44th EPI Schedule of Sessions

Live Webinar | Thursday, April 28th - Friday, April 29th, 2022 | $399

Thursday, April 28th 2022

9:00 am – 10:15 am
California Developments
S. Andrew Pharies, DLA Piper LLP (US), San Diego

10:35 am – 11:35 am
IRS Priorities in Estate and Gift Tax Audits
Lisa M. Piehl, Program Manager of the Estate and Gift Tax Policy Division of the Internal Revenue Service

12:05 pm – 12:50 pm
Attorney-client Privilege Post In re Grand Jury
Evan J. Davis, Hochman Salkin Toscher Perez P.C

1:10 pm – 2:10 pm
So You Want To Be a Superstar: How the Estate Planner Can Become a Key Witness in the Marital Dissolution
John McCall, Law Offices of John P. McCall
Angnieszka Adams, Roisman Henel + Adams LLP
Andrew (Andy) Verriere, Hartog, Baer & Hand

2:30 pm – 3:30 pm
Real Property Entity Transfer/Prop 19 Status
Gregory R. Broege, Ajalat, Polley, Ayoob, Matarese & Broege

4:00 pm – 5:00 pm
Drafting California Trusts Beyond the Statutes
Laura Zeigler, Bessemer Trust

Friday, April 29th 2021

9:00 am – 10:30 am
Current Developments in Federal Law
Steve Akers, Bessemer Trust

11:00 am – 12:00 pm
Vacation Homes and Estate Planning Strategies
Linda Retz, Law Offices of Linda J. Retz
David Benedetto, Law Offices of Linda J. Retz

1:00 pm – 2:30 pm
Ethical Challenges in Dealing with Clients Experiencing Diminishing Capacity
Prof. Mary Radford, Georgia State University College of Law
Prof. Amy Hess, University of Tennessee College of Law
William Hennessey, Gunster, Yoakley & Stewart, P.A.

3:00 pm – 4:30 pm
Estate Planning for Difficult Assets (Firearms, Cannibis, Cryto Currancy, and NTFs.)
Matthew D. Kanin, Greenspoon Marder LLP
Jonathan Kalinski, Hochman Salkin Tosher Perez P.C.
Wendy S. Goffe, Stoel Rives, LLP


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