General Session #1 - Year End and Gift Update: New Cases, Rulings and Legislation
Andrew M. Katzenstein, Partner
Proskauer Rose, LLP, Los Angeles, California

This presentation will inform the audience of important recent legislation and techniques that can be used to comply and be effective.

Monday's Master Class #1 Preview: Planning Around Basis and Vertical Slices
David A. Handler, Partner
Kirkland & Ellis, LLP, Chicago, Illinois

Monday's Master Class #2 Preview: Trust & Taxes: Frameworks for Planning for Large Estates
Shaun McNaughton
Brown & Streza, LLP, Irvine, California

General Session #2 - It’s All in The Family…What’s a Family? Estate Planning and Trust Management for a Brave New World
R. Hugh Magill, Chief Fiduciary Officer & Global Director of Trust Services
Northern Trust, Chicago, Illinois

This presentation will examine the ways in which attorneys and fiduciaries can assist families in building more effective protocols for family collaboration and decision making.

Master Class #1: Planning Around Basis and Vertical Slices
David A. Handler, Partner
Kirkland & Ellis, LLP, Chicago, Illinois

This presentation will discuss methods to obtain basis-step up to eliminate gains, measuring the impact of basis on wealth transfers, and using derivatives to avoid 2701 "vertical slices."

General Session #3 - Migratory Trusts and Migratory Clients
Laura Zwicker, Chair, Private Client Services Group
Greenberg Glusker, Los Angeles, California

Has your trust left California, suddenly become a tax resident of Arizona, expatriated or been TEDRA’d in Washington? This presentation will discuss some of the tax and non-tax opportunities and challenges associated with intentional and unintentional changes a trust’s governing law and/or place of administration.

General Session #4 - Fiduciary Elections
John W. Prokey, Partner
Ramsbacher Prokey Leonard, LLP, San Francisco, California

Description Coming Soon

General Session #5 - Lunchtime Presentation – Inside Washington: Policy and Politics
Hon. Michael A. Ferguson, Senior Advisor
BakerHostetler, Washington, D.C.

This presentation will give Inner Circle Legislative updates.

Tuesday's Master Class #3 Preview: GRAT and Sale to IDGT
Jere Doyle, Senior Vice-President
BNY Mellon, Boston, Massachusetts

Tuesday's Master Class #4 Preview: Valuation Adjustment Clauses
John W. Prokey, Partner
Ramsbacher Prokey Leonard, LLP, San Francisco, California

Master Class #2 - Trust & Taxes: Frameworks for Planning for Large Estates
Shaun McNaughton
Brown & Streza, LLP, Irvine, California

Discusses different roadmaps for long-term income and estate tax planning; deep discussion of trust types, uncommon planning techniques, different applications of grantor, non-grantor, and partial non-grantor trusts.

General Session #6 - Charitable Strategies to Offset Taxable Income from IRAs or Compensation Payments
Tim Voorhees, Principal Partner
Family Office Law, Costa Mesa, California

The presentation will compare how charities and donors can benefit from charitable tools that can generate large charitable income tax deductions, including GCLATs, Super CLATs, CLLCs, and Slow Drip CRUTs.

Tuesday's Master Class #5 Preview: Private Placement Life and Annuity Products
Jonathan G. Blattmachr, Principal
Pioneer Wealth Partners, New York, New York
And...

General Session #7 - How to Secure a Stretch Payout for Qualified Plans and IRAs Notwithstanding the SECURE Act
Jonathan G. Blattmachr, Principal
Pioneer Wealth Partners, New York, New York

This session will briefly discuss how the SECURE Act has reduced the value of inheriting a qualified plan or IRA for most beneficiaries. But it will explain how much of the value can be maintained. Jonathan will also give a brief preview to his master class, "Private Placement Life and Annuity Products.”

Master Class #3 - GRAT Sale to IDGT
Jere Doyle, Senior Vice President
BNY Mellon, Boston, Massachusetts

This presentation will compare the advantages and disadvantages of each planning strategy.

General Session #8 - Family Governance: The Overlooked Ingredient of a Comprehensive Estate Plan
Mark Powell, Partner
Holland & Knight, Los Angeles, California
Andrea Kushner, Senior Vice President and Director, Wealth Strategies Group
Bernstein Private Wealth Management, Los Angeles, California

The presentation will cover the various types of family governance structures that can be incorporated into a comprehensive estate plan, which emphasis on communication skills concerning money and values that clients are thirsty for and that advisors should use to build and strengthen their position as a trusted advisor to next generation family members.

General Session #9 - Where People and Property Belong (and other Existential Musings)
Jonathan Lurie, Partner
Venable, LLP, Los Angeles, California
Tabetha M. Peavey, Associate
Venable, LLP, Los Angeles, California

This presentation will discuss situs and domicile issues that arise in the income, estate and gift tax contexts, along with some of the treaty implications.

Master Class #4 - Valuation Adjustment Clauses
John W. Prokey, Partner
Ramsbacher Prokey Leonard LLP, San Francisco, California

Description Coming Soon

General Session #10 - Render Unto California The Things That Are Yours: California Taxation of Trusts
Michael Rosen-Prinz, Partner
McDermott Will & Emery LLP, Los Angeles, California

This presentation will cover California’s rules governing income taxation of trusts including recent developments.

General Session #11 - Since Trust Litigation is on the Rise
Jillyn Hess-Verdon, Managing Partner
Hess-Verdon & Associates, PLCC, Newport Beach, California,

This presentation will cover the ways you can help your clients avoid trust litigation; and how you can prevent getting dragged into a lawsuit as an advisor.

General Session #12 - Jon Gallo Memorial Presentation - The Most Innovative Planning Ideas Today
Paul Lee, Chief Tax Strategist
The Northern Trust Company, New York, New York

This presentation will discuss straightforward and innovative planning opportunities for families (and their businesses) that best take advantage of both the “expiring” provisions and anticipated changes of the tax law.

Master Class #5: Private Placement Life and Annuity Products
Jonathan G. Blattmachr, Principal
Pioneer Wealth Partners, New York, New York

This presentation will discuss fundamentals and fine points you must know to advise clients on these powerful concepts.

General Session #13 - Saving Taxes for Heirs
Richard J. Albrecht, Founding Partner
Albrecht & Barney, Irvine, California

This presentation will analyze the tax problems when inheritances are held in trust, and discuss how to solve them.