Estate Planning in Depth 2018

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1 ANNUAL SUMMER PROGRAM and LIVE VIDEO WEBCAST Estate Planning in Depth 2018 Go broad and dig deep at this renowned estate planning conference! JUNE 25-28, 2018 MADISON, WI Cosponsored by Continuing Legal Education for Wisconsin (CLEW)

2 PLANNING CHAIRS (also on faculty) Stuart C. Bear Chestnut Cambronne PA Stephanie B. Casteel Wallace Morrison & Casteel LLP FACULTY David M. Allen Katten Muchin Rosenman LLP Steven M. Bonneau Senior Tax Counsel & Senior Vice President, Northern Trust Corporation Dana G. Fitzsimons, Jr. Principal and Fiduciary Counsel, Bessemer Trust Wendy S. Goffe Stoel Rives LLP Michael M. Gordon Gordon, Fournaris & Mammarella, P.A. L. Timothy Halleron Christopher R. Hoyt Professor of Law, University of Missouri-Kansas City Benetta P. Jenson J.P. Morgan Kim Kamin Chief Wealth Strategist and Advisor, Gresham Partners Beth Shapiro Kaufman Caplin & Drysdale, Chartered Stephanie Loomis-Price Winstead PC Nicole K. Mann Victoria Pambianco Ose Mary F. Radford Professor, Georgia State University College of Law Francis J. Rondoni Chestnut Cambronne PA Stacy E. Singer Senior Vice President, Northern Trust Corporation Cynthia R. Woods Woods Law PLLC Jane Zhao ALI CLE Program Staff: Robert Rushton

3 Estate Planning in Depth 2018 PROGRAM OVERVIEW Get practical strategies and expert insights on the issues that matter most to estate planners. How often do you get the chance to attend a CLE program that s so unique you ll want to tell your colleagues about it as soon as it s over? That s the type of experience practitioners receive when they attend Estate Planning in Depth, one of the most comprehensive programs available for today s estate planners. Set against the bucolic backdrop of the University of Wisconsin, this renowned summer conference takes a deep dive into the practical matters that estate planners face every day and delivers strategies and techniques that can be put to use immediately. Join a national faculty to explore the gamut of hot topics and current developments, as well as today s most pressing estate planning issues and their solutions in-depth. The optional pre-conference in-person session on wealth transfer taxation serves as the perfect primer to the main course. Expert panels throughout the program address such weighty topics as the impact of tax reform on estate planning; planning for families in the 21st century; drafting techniques to bullet-proof estate planning documents; sophisticated charitable giving strategies; effective grantor trust planning; considerations when selling a family business; and advice on navigating fiduciary minefields. As always, the conference provides ample and enjoyable opportunities to learn from and socialize with faculty and attendees from across the country. From beginning to end, the engaging learning atmosphere encourages group discussion and a full examination of the issues. And whether it s mingling with faculty at the evening reception, catching up with colleagues at the course picnic, or relaxing under the stars while taking in a free outdoor concert by the Wisconsin Chamber Orchestra, you ll be sure to appreciate the program s one-of-a-kind ambiance, as well as its unparalleled instruction * * CLE CREDIT HOURS (with optional Sunday session), INCLUDING HOURS OF ETHICS CPE CREDIT HOURS IN TAXATION (group live program with optional Sunday session) Go to to register online or for more information about the program, hotel accommodations, study materials, and CLE/CPE credit. *WEBCAST: CLE CREDIT HOURS, INCLUDING 2.00 HOURS OF ETHICS; CPE CREDIT HOURS IN TAXATION (group internet-based program without optional Sunday session)

4 To learn more or to register, go to AGENDA ALL TIMES CENTRAL SUNDAY, JUNE PM Early Registration, Wisconsin Law Alumni Association Student Commons, Second Floor, University of Wisconsin Law School, 975 Bascom Mall 1:55 PM Administrative Remarks -ALI CLE Staff 2:00 PM Optional Session: Overview of Wealth Transfer Taxation (recorded, but not webcast) 3:45 PM Networking and 4:00 PM Overview of Wealth Transfer Taxation (cont'd.) 6:00 PM Adjournment for the Day MONDAY, JUNE 25 7:00 AM Registration and Continental Breakfast, Wisconsin Law Alumni Association Student Commons, Second Floor, University of Wisconsin Law School, 975 Bascom Mall 7:50 AM Administrative Remarks -ALI CLE Staff WEBCAST SEGMENT A 8:00 AM Introduction and Course Overview 8:05 AM Advising Clients after the 2017 Tax Act: Estate Planning Ideas To Die For 9:50 AM Networking and 10:00 AM Review of the Past Year s Significant, Curious, or Downright Fascinating Fiduciary Cases This program was wonderful and I encourage others to attend. 12:00 PM Lunch Break (on your own) WEBCAST SEGMENT B 1:30 PM Planning for and Administration of Unusual and Regulated Assets HOTEL AND ON-SITE ACCOMMODATIONS Undergraduate dormitory housing and university food service are available on campus (less than a block from the Law School) for registrants and their families. A limited number of rooms have been blocked at several nearby hotels as well. Additional site information, including alternative hotel accommodations, will be provided after initial registration for the course. Arrangements for housing should be made on forms to be provided with acknowledgment of advance enrollment; or reserve housing online at wisc.edu/conferences/guest/reservations/. Do not send housing fees to ALI CLE. In recent years, about half of the course participants have chosen to stay in the dormitory. STUDY MATERIALS Course materials will be available in electronic format for download the week before and during the course. Print materials will not be distributed. All registrants are advised to bring laptops or other portable devices to the course to view the course materials, including updates. Go to for more info about: Registration/cancellation/requirements for persons with disabilities/scholarships.

5 Estate Planning in Depth :15 PM Networking and 3:30 PM Estate Planning for Modern Families: Flexibility and Other Considerations for the 21st Century 5:15 PM Adjournment for the Day Networking Reception for Registrants and Faculty TUESDAY, JUNE 26 7:30 AM Continental Breakfast and Networking Session WEBCAST SEGMENT C 8:00 AM Dancing with the Taxman and Defending Transfer Tax Returns with Closely Held Interests Love the real life examples! The faculty was fabulous. This is my third time attending and I plan on returning. 9:45 AM Networking and 10:00 AM Dynasty Trusts: Nothing Lasts Forever 11:45 AM Lunch Break (on your own) WEBCAST SEGMENT D 1:15 PM Mistakes Fiduciaries See All the Time and How To Fix Them 3:05 PM Networking and 3:15 PM Charitable Planning: From the Simple to the Sophisticated 5:15 PM Adjournment for the Day 5:30 PM Picnic Dinner for Registrants and Faculty (included in course tuition) MANDATORY CLE CREDIT ALI CLE programs are generally accredited in all MCLE jurisdictions. Credit in CO is available by reciprocity; credit in ID, LA, and RI is available upon request. For specific information on accreditation in your state, TeamMCLE@ali-cle.org, go to mcle, or call CLE NEWS. CPE CREDIT ALI CLE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: For more information regarding ALI CLE s administrative policies, such as complaint and refund, please call Customer Service at (800) CLE-NEWS. CPE credit hours for this course: 39.5 in Taxation (group-live) 35 in Taxation (group internet-based programs)

6 To learn more or to register, go to WEDNESDAY, JUNE 27 7:30 AM Continental Breakfast and Networking Session WEBCAST SEGMENT E 8:00 AM Grantor Trusts: Effective and/or Defective Planning Under the New Tax Act 10:00 AM Networking and 10:15 AM Pre- and Post-Liquidity Event Planning for Business Owners 12:00 PM Lunch Break (on your own) WEBCAST SEGMENT F 1:15 PM Estate Planning for Elderly and Disabled Clients 3:15 PM Networking and 3:30 PM Possession is 9/10ths of the Law, Isn t It? The Ethical, Legal, and Practical Considerations Involving the Financial Exploitation of Seniors THURSDAY, JUNE 28 7:30 AM Continental Breakfast and Networking Session WEBCAST SEGMENT G 8:00 AM Retirement Assets for First and Second Marriages: Let the Fun Begin 9:45 AM Networking and 10:00 AM Can You Keep a Secret? Working with Silent Trusts 12:00 PM Lunch Break (on your own) WEBCAST SEGMENT H 1:30 PM Income Tax Savings from Charitable Use of Retirement Assets 2:50 PM Networking Break and Ice Cream Social 3:20 PM Lucky Number 13: The GST Tax and Righting 13 Wrongs 5:15 PM Adjournment 5:30 PM Adjournment for the Day PRICING DETAILS STANDARD RATE $1,699 WEBCAST RATE $1,399 SAVE 30% SAVE 40% GOVERNMENT RATE CONTACT ALI CLE CUSTOMER SERVICE AT 800-CLE-NEWS [ ] OR CUSTSERV@ALI-CLE.ORG GROUP RATE $1,019* FOR EACH ADDITIONAL REGISTRANT, $1,699 FOR FIRST REGISTRANT *Discounts valid on new registraions for in-person course only; may not be combined with other discounts. ALI CLE makes a limited number of full and partial scholarships available; for more information visit

7 TAKE ADVANTAGE UPCOMING PROGRAM Representing Estate and Trust Beneficiaries and Fiduciaries 2018 LIVE PROGRAM VIDEO WEBCAST JULY 19-20, 2018 CHICAGO Get an in-depth look at the divergent interests of trust and estate beneficiaries and fiduciaries at this one-of-a kind program. Hear the perspectives of a broad-based national faculty and gain practical strategies for representing the colliding interests of lawyers and settlors, beneficiaries and fiduciaries, and even among beneficiaries an area often missed in traditional estate planning and trust administration programs. Interactive panels and themed sessions devote equal parts to the latest tax, litigation, liability, and fiduciary developments. To learn more or to register, go to OF UNIQUE NETWORKING AND LEARNING OPPORTUNITIES! Sunday afternoon: The optional session on Sunday is designed for practitioners who have a limited background in estate planning, offering in-person attendees a concise review of the essentials of federal, gift, and generation-skipping taxes. Monday evening: Meet and network with fellow registrants and faculty at an evening reception in the Boerner Plaza Atrium. Tuesday evening: Join faculty and other registrants at a picnic dinner on campus. Wednesday evening: Take in a stirring performance by the Wisconsin Chamber Orchestra at a Concert on the Square. Anytime: Enjoy the university s outdoor spaces and facilities, with easy access to the college town of Madison for restaurants, shops, parks, and entertainment.