7:30 a.m.

Registration and breakfast

8:20 a.m.

Welcome and Opening Remarks

8:30 a.m.

Thursday Keynote: Tax Update
Sam Donaldson

10:30 a.m.

Break

10:45 a.m.

Option A: Tax Consequences of Dissolving LLCs
Brant Hellwig

Option B: Solutions for Offsetting Tax Liabilities
Matthew Zackon and Stephen Chacon

12:15 p.m.

Lunch Presentation: Family Business Dynamics in Estate Planning
Steffi Hafen

1:30 p.m.

2:45 p.m.

Option A: The IRS and Irrevocable Trusts, Including Decanting: To Report or Not?
Dan Gespass and Briani Bennett

Option B: Using Lifetime CRUTS
Jerry Hesch

4:00-6:00 p.m.

Reception

7:30 a.m.

Registration and breakfast

8:30 a.m.

Keynote: Estate Planning Update
Mitchell Gans

10:30 a.m.

Break

10:45 a.m.

Option A: Income Tax and Estate Planning with Qualified Small Business Stock (QSBS)
Maurice Holloway

Option B: The Law of Digital Resurrection
Victoria Haneman

12:00 p.m.

Lunch Presentation: I’ve Seen This Movie Before: Lessons in Charitable Planning
Doug Benson

1:30 p.m.

The Intersection of Estate Planning and Income Tax—Common Issues Often Overlooked
Joshua Zimmerman

2:45 p.m.

Option A: Right-Sizing Estate Planning After OBBBA
Christopher Steele

Option B: Cybersecurity and Ethically Practicing Remotely
Tom Tietz

4:00 p.m.

Adjourn