COLLEGE OF LAW | CLE
2018 ANNUAL ESTATE PLANNING CONFERENCE Thursday, December 6 – Friday, December 7, 2018 Pan American Life Center
601 Poydras Street, 11th Floor Auditorium • New Orleans, Louisiana 12.5 CLE Hours | Includes Ethics & Professionalism 12.5 Tax Law Specialization Credits 12.5 Estate Planning & Administration Specialization Credits
2018 ANNUAL ESTATE PLANNING CONFERENCE 12.5 CLE/Tax Law Specialization/Estate Planning & Administration Specialization Credits
PAN AMERICAN LIFE CENTER
THURSDAY, DECEMBER 6, 2018
REGISTRATION
8:00 – 8:30 a.m. 8:30 – 9:45 a.m.
9:45 – 10:00 a.m.
Recent Developments in Louisiana Law for the Tax and Estate Planning Attorney Joseph W. Mengis Perry, Atkinson, Balhoff, Mengis & Burns LLC • Baton Rouge BREAK
10:00 – 11:00 a.m. Recent Developments in Legal Ethics Ethics Professor Dane S. Ciolino Loyola University New Orleans College of Law • New Orleans 11:00 – 12:00 p.m. Drafting in Uncertain Times Carole Cukell Neff Sessions, Fishman, Nathan & Israel LLC • New Orleans 12:00 – 1:15 p.m.
LUNCH ON YOUR OWN
1:15 – 2:15 p.m. Planning Charitable Tax Deductions and the Louisiana Tax Credit Monique G. Gardner Loyola University New Orleans • New Orleans 2:15 – 2:30 p.m.
BREAK
2:30 – 3:30 p.m. Using Charitable Trusts in Tax Planning Jean Niederberger Guarisco, Cordes & Lala LLC • New Orleans 3:30 – 4:30 p.m. Special Trusts – Planning Tools Susan Burkenstock Elkins, PLC • New Orleans
FRIDAY, DECEMBER 7, 2018 8:00 – 8:30 a.m.
REGISTRATION
8:30 – 9:30 a.m. Professionalism
Professionalism Honorable Jay C. Zainey U.S. District Court for the Eastern District of Louisiana, Section A • New Orleans
9:30 – 10:45 a.m. Recent Developments in Federal Gift and Estate Taxation Rebecca M. Hinton Taylor Porter • Baton Rouge 10:45 – 11:00 a.m.
BREAK
11:00 a.m. – 12:00 p.m. The Perfect Storm to Sink Family Limited Partnerships and LLCs? – Powell & The Trump Tax Act John A. Rouchell Baldwin Haspel Burke & Mayer LLC • New Orleans 12:00 p.m. – 1:15 p.m.
LUNCH ON YOUR OWN
REGISTER ONLINE & VIEW FALL 2018 CLE SCHEDULE
loyno.edu/cle
1:15 – 2:15 p.m. Estate & Trust Litigation Issues Bruce Spizer Attorney at Law • New Orleans 2:15 – 2:30 p.m.
BREAK
2:30 – 3:30 p.m. History of Trusts in Louisiana Professor Ronald J. Scalise, Jr. Tulane University Law School • New Orleans 3:30 – 4:30 p.m. IRC Section 199A Robert S. Keller Managing Director KPMG LLP • New Orleans
SPECIAL THANKS
Loyola University New Orleans College of Law wishes to thank the Planning Committee and speakers who graciously volunteer their time and expertise to provide quality CLE programming.
PLANNING COMMITTEE
Jerome Reso Baldwin Haspel Burke & Maye LLC Susan Burkenstock Elkins, PLC Michael Guarisco Guarisco, Cordes & Lala LLC
Robert Perez Perez, McDaniel, Faust & Adams LLP Kenneth Weiss McGlinchey Stafford David Lukinovich Lukinovich APLC
REGISTER ONLINE & PAY BY CHECK OR CREDIT CARD PRICING
$425 Full Tuition $405 Loyola Law Alumni/ Government/Nonprofit $250 Thursday or Friday Only $100 Ethics & Professionalism $50 Ethics or Professionalism $75 Course Materials Only (PDF) $75 Hard Copy of Materials (This fee is non-refundable after November 16, 2018)
COURSE MATERIALS
PDF course materials will be made available online approximately one week prior to the conference. You may print or download the materials. To view the materials electronically during the conference, we suggest that you download the materials to a laptop in advance as we cannot guarantee internet access or electrical outlets. A hard copy
of the course materials may be purchased for $75. Pre-ordered hard copies of materials will be distributed on check-in at the conference.
CANCELLATION POLICY
Cancellation requests must be made in writing, by email, fax or U.S. Mail and received by our office no later than 4:30 p.m. November 30, 2018 to receive a refund less a $50 administrative fee. Requests must be addressed to our office at: Loyola Institute for CLE, 7214 St. Charles Avenue, Box 905, New Orleans, LA 70118, and may be emailed to clelaw@loyno.edu or faxed to 504.861.5573.
CONTACT US
EMAIL: clelaw@loyno.edu PHONE: 504.861.5441 or 866.250.8617
Have questions? Need more information? Check out our web page at loyno.edu/cle E-mail us at clelaw@loyno.edu (866) 250-8617 (toll-free) or (504) 861-5441
COLLEGE OF LAW 7214 St. Charles Avenue Campus Box 905 New Orleans, LA 70118
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