| MCLE Credit: | 1.0 (Ethics: 0.0) |
| Live-Interactive Credit: | 0.0 |
| Designation Credit: | 1.0 Trusts and Estates (Designations Information) |
| GAL for Incapacitated Persons CE Credit: |
1.0 (GAL Information) |
| Price: | $79 (Includes a downloadable audio version.) |
| Viewable Through: | 01/31/2026 |
$79.00 (or 1 Bundle Credit)
A pre-recorded streaming VIDEO replay of one session from the April 2023 live seminar, Conner-Zaritsky 44th Annual Advanced Estate Planning and Administration Seminar.
Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association
This presentation explores the flexibility, opportunities, and pitfalls for estate and tax planning for the married client, such as portability; opportunities for estate tax, gift tax, and GST tax planning involving a spouse; SLATs/SLANTs/SPLATs (and the rest of this family of acronyms); reciprocal trusts; the “step” transaction doctrine; planning and the potential for divorce, such as the effect of divorce on grantor trusts; and citizenship and its effect on marital planning.
FACULTY
Stephen Murphy, McGuire Woods, LLP / Charlottesville
MODERATOR
Frank A. Thomas, III, Frank A. Thomas, III PLC / Orange
 |  |
