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2017 Annual Meeting

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When: March 8, 2017 – March 12, 2017

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National Meetings

Professional Program Materials

Community Property in Common Law States: Stranger in a Strange Land?
The Battle Over Trusts in Divorce—Invasion and Surrender
Tempting But Dangerous Marketing Strategy – “Wills on Wheels” – Don’t Be Caught – by an Unauthorized Practice of Law Claim (Ethics)
Seminar A: Valuation Issues and the Proposed Section 2704 Regulations
Charitable Bequests of Retirement Assets: Strategies, Traps, and Solutions
Do You See What I See? Tax Transparency and the Common Reporting Standard
Estate and Gift Tax Audits: Practice Tips from a Trial Lawyer’s Perspective (Ethics)
Estate Planning and Tax Issues Affecting C Corporations: Section 1202 Small Business Stock, Built-In Gain Discounts, Shareholder Contributions, Corporate Distributions and Other Related Issues
Settlement Agreements: Considerations When Negotiating, Drafting and Enforcing Settlement Agreements Involving Probate, Trust and Guardianship Disputes
Planning for Privacy in a Public World: The Ethics and Mechanics of Protecting your Client’s Privacy and Personal Security (Ethics)
Issues with S Corporations or Look at that S Car Go
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