Estate Planning Conference

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

Non-profit Organization U.S. Postage PAID Permit No. 121 New Orleans, LA