8:50 a.m. – 9:00 a.m.
Opening Remarks & Introduction
Lauren Y. Detzel, Orlando
David Pratt, Boca Raton
Donald R. Tescher, Boca Raton
9:00 a.m. – 10:30 a.m.
What Your Mother Never Told You About Powers of Appointment: A Most Flexible Estate and Financial Planning Tool
Jonathan Blattmachr, New York, NY
10:30 a.m. – 10:45 a.m.
10:45 a.m. – 12:00 p.m.
Using Taxes to Settle Trust and Estate Disputes
Joshua Rubenstein, New York, NY
12:00 p.m. – 1:30 p.m.
Lunch (Sponsored by Bessemer Trust)
Capital Update - What’s Happening in Washington
Ronald Aucutt, Tysons Corner, VA
1:30 p.m. – 2:45 p.m.
I Do, Act II: Planning it Right the Second Time Around
Elaine M. Bucher, Boca Raton
2:45 p.m. – 3:00 p.m.
3:00 p.m. – 4:15 p.m.
Grantor Trusts: Burning Questions (and Even Hotter Answers) About Grantor Trusts
Samuel A. Donaldson, Seattle, Washington
4:15 p.m. – 4:30 p.m.
Questions and Answers