Apr

    Brilliant Estate Planning You No Longer Need: Unwinding the Plan

    1 PM EDT

    Estate planning that was brilliant at the time may nonetheless need to be revisited because of an unexpected change in financial or family circumstances, or a shift in focus to a step-up in income tax basis on death with the increased estate tax exemption. This presentation will discuss tips and traps for unwinding estate planning vehicles that are no longer needed or that are counterproductive to current goals.

    $175
    NON-MEMBERS
    $150
    MEMBERS
    $95
    SECTION MEMBERS
    Register Now *Additional discounts may apply at checkout

    Log In to view your rate

    Join now to receive additional discounts
    Join and Buy – NOW

    The panel will address:

    • Unwinding vehicles such as FLPs, CRTs, QPRTs and QTIPs
    • Releasing grantor trust powers
    • Strategies for trusts to meet changing needs and objectives

    Speakers:

    • Justin T. Miller, BNY Mellon, San Francisco, CA
    • David Scott Sloan, Holland & Knight, Boston, MA
    • Emily Plocki, Venable, Washington, DC
    • Cameron Seybolt, Fredrikson & Byron, Minneapolis, MN

    The ABA will seek 1.5 hours of CLE credit in 60-minute states and 1.8 hours of CLE credit for this program in 50- minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules. Please visit www.americanbar.org/mcle for general information on CLE at the ABA.

    Event Details

    Duration

    90

    Format

    Web

    Date

    Apr 23, 2020

    2020-04-23T13:00:00-04:00 2020-04-23T14:30:00-04:00 Brilliant Estate Planning You No Longer Need: Unwinding the Plan

    Estate planning that was brilliant at the time may nonetheless need to be revisited because of an unexpected change in financial or family circumstances, or a shift in focus to a step-up in income tax basis on death with the increased estate tax exemption. This presentation will discuss tips and traps for unwinding estate planning vehicles that are no longer needed or that are counterproductive to current goals.

    Speakers

    Cameron Seybolt

    Fredrikson & Byron PA

    Emily Plocki

    Venable LLP

    Justin Miller

    BNY Mellon

         As a national wealth strategist at BNY Mellon, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American College of Trust and Estate Counsel (ACTEC), and a sought-after speaker on tax, estate planning and family governance topics for leading conferences throughout the country. In addition, he has published numerous articles in publications such as the American Journal of Family Law, California Tax LawyerCalifornia Trusts and Estates Quarterly, Probate & PropertyReal Property, Trust and Estate Law Journal, StateTax NotesTax Notes, and Trusts & Estates, and he is frequently quoted as a national thought leader in the media.
         Mr. Miller has served as an executive committee member of the State Bar of California Taxation Section, an executive committee member of the Los Angeles County Bar Association Taxation Section, the chair of the Century City Bar Association Taxation Section, and the editor-in-chief of the California Tax Lawyer. Prior to joining BNY Mellon, he was an attorney at a major law firm, where he advised wealthy families, senior corporate executives and closely-held business owners regarding tax-efficient estate and business succession planning, trust law and management and asset preservation.

         Mr. Miller received a master of laws in taxation and a juris doctor from New York University School of Law and a bachelor's degree, with honors, from the University of California at Berkeley.

    Sponsors

    Section of Real Property, Trust and Estate Law

    Interested in Corporate Sponsorship with ABA RPTE?

    Learn how to reach ABA RPTE members through Section publications.

    Learn - More

    Related Products

    Related On-Demand CLE