THE WEALTH MANAGEMENT SUMMIT ECCH. October 17-18, CLE/12.5 CPE credits, includes 1.0 optional hour of legal ethics

Transcription

1 Trusts & Estates and Georgetown University Law Center Present THE WEALTH MANAGEMENT SUMMIT ECCH October 17-18, CLE/12.5 CPE credits, includes 1.0 optional hour of legal ethics SPONSORS Trusts & Estates magazine Georgetown University Law Center LOCATION Georgetown University Law Center, Hart Auditorium, PROGRAM CHAIRS Edward Jay Beckwith Baker & Hostetler LLP Rorie M. Sherman Editor in Chief Trusts & Estates Primedia Business SPEAKERS W. Shepherdson Abell Furey, Doolan & Abell, LLP Chevy Chase, MD Roy M. Adams Sonnenschein Nath & Rosenthal LLP Ajay Badlani Head of U.S. Investment Analytical Lab The Citigroup Private Bank Turney P. Berry Wyatt, Tarrant & Combs, LLP Louisville, KY John L. Buckley Chief Tax Counsel Committee on Ways and Means, Democratic Staff U.S. House of Representatives Julia B. Fisher Vice President J.P. Morgan Private Bank Philadelphia, PA Robert R. Galloway Baker & Hostetler LLP Cleveland, OH Ellen K. Harrison Pillsbury Winthrop Shaw Pittman LLP Catherine Veihmeyer Hughes Attorney-Advisor, Office of Tax Legislative Counsel, Office of Tax Policy, Dept of the Treasury Craig L. Janes Principal Deloitte Tax, LLP Daniel H. Markstein III Maynard, Cooper & Gale, P.C. Birmingham, AL Neill G. McBryde Moore & Van Allen, PLLC Charlotte, NC Douglas K. Moore National Director of Estate & Charitable Planning The Citigroup Private Bank Charles L. Ratner National Director Ernst & Young LLP Cleveland, OH Ted R. Ridlehuber President and CEO Cannon Financial Institute, Inc. Athens, GA Susan B. Slater-Jansen Sonnenschein Nath & Rosenthal LLP David A. Wexler Greenberg, Wexler & Eig, LLC Bethesda, MD GEORGETOWN UNIVERSITY LAW CENTER CONTINUING LEGAL EDUCATION YOUR AUTHORITATIVE LEGAL RESOURCE FROM THE NATION S CAPITAL

2 THE WEALTH MANAGEMENT SUMMIT Trusts & Estates magazine and Georgetown University Law Center are pleased to offer the second annual Wealth Management Summit. At this two-day forum, nationally recognized experts examine trends in the U.S. wealth management industry, and provide a behind-the-scenes look at the making of law and regulation in our nation s capital. The summit has a unique emphasis on an interdisciplinary analysis of developments affecting the accumulation, management and disposition of private wealth. Attendance is limited to maximize each attendee s interaction with the faculty. BY ATTENDING, YOU WILL: Receive an up-to-the-minute review of trends in the law from national authority Roy Adams Learn from an all-star interdisciplinary panel how to analyze, correct and improve an existing private wealth plan Review the Treasury Department s latest projects that impact private wealth with insider Cathy Hughes Analyze the future of private wealth taxation with Capitol Hill veteran John Buckley Participate in interactive, pragmatic workshops based on a specially designed fact pattern, focusing on drafting, investing or planning Assess the issues and solutions discussed in the other work shops, guaranteeing full group learning and interdisciplinary solutions Learn from J.P. Morgan Vice-President Julia Fisher how to help your clients beat the odds against their passing wealth to next generations and improve their family s chances of staying wealthy Explore the tricky world of FLPs and how to generate liquidity at death with recognized expert Neill McBryde Get straight talk from Charles Ratner on the most critical challenges facing the insurance industry and how to craft answers to those challenges Learn how the aging of the population should affect your planning techniques Gain time-proven advice on how to grow your practice, regardless of your place in the wealth management industry Receive real-world tips from national experts in a fast-paced 60 Tips in 60 Minutes panel Enjoy a special cocktail reception where you can explore ideas in greater detail and network with speakers and attendees Browse our exhibit area of valuable products and services for professionals from all wealth management disciplines WHO SHOULD ATTEND: Attorneys Trust Professionals Financial Advisors Philanthropy Professionals Accountants Insurance Professionals Asset Managers Family Office Executives WHAT LAST YEAR S ATTENDEES SAID: Well done! Excellent opportunity to explore the landscape of wealth management, tax and planning issues. Excellent cutting edge presentations. Kenneth Feinour, Diakon Excellent meeting. Keep up the great educational facets of the program. Good substance! John Becker, John D. Becker & Associates The entire program was professional and organized. This was a tremendous opportunity to hear from qualified professionals all related to the wealth management industry. Great location and facility! Heidi Burgoyne RM Stark Investment Center

3 SUMMIT AGENDA MONDAY, OCTOBER 17 8:00-8:30 am REGISTRATION AND CONTINENTAL BREAKFAST SPONSOR WELCOME 8:30-8:45 am WELCOME Lawrence J. Center, Georgetown Law Center and Rich Santos, Trusts & Estates 8:45-10:15 am KEYNOTE ADDRESS: Trends in the Law Roy M. Adams The Impact of New Legislation Caselaw Developments Key Rulings and Regulations Cutting Edge Techniques 10:15-10:30 am 10:30-11:30 am TRIAGE: What to Do with a Faulty Plan analyzing, correcting and improving what s already on the table Panelists: Ajay Badlani, Turney P. Berry, Craig L. Janes, Douglas K. Moore, David A. Wexler Best Approaches to Analyzing and Understanding Plans Developed by Others Identifying and Correcting Missed Opportunities Unwinding Uncorrectable Situations Dealing with the Problems that can not be Solved 11:30 am - 1:00 pm LUNCH: On Your Own 1:00-1:30 pm WHAT S ON MY DESK: Projects at the U.S. Treasury that Impact Private Wealth Catherine Veihmeyer Hughes Recent Guidance Explained An Update on Pending Guidance What Concerns Regulators Most Now 1:30-2:15 pm THE FUTURE OF PRIVATE WEALTH TAXATION: A View From Capitol Hill John L. Buckley How Did We Slide into a Decade of Legislative Uncertainty What are the Prospects for a Fix A Shifting Vision of legislative Stability Long-term Legislative Options 2:15-2:45 pm PUTTING TOGETHER A COMPREHENSIVE PLAN (Part I): Presenting the Fact Pattern Moderator: Edward Jay Beckwith Facilitators: Ajay Badlani, Turney P. Berry, Douglas K. Moore Comprehensive Real-life Facts Exploring the Workshop Experience 2:45-3:00 pm 3:00-4:15 pm FACILITATED BREAKOUT WORKSHOPS Three Simultaneous Interactive Workshops Analysis of the Same Facts from Three Perspectives: Investing, Drafting and Planning Participants Self-select Breakout A: INVESTING Facilitator: Ajay Badlani Breakout B: DRAFTING Facilitator: Turney P. Berry Breakout C: PLANNING Facilitator: Douglas K. Moore 4:15-4:30 pm 4:30-5:00 pm PUTTING TOGETHER A COMPREHENSIVE PLAN (Part III): Facilitators Report Back Moderator: Edward Jay Beckwith Facilitators: Ajay Badlani, Turney P. Berry, Douglas K. Moore Summary from each Workshop Open Interactive Group Discussion 5:00-6:00pm Networking Cocktail Reception TUESDAY, OCTOBER 18 8:00-8:30 am CONTINENTAL BREAKFAST 8:30-8:45 am REVIEW AND PREVIEW Program Chairs: Rorie M. Sherman and Edward Jay Beckwith 8:45-10:00 am BEATING THE ODDS: Improving the 15 Percent Chance Of Staying Wealthy Julia B. Fisher What Concerns People Most About Their Wealth Developing Fiscal Intelligence Avoiding Common Mistakes Finding and Utilizing Good Advisors 10:00-10:45 am FAMILY LIMITED PARTNERSHPS: Generating Liquidity at Death Neill G. McBryde Unlocking Wealth from a Limited Liability Entity Avoiding Tax Traps 10:45-11:00 am 11:00 am - 12:00 pm INSURANCE: Today s Challenges and Solutions Charles L. Ratner Current Trends New Products Pitfalls and Opportunities

4 12:00-12:15 pm BOX LUNCH 12:15-1:15 pm RETIREMENT PLANNING: The Population is Aging and That Changes Everything Susan B. Slater-Jansen Trends and developments Flexible Beneficiary Designations 1:15-1:30 pm 1:30-2:45 pm CONCURRENT BREAKOUTS Breakout A: CAREER DEVELOPMENT: How to Grow Your Practice Ted R. Ridlehuber Breakout B: LEGAL ETHICS: The Latest Word W. Shepherdson Abell 2:45-3:00 pm 3:00-4:00 pm 60 TIPS IN 60 MINUTES: Experts Share Their Secrets Moderator: Daniel H. Markstein III Panelists: Robert R. Galloway, Ellen K. Harrison, Charles L. Ratner 4:00 pm ADJOURNMENT

5 HOTEL INFORMATION Georgetown University Law Center CLE has preferred rates at the Hyatt Regency Washington on Capitol Hill. When making reservations, please refer to Corporate Number to receive the Georgetown University Law Center rate. We recommend making reservations at least 30 days before the conference. This rate is based on hotel availability. Phone: or groupbooking/58549 Hyatt Regency Washington on Capitol Hill 400 New Jersey Avenue, NW (The hotel is about two blocks from the Law Center) CANCELLATION Please fax your cancellation notice to (202) by 5:00 p.m. on Thursday, October 13, 2005 for a refund (less a $75 administrative fee). Rain checks for a future program will be granted for cancellations received after October 13 and prior to the start of the program. CLE/CPE CREDIT 10.5 CLE/12.5 CPE credits, includes 1.0 optional hour of legal ethics Georgetown CLE is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors. 150 Fourth Avenue North, Nashville, TN, Website: SCHOLARSHIPS Apply online at or submit written request no later than 5:00 pm on Monday, October 10, 2005 to: Scholarship Committee Georgetown CLE or fax to (202) THE WEALTH MANAGEMENT SUMMIT REGISTRATION Monday-Tuesday, October 17-18, 2005 Ph: (202) Fax: (202) Georgetown University Law Center CLE Institute Fee: $845 regular $795 GULC alumnus class of I cannot attend, but please send me the following: Audio CD-ROM (audio & text) $449 CD-ROM (text only) $149 Course Materials (hard copy) $149 For CD-ROM and course material orders, individuals or firms with a DC address should add 5.75% sales tax, VA 5.0%, MD 5.0% and PA 6.0% (or 7.0% if from Philadelphia or Allegheny County) I would like a one year subscription to Trusts & Estates for the special Wealth Management Summit rate of $169 (subscription will be billed separately) Name: Title: Occupation: Attorney Accountant Insurance Professional Trust Professional Financial Planner Asset Manager Philanthropy Professional Family Office Executive Other (Please specify): Firm/Company Address City State Zip Telephone Address CLE/CPE Credit? Fax Source Code (Source code can be found on top of mailing label) FIVE WAYS TO REGISTER: If Yes, What State? PHONE: Call (202) (credit card registrations only) FAX: (202) with your credit card information Visa MasterCard AmEx Card # Exp. Date Signature: MAIL: Send form with your check or Purchase Order Please make checks payable to Georgetown CLE Return to Georgetown CLE,, Send your information to: cle@law.georgetown.edu (credit card registrations only) ONLINE: Register on the web at