Estate Planner's Day 2022

Date: Friday, January 21, 2022
Time: 10:00am - 4:00pm
Location: Hybrid * Arizona Sands Club
Speaker: Richard S. Franklin, Franklin Karibjanian & Law PLLC; Sandra M. Bensley, Waterfall Economidis; Luke Harriman, Much Shelist, PC

 

2022 EPD Sponsors

Community Foundation for Southern Arizona

TCI Wealth Advisors

Arizona Community Foundation Mission Management & Trust Co.Regier Carr & Monroe, LLP

 

AGENDA

210 minutes of CE

10:00 a.m. - 10:30 a.m.

Networking Reception

10:30 a.m. - 10:45 a.m.

Welcome - A Look Forward

10:45 a.m. - 11:45 a.m.

Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose

 

Networking Lunch

11:45 a.m. - 12:45 p.m.

 

12:45 p.m. - 1:45 p.m.

529 Plans: Estate Planning Magic

2:30 p.m. - 4:00 p.m.

Ethical Traps in Estate Planning and Post-Death Administration

4:00 p.m. - 5:00 p.m.

Closing Happy Hour

 

REGISTRATION DETAILS

In Person event held at Arizona Sands Club 565 N Cherry Ave Fl 5, Tucson, AZ 85719

SAEPC Members

$225 In person OR $175 for Virtual 

non-SAEPC Members

$275 for In person OR $225 for Virtual 

 

Parking details for in person attendees:
Please park in the 6th Street garage. A shuttle is available to transport attendees to the stadium. Please do not park in the Cherry Avenue garage; this garage is restricted to permit-only on game days.

Updated COVID 19 mask policy:
The Sands Club follows UArizona policy. Surgical masks are required, KN95 masks are acceptable but not required.

Registration Closed

 

SPEAKERS

 

Sandra M. Bensley, Waterfall Economidis 

Sandra Bensley is a shareholder with Waterfall Economidis in their Trust and Estate Practice Group and specializes in trust and estate litigation. Ms. Bensley received her J.D. in 2006 from the Sandra Day O’Connor College of Law at Arizona State. Ms. Bensley is her firm’s risk management partner. Ms. Bensley is also a frequent presenter of legal seminars on Legal Ethics and Professionalism.    

 

Richard S. Franklin, Franklin Karibjanian & Law PLLC

Richard focuses on estate planning, trusts and estate administration, and beneficiary and fiduciary representation.  He is a member of the District of Columbia and Florida Bars, a Fellow of the American College of Trust and Estate Counsel and serves on its Tax Policy Study Committee.  Richard speaks on topics that reflect his deep interests, and includes specific ideas that he recommends to clients and implements on their behalf.  His focus for presentations is on creative and innovative approaches to estate planning.

Richard has spoken at numerous estate planning programs around the country, including the University of Miami’s Heckerling Institute on Estate Planning, ACTEC, the American Bar Association, state and local bars, estate planning councils, and charities such as the Carter Center, to name a few.  He has also written extensively on estate planning topics for various publications including the ACTEC Law Journal, The Washington Lawyer, Trusts & Estates, Estate Planning, and the Bloomberg/BNA Estates, Gifts & Trust Journal.

Richard has a keen interest in the intersection of well-being theory and inheritance planning.  He developed the Well-Being Trust – a reimagined trust and inheritance approach that uses well-being theory and empirical research, and well as other data, to increase beneficiary well-being.  He coined the term “Prince Charles Effect” to analogize the expanding life expectancy of the affluent and explain why a lifetime financial inheritance is better for well-being.  His recent publications include: Wealth and Well-Being - What Wealthy Families Can Learn from Sovereign Government Policies and Measuring Human Progress, Bloomberg, Vol. 46, Estates, Gifts and Trusts Journal, Number 3 (May 13, 2021)(co-authored with his wife, Claudia E. Tordini); Well-Being Supported by Family Wealth – A Foundation to Flourish, Bloomberg, Vol. 45, Estates, Gifts and Trusts Journal, Number 3 (May 7, 2020)(co-authored with Claudia E. Tordini).

Luke Harriman, Much Shelist, PC 

Vice chair of the firm's Wealth Transfer & Succession Planning group, Luke advises individuals and families on estate planning matters, helping clients protect and provide for their loved ones after they pass away. His practice is comprehensive, ranging from counseling young parents as they plan for the care of their children to formulating sophisticated estate tax and income tax strategies for high-net-worth individuals. Luke is licensed to practice in Illinois and Florida and regularly counsels clients on tax and other issues related to changing residency. After the death of a loved one, Luke guides families through the practicalities of administering estates and trusts. He combines an approachable demeanor with a nuanced understanding of probate proceedings and trust administration, using techniques such as non-judicial settlement agreements and trust decanting to achieve resolution. Corporate and individual fiduciaries alike appreciate his conscientious yet practical approach. Luke regularly writes and speaks on estate planning and administration. He has presented for the City of Chicago Department of Law, the National Business Institute and the Chicago Bar Association. His written work has appeared in First Time Parent Magazine and WealthManagement.com, and has been cited by TheStreet.com.

 

PROGRAM DESCRIPTIONS

 

Ethical Traps in Estate Planning and Post-Death Administration

This seminar with explore the ethical considerations involved in estate planning including conflicts of interest and issues with community property and jointly owned assets.  Based on her experience with contested trust and estate litigation, Ms. Bensley will discuss common ethical issues as they relate to post-death administration of estates and trusts including conflicts of interest when representing fiduciaries.  Finally, best practices for engagement letters will be discussed with sample language reviewed.  

 

 

Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose

In this program, Richard Franklin posits that trusts should be engines of well-being.  He will show how to build positivity, meaning and purpose into trusts, using well-being theory and positive psychology’s empirical research and other data to support family well-being and flourishing.  Richard will provide a model for trustees to use in building a well-being baseline and expanded well-being, and review positive, research-based ways to spend that increase well-being (there’s a shocking absence of such information in trusts & estate literature).

 

529 Plans: Estate Planning Magic

Review the fundamentals of how 529 plans work (owners vs. beneficiaries, changing successor owners, income tax consideration). Understand the unique estate, gift, and GST tax laws applicable to 529 plans. Develop strategies to integrate 529 plans into the estate planning process

 

Please register below

You’ll receive a return email confirmation and reminder emails of the day’s event. Once handouts for this program have been made available to us, they will be uploaded below.

Cancellation policy

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 full-day registration is a package fee. Cancellation policy applies to purchases of only morning and afternoon sessions. There are no adjustments for attending only a portion of the presentation.

Registration Closed
 
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