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DTSTART:20200124T150000Z
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LOCATION:DoubleTree Grand Ballroom 445 S. Alvernon Way Tucson, AZ 
UID:1799520200124T150000ZEstate Planners Day 2020
DTSTAMP:20260403T190137Z
DESCRIPTION:\n \n \nCheck-in and Hosted Continental Breakfast\n \n8:00 am - 9:00 am\n \nOpening Notes from our Council\n \n9:00 am - 9:15am\n \nAnticipating Will Contests (Beyer)\n \n9:15 am - 10:15 am\n \nBreak\n \nFamily Dynamics & Intergenerational Conflict (Rounds)\n \n10:30 am - 12:00 pm\n \nLunch\n \n12:00 pm - 1:00 pm\n \nTechnology’s Impact on the Changing Future (Beyer)\n \n1:00 pm - 2:00 pm\n \nState Law Pitfalls Part 1 (Beyer)\n \n2:00 pm - 2:30 pm\n \nBreak\n \nState Law Pitfalls Part  (Beyer)\n \n2:40 pm - 3:15 pm\n \nYour Pleasure or Business Cannabis Client (Beyer)\n \n3:15 pm - 4:10 pm\n \n                  \n \nRESERVATIONS\n \nYou will be sent a return email confirmation\n \nOnce the handout for this program has been made available to us, you will be able to access it here.\n \n \n \nAbout Gerry W. Beyer\n \nGerry 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).\n \nAs 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.\n \nProf. 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. \n \n \n \nAbout Susan P. Rounds\n \nSusan P. Rounds is a Director in the Wealth Planning Group of Deutsche Bank Wealth Management - Americas.\n \nBased 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.\n \nSusan 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.\n \n \n \nAbout the program\n \nContemporary Topics of Universal Importance\n \nAnticipating Will Contests and How to Avoid Them:\n \nAn 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.\n \nFamily Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony:\n \nUnder 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.  \n \nTechnology’s Impact on the Changing Future of the Trusts and Estates Practice:\n \nLess 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.\n \nState Law Pitfalls: Don’t Step In It When Your Client Steps Across State Lines:\n \nIssues 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.\n \nYour Pleasure or Business Cannabis Client: It’s High Time Estate Planners Know What to Do:\n \nThe 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.\n \n \n \n \n \nCancellation policy\n \n Cancellation by 1/15/20 — Refund minus $100\n \n \n \nAny time through 1/15/20, a registration may be transferred to another person for $60 plus any\n \napplicable difference in fees.\n \n \n \nAfter 1/15/20, no refunds or transfers\n \n \n \nAny cancellations mailed in must be received\n \non or before the cancellation deadline date.\n \nAll cancellations must be in writing.\n \n \n \nThe registration is a package fee.\n \nThere are no adjustments for not attending meals or for attending only a portion of the presentation.\n \n \n \n \n \n\n  \n \nThank you to our 2020 EPD Sponsors\n \nGold Sponsors: \n \nCommunity Foundation for Southern Arizona\n \nNorthern Trust\n \nBMO Private Bank\n \nLunch Sponsor: \n \nTCI Wealth Advisors\n \nSilver Sponsors:\n \nMission Management & Trust Co.\n \nPinnacle Plan Design, LLC\n \nRegier Carr & Monroe, LLP, CPAs\n \nBogutz & Gordon, P.C           \n \nFlash Drive Sponsor:\n \nFleming & Curti, PLC\n \nLanyard Sponsor:\n \nPinnacle Plan Design, LLC\n \nBronze Sponsors:\n \nFletcher Struse Fickbohn & Wagner, PLC\n \nArizona Community Foundation\n \nWells Fargo Wealth Management Group\n \n \n
SUMMARY:Estate Planners Day 2020 - Southern Arizona Estate Planning Council 
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