Tales from the Crypt: A Review of Past Mistakes by Attorneys, Accountants, Trust Officers, and Othe

Date: Thursday, March 14, 2013
Time: 2:30 PM - 6:00 PM
Location: 21c Museum Hotel
Speaker: Skip Fox

 

 Presents
Charles D. "Skip" Fox IV
Tales from the Crypt:
A Review of Past Mistakes by Attorneys, Accountants, Trust Officers, and Other Estate Planning Professionals
Thursday, March 14, 2013
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About the Program
 
This session will examine mistakes made by attorneys, accountants, trust professionals, and other financial planning professionals in the estate planning and estate administration fields. Specific attention will be paid to the marital deduction, the appropriate use of powers of appointment, irrevocable life insurance trusts, tax apportionment clauses, the gift tax annual exclusion, and ways of making gifts.
The Learner outcomes for attendees of the program include:
  • Better understanding of requirements for the estate tax marital deduction
  • Distinguishing between general and limited powers of appointment
  • Understanding the need to review tax apportionment clauses carefully
  • Understanding appropriate uses and misuses of the gift tax annual exclusion
  • Appreciating the need for careful drafting in charitable gifts
 
About the Speaker 
 
Charles D. ("Skip") Fox IV
is a partner in the Charlottesville, Virginia office of the law firm of McGuireWoods LLP and head of its Private Wealth Services Industry Group. Prior to joining McGuireWoods in 2005, Skip practiced for twenty-five years with Schiff Hardin LLP in Chicago. Skip concentrates his practice in estate planning, estate administration, trust law, charitable organizations, and family business succession. He teaches at the American Bankers Association National Trust School and National Graduate Trust School where he has been on the faculty for twenty-five years.

Skip was an Adjunct Professor at Northwestern University School of Law, where he taught from 1983 to 2005, and is currently an Adjunct at the University of Virginia School of Law. He is a frequent lecturer across the country at seminars on trust and estate topics. In addition, he is a co-presenter of the long-running monthly teleconference series on tax and fiduciary law issues sponsored by the American Bankers Association.
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Event Information
Date:
Thursday, March 14, 2013

Time:
2:00pm-2:30pm Registration
2:30pm-4:00pm Presentation
4:00pm-6:00pm Cocktails & Networking
 
Location:
21c Museum Hotel Cincinnati
609 Walnut Street
Cincinnati, OH 45202
Directions

10% Discount for groups registering 10 or more attendees.
Call 513-554-3074 or email cincycouncil@aol.com for registration.
 
Deadline to Register: Monday, March 11, 2013
Please note - refunds will not be given for cancellations received after the deadline.  No-shows will be billed.
 

 

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