with impaired clients); unauthorized practice of law and multijurisdictional practice issues involved in trust and estate planning; privilege issues (including the impact of family members’ and agents’ participation in privileged communications); lawyers’ liability to non-clients for negligent estate planning; conflicts arising during the administration process (including properly characterizing the “client” when representing an executor or trustee); privilege ownership after a decedent’s death. |
| Estate Planning and Administration Considerations for Digital Assets and Cryptocurrency Jennifer Lucey, Raffi Teperdjian This CLE will provide an overview of the technology behind trending digital assets, including cryptocurrencies and non-fungible tokens, so practitioners can better understand how to advise their clients in planning for and administering these types of assets. The presentation will then move on to discuss the private and public regimes governing these assets, as well as estate planning and administration considerations when planning for and administering digital assets, focusing on cryptocurrencies and non-fungible tokens. |
FACULTY
Alvi Aggarwal, Yates Campbell & Hoeg LLP / Fairfax
Michael H. Barker, McGuireWoods LLP / Richmond
Shannon Laymon-Pecoraro, Hook Law Center, PC / Virginia Beach
Jennifer Lucey, Lucey Law, PLLC / Washington, DC
Joanne Marcus, Commonwealth Community Trust / Richmond
Stephen W. Murphy, McGuireWoods / Charlottesville
John M. Peterson, Kaufman & Canoles, PC / Norfolk
Alexander W. Powell, Jr., Kaufman & Canoles, PC / Williamsburg
Raffi Teperdjian, Protocol Labs / Falls Church
MODERATOR
Peter Holstead Davies, Davies & Davies / Lynchburg
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