Estate Planners' Day 2019

Date: Friday, January 25, 2019
Time: 8:00am - 4:00pm
Location: DoubleTree Hotel - Grand Ballroom, 445 S. Alvernon Way, Tucson, Arizona
Speaker: Steven Siegel

Check-in and Hosted Continental Breakfast

8:00 am - 9:00 am

Opening Notes from our Council

9:00 am - 9:15am

Business Succession Planning

9:15 am - 10:30 am


Business Succession Planning

10:50 am - 12:10 pm


12:10 pm - 1:05 pm

Planning for the 99%

1:05 pm - 2:25 pm


Social Security & Medicare Planning

2:45 pm - 4:00 pm



RSVP by 4 pm January 15, 2019

You will be sent a return email confirmation

Once the handout for this program has been made available to us, you will be able to access it here.

* Please note printed handouts are available for $75*


About Steven G. Siegel

Steven Siegel is president of The Siegel Group, which provides

consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides

services throughout the United States.

 Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning (AICPA 2018); Federal Fiduciary Income Taxation (Foxmoor 2018); Federal Estate and Gift Tax (Foxmoor 2016)). He is the co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine, January and February 2016.

In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty

Trusts; Planning with Intentionally-Defective Grantor Trusts, Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and many other titles.

     Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, The Kansas City Estate Planning Symposium, Yale School of Management; U. of Chicago Business School, Western CPE, the National Society of

Accountants, Cohn-Reznick, Foxmoor Education, many State Accounting Societies and Estate Planning Councils (including: The California CPA Society, The Southern Nevada Estate Planning Council; the Oregon CPA Society; the Southern Arizona Estate Planning Council; the Georgia CPA Society) as well as on behalf of many private companies.

            He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama (teaching Income Taxation of Trusts and Estates), and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.

     Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in Taxation from New York University Law School.

About the program



A Discussion of Three Diverse Areas of Concern to Clients


Business Succession Planning:

One of the most difficult issues facing a business owner and his or her advisors is what to do with the business as the owner addresses the realities of aging, retirement and illness. A lifetime of effort and success deserves to be preserved if at all possible. Is there a plan? How can a plan be created? What should be done? How should a spouse and children be provided for? Should the owner hang on or step away? How will value be realized? What is “fair” to all concerned? What tax considerations should be addressed? Can anything be done if the owner dies and did no planning? These are the issues confronting the practitioner as advisor to his or her family business     clients. 

Planning for the 99%:

How do the current tax rules and latest developments affect clients with small and mid-sized estates. The higher exclusions would seem to make sophisticated estate planning unnecessary for many clients whose estates will not exceed the taxation thresholds. But there are many other considerations that should go into an estate plan           including portability, income tax basis considerations and asset protection concerns that make "simple" planning a risk for many clients. Life insurance, retirement plans, existing estate plans, gifting and many other issues may 

need to be considered differently when advising clients in this new world of estate planning.

Social Security and Medicare Planning:

With the Baby Boom generation entering retirement in record numbers, advisors are getting more questions about Social Security and Medicare. Understanding the complex rules and requirements and eligibility issues of these programs is important when you must answer questions from your clients or their aging parents. Learn the        essentials of the program, when benefits are available, spousal eligibility, divorced spousal eligibility, and more. Examine how these benefits are taxed and which strategies one should employ to maximize benefits and avoid costly penalties.


Cancellation policy


After 1/15/19, no refunds or transfers


Any cancellations mailed in must be received on or before the cancellation deadline date.

All cancellations must be in writing.

The registration is a package fee.

There are no adjustments for not attending meals or for attending only a portion of the presentation.


Thank you to our 2019 EPD Sponsors


Gold Sponsors:

Community Foundation for Southern Arizona

Northern Trust

Silver Sponsors:

Mission Management & Trust Co.

BMO Private Bank

TCI Wealth Advisors

Pinnacle Plan Design, LLC

Flash Drive Sponsor:

Fleming & Curti, PLC

Lanyard Sponsor:

Pinnacle Plan Design, LLC

Bronze Sponsors:

Bogutz & Gordon, P.C

Roediger Hoff, PLC

Fletcher Struse Fickbohn & Wagner, PLC

Snell & Wilmer, LLP


Related Document(s):

See Upcoming Event Calendar