Topic: Estate Planning for 2010 – Changes and Challenges - co-sponsored by Diversified Trust
Speaker: Steve R. Akers, J.D.
Location: East Memphis Hilton
Estate Planning for 2010 – Changes and Challenges
Steve Akers will review the important developments in the federal income, estate and gift tax laws. The impact of federal legislation, if any, passed between the time of this announcement and the time of the seminar will be covered. If no such legislation is in place at that time, then planning in light of the default rules established under the 2001 act which would take effect in 2010 will be covered. This seminar covers significant legislation, regulations, cases and rulings and will include an overview of important planning implications from these new regulations and key changes of which advisors should be aware. There will also be a discussion of “defined value clauses” and planning with grantor trusts.
Steve R. Akers, J.D.
Steve Akers is a Managing Director with Bessemer Trust Company, N.A., in Dallas Texas since 2001. He was previously a partner with Ernst & Young, LLP (1995-2001) and with Jenkins & Gilchrist, PC (1977-1995). Mr. Akers has lectured on a variety of estate planning, estate administration, and family business planning topics at national seminars across the country. He is a member of the Advisory Committee to the University of Miami Phillip E. Heckerling Institute on Estate Planning. He serves as the Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law. He is a fellow of the American College of Trust and Estate Counsel, and currently serves on the ACTEC Long Range Planning Committee. He is also past Chair of the State Bar of Texas Real Estate, Probate and Trust Law Section and of the Dallas Bar Probate, Trusts and Estates Section. He is co-author of A Planning Guide to Buy-Sell Agreements.
Seminar Agenda and Learning Objectives
In this seminar you will: Review the important developments in the federal income, estate and gift tax laws; The impact of federal legislation, if any passed, or the default rules under the 2001 act which may take effect in 2010; Review of significant legislation, regulations, cases and rulings; Overview of important planning implications and key changes of which advisors should be aware. Discussion of “defined value clauses” and planning with grantor trusts.