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2025-07-18 09:00:00

12.5 Credits

Advanced strategies for tax-efficient liquidity events, charitable vehicle selection, foreign asset reporting, and gift tax return preparation.

2025-07-18 09:00:00

12.5 hours

Advanced strategies for tax-efficient liquidity events, charitable vehicle selection, foreign asset reporting, and gift tax return preparation.

2025-07-18 09:00:00

12.5 hours

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn sophisticated planning techniques for tax-efficient wealth management, charitable giving structures, international reporting requirements, and gift tax return preparation.

What will you gain

Attorneys will gain practical guidance on deferring capital gains, selecting charitable vehicles, navigating foreign asset compliance, and making timely gift tax elections.

Liquidity Events
Strategies using charitable remainder trusts and installment sales to defer capital gains.
Charitable Vehicles
Comparing private foundations, donor-advised funds, and community foundations for client objectives.
Foreign Reporting
Understanding FBAR, Form 8938, and foreign trust reporting obligations and penalties.
Gift Tax Returns
Technical requirements for Form 709 preparation, adequate disclosure, and timely elections.
Excise Taxes
Private foundation rules covering self-dealing prohibitions and minimum distribution requirements.
GST Allocations
Making affirmative elections rather than relying solely on automatic allocation rules.

What will you learn

Attorneys will learn sophisticated planning techniques for tax-efficient wealth management, charitable giving structures, international reporting requirements, and gift tax return preparation.

What will you gain

Attorneys will gain practical guidance on deferring capital gains, selecting charitable vehicles, navigating foreign asset compliance, and making timely gift tax elections.

Agenda

Session 1

Planning Issues and Problems with Trust Decanting

Session 2

Advanced Tax Planning Strategies for Real Estate

Session 3

Successor Trustees and Section 672(C) Restrictions Analysis

Session 4

Ethics in Advising Diverse Clients and Families

Session 5

Thirteen Advanced Tips for Federal Estate Returns

Session 6

Income Tax Strategies for Liquidity Events

Session 7

Choosing Between Charitable Vehicles and Foundations

Session 8

Foreign Asset Reporting Requirements for US Taxpayers

Session 9

Gift Tax Return Preparation Deep Dive

clock 8:45 am - 10:15 am EST

Planning Issues and Problems with Trust Decanting

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

Decanting allows modification of irrevocable trusts to address changes in law or beneficiary circumstances. This session covers when decanting is appropriate, governing state laws, tax implications, and alternative modification methods when decanting won’t work.

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

clock 10:15 am - 11:30 am EST

Advanced Tax Planning Strategies for Real Estate

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

Recent law changes have created significant opportunities for real estate owners requiring careful planning. This presentation covers maximizing the 20% passthrough deduction and provides in-depth analysis of choice-of-entity decisions for real estate investments.

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

clock 11:45 am - 1:00 pm EST

Successor Trustees and Section 672(C) Restrictions Analysis

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

Since 1995, practitioners have commonly prohibited related or subordinate parties from serving as successor trustees. This presentation explores the origins of that limitation and argues it’s possible to draft estate tax-exempt irrevocable trusts without any 672(c) restrictions.

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

clock 2:00 pm - 3:30 pm EST

Ethics in Advising Diverse Clients and Families

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

Estate planners face subtle considerations when counseling clients with unique family configurations. This panel explores age diversity between spouses, assisted reproductive technology, LGBTQ planning, and geographic, cultural, and religious diversity considerations.

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

clock 3:45 pm - 5:00 pm EST

Thirteen Advanced Tips for Federal Estate Returns

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

The 706 remains essential to estate planning practice despite changing planning techniques. This humorous yet practical presentation reviews little-known preparation pointers that prevent small mistakes from leading to larger IRS inquiries.

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

clock 9:00 am - 10:30 am EST

Income Tax Strategies for Liquidity Events

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

Many taxpayers face significant income tax consequences when selling businesses or diversifying concentrated positions. This session explores charitable remainder trusts, installment sales to non-grantor trusts, and other strategies to defer or minimize capital gain recognition.

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

clock 10:45 am - 12:00 pm EST

Choosing Between Charitable Vehicles and Foundations

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

There is no one-size-fits-all approach to charitable planning, as each vehicle offers distinct advantages. This presentation compares donor advised funds, community foundations, private foundations, and 501(c)(4) organizations to help guide clients’ charitable visions.

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

clock 1:00 pm - 2:15 pm EST

Foreign Asset Reporting Requirements for US Taxpayers

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

Foreign assets and activities create complex reporting obligations presenting a minefield for US taxpayers. This session covers Forms 926, 5471, 3520, 3520-A, 8858, 8865, 8621, 8938, and FBAR requirements with emphasis on trusts and estates.

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

clock 2:15 pm - 4:00 pm EST

Gift Tax Return Preparation Deep Dive

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

Form 709 preparation requires attention to technical requirements, practical procedures, and ethical considerations. This comprehensive session covers adequate disclosure, GST allocations, gift splitting elections, DSUE considerations, and the new 2024 form changes.

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

01 09
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speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Melissa A. Terranova

Fox Rothschild

Troy M. Stackpole

Greenberg Traurig

Stephen Liss

Dungey Dougherty PLLC

Joseph P. Scorese

Sills Cummis & Gross P.C.

Paulina Mejia

Fiduciary Trust Company International

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Andrew S. Katzenberg

ArentFox Schiff

Eduardo S. Chung

Forvis Mazars

Timothy Evans

Forvis Mazars

James I. Dougherty

Dungey Dougherty PLLC

Melissa A. Terranova

Fox Rothschild

Melissa concentrates her practice in all areas of trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration. She represents individuals and families in designing, implementing and administering complex estate plans to help them achieve their overall wealth transfer objectives.

Experience

Represents individuals and families in designing, implementing and administering complex estate plans. Assists clients with estate planning, tax planning and business succession planning. Represents beneficiaries, individual fiduciaries, corporate fiduciaries and charitable organizations in disputed matters involving estates, trusts, fiduciaries, guardianships and fraudulent transfers.

Melissa A. Terranova

Fox Rothschild

Melissa concentrates her practice in all areas of trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration. She represents individuals and families in designing, implementing and administering complex estate plans to help them achieve their overall wealth transfer objectives.

Experience

Represents individuals and families in designing, implementing and administering complex estate plans. Assists clients with estate planning, tax planning and business succession planning. Represents beneficiaries, individual fiduciaries, corporate fiduciaries and charitable organizations in disputed matters involving estates, trusts, fiduciaries, guardianships and fraudulent transfers.

Troy M. Stackpole

Greenberg Traurig

Troy M. Stackpole focuses his practice on trust and estate planning, providing sophisticated planning to high-net-worth individuals and their families with the goal of preserving wealth on a tax efficient basis.

Experience

Advises clients on estate planning options and prepares sophisticated estate planning instruments aimed at minimizing estate, income, generation-skipping, and gift taxes. Works with clients to develop succession and exit plans for closely held businesses. Advises executors and trustees on the administration of complex trusts and estates, including formation and management of charitable trusts and preparation and filing of Federal and State estate tax returns. Represents executors, trustees, and other interested persons in litigations and other controversies surrounding the administration and management of trusts and estates.

Stephen Liss

Dungey Dougherty PLLC

A dedicated estate and tax planning attorney who specializes in simplifying complex legal concepts so clients can confidently make informed decisions. He brings a holistic, team-based approach to planning for high-net-worth individuals, families, and charities.

Recognition & Leadership

An active thought leader who has authored 40+ articles.

Professional Involvement

Holds leadership positions in the ABA.

Experience

Past roles as a partner at Withers Bergman LLP and ArentFox Schiff LLP, and experience as a strategist at major financial firms. His work includes domestic and international estate planning, charitable giving, trust structuring, and crossborder tax matters.

Joseph P. Scorese

Sills Cummis & Gross P.C.

Joseph P. Scorese is a Member of the Sills Cummis & Gross Tax, Trusts and Estates Practice Group, focusing on complex estate planning and estate and trust administration for high net worth individuals and families in the New York and New Jersey area.

Education & Credentials

Adjunct Professor of Law at Rutgers Law School in Newark, New Jersey

Recognition & Leadership

Program Chair for the New York University Summer Institute in Taxation's 'Introduction to Trusts & Estates' program

Professional Involvement

Has presented various estate planning continuing legal education programs offered through the American Bar Association, New York City Bar Association, New Jersey State Bar Association and other legal and non-legal organizations.

Experience

Counsels clients on estate planning goals and implements them with customized drafting solutions utilizing sophisticated wills, revocable trusts, irrevocable life insurance trusts (ILITs), charitable remainder trusts, charitable lead trusts, family limited partnerships, limited liability companies, qualified personal residence trusts (QPRTs), grantor retained annuity trusts (GRATs) and intentionally defective grantor trusts (IDGTs). Engages with fiduciaries and beneficiaries to provide creative tax planning ideas.

Paulina Mejia

Fiduciary Trust Company International

Paulina Mejia serves as National Fiduciary Counsel at Fiduciary Trust Company International and is a member of the firm’s management and operating committees.

Professional Involvement

Serves on Fiduciary Trust International's DEI Council.

Experience

Serves on Fiduciary Trust Company of Delaware's board. Prior to joining Fiduciary Trust International, was head of Atlantic Trust's wealth strategies group and a senior wealth strategist in their New York office. Previously worked as a wealth planner with Brown Brothers Harriman & Company and practiced law in the trusts and estates department of Carter Ledyard & Milburn LLP.

Brad J. Richter

Fried Frank, Harris, Shriver & Jacobson

Brad J. Richter is chair of Fried Frank’s Trusts and Estates Department in New York, with a practice spanning sophisticated estate and tax planning, administration of complex estates and trusts, business succession, and charitable foundation structuring.

Recognition & Leadership

Recognized by Chambers USA as a leading wealth management attorney in the Eastern Region.

Experience

Represents high-net-worth individuals, private equity principals, entrepreneurs, executives, and fiduciaries. Advises clients on wealth transfer strategies, formation of business entities, multigenerational trust planning, charitable giving, and fiduciary compliance, including IRS audits and probate litigation. Has been with Fried Frank since 2005.

George D. Karibjanian

Franklin Karibjanian & Law, PLLC

George Karibjanian is a founding member of Franklin Karibjanian & Law, with offices in Washington, D.C. and Florida, specializing in estate planning, probate and trust administration, and nuptial agreements.

Education & Credentials

WSET Level 2 wine certification.

Recognition & Leadership

Board Certified in Wills, Trusts & Estates in Florida. Fellow of the American College of Trust and Estate Counsel. A prolific speaker and author, has delivered over 225 presentations and published 80+ articles. Regular contributor to national conferences like Heckerling and Notre Dame.

Professional Involvement

Holds leadership roles in the ABA and Florida Bar on estate tax, decanting, and planning issues. Active in community organizations.

Experience

Over 37 years of experience in estate planning, probate and trust administration, and nuptial agreements.

Jerome M. Hesch

Meltzer, Lippe, Goldstein & Breitstone

Jerome M. Hesch is Counsel to multiple practice groups at Meltzer, Lippe, Goldstein & Breitstone LLP, including Trusts & Estates and Private Wealth & Taxation. A nationally respected tax and estate planning expert.

Education & Credentials

Previously directed the University of Miami's Graduate Program in Estate Planning. Continues to teach as an adjunct at several law schools.

Recognition & Leadership

Director of the Notre Dame Tax and Estate Planning Institute. Fellow of both the American College of Trust and Estate Counsel and the American College of Tax Counsel. Member of the NAEPC Estate Planning Hall of Fame. Prolific author and speaker, contributing to top national tax conferences such as Heckerling, USC, and NYU.

Experience

Worked with the IRS Office of Chief Counsel. Spent 20 years as a full-time law professor. Has served as a consultant to leading law firms and advisors across the country.

Alan S. Gassman

Gassman, Crotty & Denicolo, P.A

Alan S. Gassman is the founder and senior partner of Gassman, Crotty & Denicolo, P.A., a Clearwater, Florida law firm established in 1987, specializing in representing high-net-worth families, physicians, and business owners in estate planning, taxation, and asset protection.

Recognition & Leadership

Board Certified in Wills, Trusts & Estates. Prolific author, contributing to various legal publications and has co-authored several books on estate planning and asset protection.

Experience

Founded Gassman, Crotty & Denicolo, P.A. in 1987. Represents high-net-worth families, physicians, and business owners in estate planning, taxation, and asset protection.

Andrew S. Katzenberg

ArentFox Schiff

Andy focuses on wealth transfer planning and preservation, multi-generational planning, estate and trust administration, nonprofit and tax-exempt organizations, and charitable giving.

Education & Credentials

Serves as an adjunct professor at the University of Baltimore Law School Graduate Master's Program.

Recognition & Leadership

Chambers USA ranked. Fellow of the American College of Trusts and Estates Counsel (ACTEC). Has authored numerous articles related to his field. Frequent contributor to the New York State Bar Association's Trusts and Estates Law Section newsletter. Nationally recognized lecturer. Recognized for pro bono contributions by the New York Legal Assistance Group (NYLAG) and the New York City Family Court Volunteer Attorney Program.

Professional Involvement

Actively engages in pro bono work with New York Legal Assistance Group and New York City Family Court Volunteer Attorney Program.

Experience

Represents high-net-worth clients including hedge fund and private equity managers, business owners, art dealers, and athletes. Represents clients in forming and managing nonprofit and tax-exempt organizations including public charities, private foundations, and private operating foundations.

Eduardo S. Chung

Forvis Mazars

Eduardo S. Chung is a Principal at Forvis Mazars, based in New York, where he leads the firm’s Tax Practice & Procedures Group, specializing in representing diverse clientele on IRS and state tax examinations, administrative appeals, tax court litigation, and collection matters.

Education & Credentials

J.D. from Boston University School of Law. LL.M. in Taxation from Georgetown University Law Center.

Experience

Over a decade of experience representing individuals, estates, C corporations, S corporations, and other flow-through entities. Rejoined Forvis Mazars in 2022, having previously held senior leadership positions at the firm from 2014 to 2020. Between tenures, served at a prominent New Jersey-based law firm.

Timothy Evans

Forvis Mazars

Timothy Evans is a Principal in the International Tax Services practice at Forvis Mazars, advising multinational corporations, business owners, and private clients on international tax planning, treaty structuring, and global tax compliance.

Recognition & Leadership

Regularly speaks on international tax developments and planning techniques.

Experience

Strong background in cross-border tax issues. Works with clients on inbound and outbound investment strategies, foreign tax credit optimization, and Subpart F and GILTI matters.

James I. Dougherty

Dungey Dougherty PLLC

James I. Dougherty is a founding partner of Dungey Dougherty PLLC in Greenwich, Connecticut, with work centered on estate planning and administration for high-net-worth individuals, families, and family offices.

Experience

Continuing a multigenerational family tradition of private client legal practice. Advises clients on tax-efficient wealth transfer, charitable giving, business succession, and trust structuring. Known for his thoughtful and measured approach with emphasis on discretion, legacy preservation, and tailored planning.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
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One-time purchase
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based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Why Attend

Why this 
program matters

Mastery of advanced trusts and estates topics is essential for legal practitioners to protect clients from severe tax penalties, navigate complex reporting requirements, and optimize wealth transfer during unprecedented intergenerational transitions.
$84T
Projected wealth to be transferred to heirs and charities through 2045 during the Great Wealth Transfer.
$593B
Total U.S. charitable giving in 2024, a 6.3% increase from the prior year, highlighting the critical role of charitable planning strategies.
80%+
Percentage of gift tax returns reporting gifts of $1 million or more that understated gift value according to IRS audits, resulting in significant additional taxes owed.
31%
IRS audit rate for estates valued over $10 million, underscoring heightened scrutiny for high-value estates requiring meticulous compliance.

Explore Our Featured Programs

Tax strategies for self-employed attorneys covering deductions, S corp structures, and retirement planning to maximize savings legally.

September 5, 2025

3 Hour Program

MCLE Credits

Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!

In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!

Who Should Attend:

  • Self-Employed Attorneys in a partnership
  • Solo Attorneys running their own firm
  • Any attorney considering opening their own firm

Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.

Key topics to be discussed:

  • How running a home-based business can open the door to massive deductions
  • The secrets to deducting meals, vacations, and even your kids’ college tuition—legally
  • Audit-proof your tax return and ensure your business isn’t labeled a “hobby” by the IRS
  • How to choose the best business entity (and where to set it up) to maximize tax advantages
  • Why a Subchapter S Corporation could be the golden ticket to saving thousands
  • Unlock the power of home office deductions and car write-offs without triggering red flags
  • How to safely write off a second home and maximize real estate tax savings that most people miss
  • Strategies for supercharging your fringe benefits and saving up to 40% on taxes by turbocharging your retirement savings
  • Critical Apps that can make tracking auto miles and expenses a breeze!

Closed-captioning available

2025-09-05 13:00:00

Learn generative AI fundamentals and build custom GPTs to automate legal workflows—no coding required.

October 30, 2025

2 Hour Program

MCLE Credits

This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.

Key topics to be discussed:

  • Foundations of generative AI
  • Custom GPTs & Copilot agents
  • Scaling with projects & platforms

Date / Time: December 19, 2025

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

2025-10-30 14:00:00

Comprehensive guide to revocable and irrevocable trusts covering structure, tax implications, Medicaid planning, and practical administration strategies for estate planners.

March 30, 2026

2 Hour Program

MCLE Credits

Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender

In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.

Key topics to be discussed:

  • Revocable vs. irrevocable
    • Flexibility
    • Tax treatment
    • Asset protection
    • Life circumstances
  • Revocable trusts
    • Joint vs. his & hers
    • Income taxes
    • Estate taxes
    • Ideal candidates

Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue

In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.

Key topics to be discussed:

  • Common types of irrevocable trusts
    • Medicaid asset protection
    • Spousal lifetime access
    • Irrevocable life insurance
    • Special needs
    • Drafting tips
  • Trust administration
    • Separate EIN needs
    • 4 key phases of trust administration
    • Avoiding trust contests
    • Protecting your fiduciary

Date / Time: December 11, 2025

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

2026-03-30 14:00:00

FAQ

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Are all CLE programs included with an unlimited pass purchase?

Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.

Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.

Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.

Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.

myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.

Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.

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Expanding practice
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Join live events with top attorneys and real-world case insights.
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Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
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Deep-dive training programs designed to build advanced, practical legal skills fast.
Expanding practice
Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
Live webinars
Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
Legal Bootcamps
Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

Alabama
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Pending
Hawaii
Approved
Idaho
Pending
Illinois
Pending
Indiana
Approved
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Pending
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Pending
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Pending
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Pending
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Pending
Wyoming
Pending

Alabama

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

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs