Estate Planners Day 2020
Check-in and Hosted Continental Breakfast
8:00 am - 9:00 am
Opening Notes from our Council
9:00 am - 9:15am
Anticipating Will Contests (Beyer)
9:15 am - 10:15 am
Family Dynamics & Intergenerational Conflict (Rounds)
10:30 am - 12:00 pm
12:00 pm - 1:00 pm
Technology’s Impact on the Changing Future (Beyer)
1:00 pm - 2:00 pm
State Law Pitfalls Part 1 (Beyer)
2:00 pm - 2:30 pm
State Law Pitfalls Part (Beyer)
2:40 pm - 3:15 pm
Your Pleasure or Business Cannabis Client (Beyer)
3:15 pm - 4:10 pm
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.
About Gerry W. Beyer
Gerry W. Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the first holder of the Governor Preston E. Smith Regents Professorship. Previously, Prof. Beyer taught at St. Mary’s University and has served as a visiting professor at several other law schools including Boston College, The Ohio State University, Southern Methodist University, the University of New Mexico, Santa Clara University, and La Trobe University (Australia).
As a state and nationally recognized expert in estate planning, Prof. Beyer is a highly sought after lecturer. He presents dozens of continuing legal education presentations each year for many national, state, and local bar associations, universities, and civic groups. In recognition of his expertise and contributions to the legal profession, the National Association of Estate Planners & Councils inducted him into the Estate Planning Hall of Fame in 2015.
Prof. Beyer received his J.D. from the Ohio State University (summa cum laude) and his LL.M. and J.S.D. degrees from the University of Illinois. He is a member of the Order of the Coif, an Academic Fellow and Regent of the American College of Trust and Estate Counsel, and a member of the American Law Institute.
About Susan P. Rounds
Susan P. Rounds is a Director in the Wealth Planning Group of Deutsche Bank Wealth Management - Americas.
Based in San Francisco and Los Angeles, Susan specializes in providing services and solutions to elite clientele in the areas of tax and estate planning, business succession, risk management, philanthropy, family governance, intergenerational wealth transfer and legacy planning. In a career spanning 25 years, Susan has advised ultra-high-net-worth individuals, families, and privately-held business owner clients of Big Eight Accounting, global financial institutions and private legal practice.
Susan holds a BBA in Accounting, cum laude, from UT El Paso, a Juris Doctor from the University of Georgia, and an LL.M. in Taxation from Emory University School of Law. She passed the comprehensive CPA exam on the first sitting, holds the coveted AEP® (Accredited Estate Planner) designation and was recently registered as a TEP (Trusts and Estates Practitioner). Susan sits on the Board of Directors for the National Association of Estate Planners and Councils.
About the program
Contemporary Topics of Universal Importance
Anticipating Will Contests and How to Avoid Them:
An estate planner must always be on guard when drafting instruments which may supply incentive for someone to contest a will. Anytime an individual would take more through intestacy or under a prior will, the potential for a will contest exists, especially if the estate is large. Although will contests are relatively rare, the prudent attorney must recognize situations which are likely to inspire a will contest and take steps during the drafting stage to reduce the probability of a will contest action and the chances of its success. Prof. Beyer will alert you to the situations increasing the likelihood of a will contest and discuss eighteen prevention techniques.
Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony:
Under the hard glass of the “money magnifier” the unique qualitative issues and challenges of wealth in families come to the forefront. This presentation highlights some practical tools to help advisors navigate the sometimes rocky landscape: Understanding money beliefs and associations; fundamentals of trust beneficiary communications, designing family meetings, drafting family mission statements, and other tools for advisors working with financial families.
Technology’s Impact on the Changing Future of the Trusts and Estates Practice:
Less than a few decades ago, technology had a minor impact on the profession. Today, a wide range of technology may be central to a professional’s practice, changing the way we plan for the future. While the integration of technology has had its many benefits, keeping up with the wide array of rapidly changing technology now available is a dubious task for many practicing estate planners. To stay ahead of the curve in your practice and lessen potential frustration and expense, it is important to understand and leverage the latest estate planning technology. This presentation will serve to inform planners of the available technology tools along with their benefits and disadvantages including brief discussions of cryptocurrency and electronic wills.
State Law Pitfalls: Don’t Step In It When Your Client Steps Across State Lines:
Issues to consider when planning an estate for the possibility that a client’s property may end up being governed by the law of another state and the planning steps to consider taking.
Your Pleasure or Business Cannabis Client: It’s High Time Estate Planners Know What to Do:
The estate planning concerns that arise now that more states are legalizing medical and recreational marijuana. These issues will include the impact of marijuana use on testamentary capacity and life insurance rates, regulating the marijuana use of beneficiaries, and handling clients who are involved in the cannabis business such as growers and dispensary owners.
Cancellation by 1/15/20 — Refund minus $100
Any time through 1/15/20, a registration may be transferred to another person for $60 plus any
applicable difference in fees.
After 1/15/20, 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 2020 EPD Sponsors
Community Foundation for Southern Arizona
BMO Private Bank
TCI Wealth Advisors
Mission Management & Trust Co.
Pinnacle Plan Design, LLC
Regier Carr & Monroe, LLP, CPAs
Bogutz & Gordon, P.C
Flash Drive Sponsor:
Fleming & Curti, PLC
Pinnacle Plan Design, LLC
Fletcher Struse Fickbohn & Wagner, PLC
Arizona Community Foundation
Wells Fargo Wealth Management Group
- 2020-01-24 EPD Beyer Handouts - State Paw Pitfalls
- 2020-01-24 EPD Beyer Handouts - Cannabis
- 2020-01-24 EPD Beyer Handouts - Will Contests
- 2020-01-24 EPD Beyer Handout - Technology
- 2020-01-24 EPD Rounds Handout - Family Governance