Program Details
2026-07-23 08:45:00
Over 1,000+ webinars
Course Overview
2026-07-23 08:45:00
12.75h CLE Credits
Intermediate
12.75
8:45 am - 9:00 am ESTKathleen Costello, CMP, Assistant Director, NYU School of Professional Studies, New York, NY
Brad J. Richter, Esq., Partner, Fried, Frank, Harris, Shriver & Jacobson, New York, NY
Brad J. Richter 9:00 am - 10:15 am ESTDecanting is a powerful option in an estate planner’s toolbox. Under the right circumstances, it can be used to modify an irrevocable trust to address changes in applicable law or a beneficiary’s circumstances, or to make administrative changes, such changing the appointment and succession of trustees. This session discusses when decanting may be appropriate, state laws governing decanting, tax issues, and alternative methods for modification when decanting won’t work.
Melissa A. Terranova, Esq., Partner, Fox Rothschild, Princeton, NJ and Morristown, NJ
Scott A. Lavin, Esq., Partner, Fox Rothschild, Princeton, NJ and Morristown, NJ
Melissa A. Terranova
Scott A. Lavin 10:15 am - 11:30 am ESTAs the population of aging matriarchs and patriarchs continues to grow, it is increasingly common for a significant portion of a client’s estate to be comprised of assets held in a QTIP Trust. Although this type of planning often succeeds in deferring transfer taxes at the death of the first spouse, it can create a substantial transfer tax burden for the surviving spouse’s estate as assets held in a QTIP Trust at death are includible in the surviving spouse’s taxable estate. This presentation explores the key considerations involved in planning with QTIP Trust assets and outlines proactive strategies to help minimize the transfer tax impact associated with those assets.
Troy M. Stackpole, Esq., Associate, Greenberg Traurig, New York, NY
Troy M. Stackpole 11:45 am - 1:00 pm ESTWhile maximizing the benefits of annual exclusion gifts seems simple, there are a surprising variety of options for making these gifts. Each has advantages and disadvantages that need to be carefully considered. This presentation discusses not only the technical requirements, but the practical issues planners and clients should be thinking about. From Crummey Trusts to Trump Accounts, annual exclusion gifts are a topic worthy of serious consideration.
Stephen Liss, Esq., Partner, Dungey Dougherty PLLC, Greenwich, CT and New York, NY
Lisa Goodrich Page, Esq., Partner, Dungey Dougherty PLLC, Greenwich, CT and New York, NY
Stephen Liss
Lisa Goodrich Page 2:00 pm - 3:30 pm ESTAnd now, some advanced tips, with humor: Alas, poor 706. We knew you well. Or did we? Don’t write off the 706 just yet – it’s actually alive and well and while other planning techniques and practice areas may come and go, the Federal estate tax return will be part of our practice for years to come. When preparing a 706, however, often little mistakes can end up leading to much bigger inquiries. This presentation reviews some little known, but important, 706 preparation pointers that will help you properly prepare basic and more advanced portions of the return.
George D. Karibjanian, Esq., Member, Franklin Karibjanian Law & DePersis, PLLC, Boca Raton, FL and Washington, DC
George D. Karibjanian 3:45 pm - 5:15 pm ESTWith a focus on income tax, one of the more technical and difficult of advanced planning strategies involves how to manage the significant tax problem of negative capital accounts on the death of a partner. Part I of this two-part presentation reviews the partnership income tax rules and considers use of a preferred partnership to eliminate phantom gain inherent in negative capital account partnership interests frequently encountered with mortgaged real estate.
Jerome M. Hesch, Esq., Of Counsel, Meltzer, Lippe, Goldstein & Breitstone, Boca Raton, FL
Stephen M. Breitstone, Esq., Partner, Meltzer, Lippe, Goldstein & Breitstone, Mineola and New York, NY
Jerome M. Hesch
Stephen M. Breitstone 9:00 am - 10:30 am ESTFor private equity professionals and those fortunate enough to have them, carried interests represent one of the most fruitful opportunities for advantaged wealth transfers. Owners of such interests must navigate a complex set of rules, however, which are ignored at the client’s (and advisor’s) real peril. This presentation presents an overview of carried interests: what they are (including variations), the different strategies used to deal with them, and the special considerations that must be taken into account.
Jerome M. Hesch, Esq., Of Counsel, Meltzer, Lippe, Goldstein & Breitstone, Boca Raton, FL
Stephen M. Breitstone, Esq., Partner, Meltzer, Lippe, Goldstein & Breitstone, Mineola and New York, NY
Jerome M. HeschStephen M. Breitstone 10:45 am - 12:00 pm ESTArtificial intelligence is becoming an important tool in estate planning practice, with the potential to improve research, drafting, client communication, workflow, and planning analysis. However, when misused, AI can also create significant risks, including inaccurate results, ethical violations, confidentiality concerns, and overreliance on unverified work product. This presentation provides attendees with a practical checklist of AI uses in an estate planning practice, along with ethical and practical traps for the unwary. The discussion includes strategies for using multiple AI platforms synergistically, cross-checking results, improving prompts, verifying authority, and developing safeguards for responsible professional use. Attendees leave with practical guidance for incorporating AI into their practices while protecting clients, preserving professional judgment, and avoiding common mistakes.
Alan S. Gassman, Esq., Partner, Gassman, Denicolo & Ketron, P.A., Clearwater, FL
Alan S. Gassman 1:00 pm - 2:15 pm ESTThis session covers an overview of current and notable cases, recent developments, and important topics and techniques at the forefront of current planning and discussion, covering all areas of planning considerations.
Kevin Matz, Esq., Partner, ArentFox Schiff, New York, NY
Kevin Matz 2:15 pm - 3:45 pm ESTThis presentation takes a deep dive into portability – a seemingly simple topic that, in fact, has its own complexities that can trip up the unwary practitioner. This talk provides an overview of the essential and more nuanced issues at play with portability, one of few techniques providing wide benefit to a large cohort of planning clients.
James I. Dougherty, Esq., Partner, Dungey Dougherty PLLC, Greenwich, CT and New York, NY
James I. Dougherty 3:45 pm - 4:00 pm ESTBrad J. Richter, Esq., Partner, Fried, Frank, Harris, Shriver & Jacobson, New York, NY
Brad J. RichterBrad J. Richter is a Partner and Chair of the Trusts and Estates Department at Fried, Frank, Harris, Shriver & Jacobson LLP in New York. His practice focuses on all aspects of private client representation, including sophisticated tax and estate planning, the administration of large estates and trusts, succession and business planning, and the formation and operation of charitable foundations. He advises high-net-worth individuals, entrepreneurs, family business owners, fiduciaries, charitable organizations, private fund sponsors, and financial institutions on complex wealth planning and estate matters.
Melissa A. Terranova is a Partner in Fox Rothschild LLP’s Taxation and Wealth Planning Department, where she advises individuals, families, fiduciaries, closely held businesses, and tax-exempt organizations on a broad range of estate planning, trust and estate administration, business succession, and tax matters. Her practice focuses on developing sophisticated wealth transfer strategies, counseling fiduciaries, and helping clients navigate complex federal and state tax issues while achieving their personal and business planning objectives.
Scott A. Lavin is a Partner in Fox Rothschild LLP’s Taxation and Wealth Planning Department. He advises individuals, families, business owners, fiduciaries, and charitable organizations on sophisticated estate planning, wealth preservation, business succession, trust and estate administration, and federal transfer tax matters. His practice focuses on helping clients develop comprehensive estate and tax planning strategies tailored to their personal, family, and business objectives.
Troy M. Stackpole is an associate in Greenberg Traurig’s Tax Practice. He focuses on domestic and international tax matters involving mergers and acquisitions, private equity transactions, joint ventures, financing arrangements, fund formations, and corporate restructurings. He advises public and private companies, investment funds, and financial institutions on the tax aspects of complex business transactions, helping clients structure transactions efficiently while addressing federal income tax considerations.
Stephen Liss is a Partner at Dungey Dougherty PLLC, where he concentrates his practice on estate planning, estate and trust administration, taxation, and business succession planning. He advises individuals, families, business owners, fiduciaries, and charitable organizations on developing comprehensive wealth transfer strategies, minimizing transfer taxes, and administering complex estates and trusts. His practice also includes counseling clients on closely held business matters and charitable planning.
Lisa Goodrich Page is a Partner at Dungey Dougherty PLLC, where she focuses on estate planning, trust and estate administration, charitable planning, and wealth transfer strategies for individuals and families. She works closely with clients to design practical, long-term estate plans tailored to their personal and family objectives, translating complex tax and property laws into effective planning solutions. Her practice includes advising on planning for families with special needs beneficiaries, charitable giving, trust administration, and multigenerational wealth preservation.
George D. Karibjanian is the Member of Franklin Karibjanian Law & DePersis PLLC, a national boutique law firm with offices in Washington, D.C., Boca Raton, and Naples. Board Certified by The Florida Bar in Wills, Trusts and Estates, his practice focuses exclusively on estate planning, probate and trust administration, and nuptial agreements. With more than 37 years of experience, he advises individuals and families on sophisticated estate, tax, and wealth transfer planning and is widely recognized as a leading authority in trusts and estates law.
Jerome M. Hesch is Of Counsel at Meltzer, Lippe, Goldstein & Breitstone, LLP, where he focuses on sophisticated estate planning, wealth transfer, and federal tax matters. He advises high-net-worth individuals, families, and closely held business owners on estate, gift, and generation-skipping transfer tax planning, charitable planning, and business succession strategies. Drawing on decades of experience in both government and private practice, he is widely recognized as one of the nation’s leading authorities on estate and gift taxation.
Stephen M. Breitstone is a Partner at Meltzer, Lippe, Goldstein & Breitstone, LLP, where he concentrates his practice on sophisticated estate planning, estate and trust administration, business succession planning, and federal transfer tax matters. He advises high-net-worth individuals, families, business owners, fiduciaries, and charitable organizations on developing comprehensive wealth preservation and wealth transfer strategies, with a particular emphasis on minimizing estate, gift, and generation-skipping transfer taxes while achieving clients’ long-term planning objectives.
Alan S. Gassman is the Partner and founding member of Gassman, Denicolo & Ketron, P.A., a Clearwater, Florida law firm concentrating on estate planning, taxation, asset protection, health law, and business law. A Board Certified Wills, Trusts and Estates lawyer with more than four decades of experience, he advises high-net-worth individuals, physicians, business owners, and families on sophisticated estate planning, wealth preservation, tax planning, and business succession matters. He is nationally recognized for his extensive work in estate and tax planning, professional education, and legal scholarship.
Kevin Matz is a Partner and Family Office Industry Group Co-Leader at ArentFox Schiff and serves as Chair of the firm’s National Tax Practice. His practice focuses on trusts and estates, tax law, estate planning, elder law, and special needs planning. He advises individuals, families, fiduciaries, charitable organizations, and closely held businesses on sophisticated estate planning, wealth preservation, estate and trust administration, business succession, and tax controversies. He is nationally recognized for his work in estate planning and elder law, particularly in matters involving special needs planning and fiduciary representation.
James I. Dougherty is a Partner at Dungey Dougherty PLLC, where he concentrates his practice on estate planning, trust and estate administration, taxation, business succession planning, and charitable planning. He advises high-net-worth individuals, families, business owners, fiduciaries, and charitable organizations on sophisticated wealth transfer strategies, helping clients achieve their personal, financial, and tax planning objectives through comprehensive estate planning solutions.
Brad J. Richter is a Partner and Chair of the Trusts and Estates Department at Fried, Frank, Harris, Shriver & Jacobson LLP in New York. His practice focuses on all aspects of private client representation, including sophisticated tax and estate planning, the administration of large estates and trusts, succession and business planning, and the formation and operation of charitable foundations. He advises high-net-worth individuals, entrepreneurs, family business owners, fiduciaries, charitable organizations, private fund sponsors, and financial institutions on complex wealth planning and estate matters.
Melissa A. Terranova is a Partner in Fox Rothschild LLP’s Taxation and Wealth Planning Department, where she advises individuals, families, fiduciaries, closely held businesses, and tax-exempt organizations on a broad range of estate planning, trust and estate administration, business succession, and tax matters. Her practice focuses on developing sophisticated wealth transfer strategies, counseling fiduciaries, and helping clients navigate complex federal and state tax issues while achieving their personal and business planning objectives.
Scott A. Lavin is a Partner in Fox Rothschild LLP’s Taxation and Wealth Planning Department. He advises individuals, families, business owners, fiduciaries, and charitable organizations on sophisticated estate planning, wealth preservation, business succession, trust and estate administration, and federal transfer tax matters. His practice focuses on helping clients develop comprehensive estate and tax planning strategies tailored to their personal, family, and business objectives.
Troy M. Stackpole is an associate in Greenberg Traurig’s Tax Practice. He focuses on domestic and international tax matters involving mergers and acquisitions, private equity transactions, joint ventures, financing arrangements, fund formations, and corporate restructurings. He advises public and private companies, investment funds, and financial institutions on the tax aspects of complex business transactions, helping clients structure transactions efficiently while addressing federal income tax considerations.
Stephen Liss is a Partner at Dungey Dougherty PLLC, where he concentrates his practice on estate planning, estate and trust administration, taxation, and business succession planning. He advises individuals, families, business owners, fiduciaries, and charitable organizations on developing comprehensive wealth transfer strategies, minimizing transfer taxes, and administering complex estates and trusts. His practice also includes counseling clients on closely held business matters and charitable planning.
Lisa Goodrich Page is a Partner at Dungey Dougherty PLLC, where she focuses on estate planning, trust and estate administration, charitable planning, and wealth transfer strategies for individuals and families. She works closely with clients to design practical, long-term estate plans tailored to their personal and family objectives, translating complex tax and property laws into effective planning solutions. Her practice includes advising on planning for families with special needs beneficiaries, charitable giving, trust administration, and multigenerational wealth preservation.
George D. Karibjanian is the Member of Franklin Karibjanian Law & DePersis PLLC, a national boutique law firm with offices in Washington, D.C., Boca Raton, and Naples. Board Certified by The Florida Bar in Wills, Trusts and Estates, his practice focuses exclusively on estate planning, probate and trust administration, and nuptial agreements. With more than 37 years of experience, he advises individuals and families on sophisticated estate, tax, and wealth transfer planning and is widely recognized as a leading authority in trusts and estates law.
Jerome M. Hesch is Of Counsel at Meltzer, Lippe, Goldstein & Breitstone, LLP, where he focuses on sophisticated estate planning, wealth transfer, and federal tax matters. He advises high-net-worth individuals, families, and closely held business owners on estate, gift, and generation-skipping transfer tax planning, charitable planning, and business succession strategies. Drawing on decades of experience in both government and private practice, he is widely recognized as one of the nation’s leading authorities on estate and gift taxation.
Stephen M. Breitstone is a Partner at Meltzer, Lippe, Goldstein & Breitstone, LLP, where he concentrates his practice on sophisticated estate planning, estate and trust administration, business succession planning, and federal transfer tax matters. He advises high-net-worth individuals, families, business owners, fiduciaries, and charitable organizations on developing comprehensive wealth preservation and wealth transfer strategies, with a particular emphasis on minimizing estate, gift, and generation-skipping transfer taxes while achieving clients’ long-term planning objectives.
Alan S. Gassman is the Partner and founding member of Gassman, Denicolo & Ketron, P.A., a Clearwater, Florida law firm concentrating on estate planning, taxation, asset protection, health law, and business law. A Board Certified Wills, Trusts and Estates lawyer with more than four decades of experience, he advises high-net-worth individuals, physicians, business owners, and families on sophisticated estate planning, wealth preservation, tax planning, and business succession matters. He is nationally recognized for his extensive work in estate and tax planning, professional education, and legal scholarship.
Kevin Matz is a Partner and Family Office Industry Group Co-Leader at ArentFox Schiff and serves as Chair of the firm’s National Tax Practice. His practice focuses on trusts and estates, tax law, estate planning, elder law, and special needs planning. He advises individuals, families, fiduciaries, charitable organizations, and closely held businesses on sophisticated estate planning, wealth preservation, estate and trust administration, business succession, and tax controversies. He is nationally recognized for his work in estate planning and elder law, particularly in matters involving special needs planning and fiduciary representation.
James I. Dougherty is a Partner at Dungey Dougherty PLLC, where he concentrates his practice on estate planning, trust and estate administration, taxation, business succession planning, and charitable planning. He advises high-net-worth individuals, families, business owners, fiduciaries, and charitable organizations on sophisticated wealth transfer strategies, helping clients achieve their personal, financial, and tax planning objectives through comprehensive estate planning solutions.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
