2017 Estate, Tax, Legal and Financial Planning Annual Seminar

19th Annual Estate, Tax, Legal and Financial Planning Seminar on Thursday, February 9, 2017.

The 20th Annual Estate, Tax, Legal and Financial Planning Seminar will be held February 8, 2018.

The 2017 seminar provided high-quality presentations about the most recent developments in the legal and financial sectors from national experts in these areas. 

The recordings for each of the sessions are now available below.  Click on the name of each session to access the recording.

The seminar offered 7 hours of continuing education credits to Attorneys, CPAs, CFPs and CTFAs. 

Our program was granted the following credits:

Florida Bar - 7 hours of general, elder law, tax law, wills trusts and estates certification credits

CFP Board - 7 hours for CFPs®

ICB - 7 hours for CTFAs

IMCA - 7 hours for CIMAs

The Florida Institute of Certified Public Accountants - 7 hours for CPAs®

The American College’s Professional Recertification Program (formerly PACE) - 7 hours  for the following designations: Chartered Life Underwriter or CLU®, Chartered Financial Consultant or ChFC®, Chartered Advisor for Senior Living or CASL®, Chartered Leadership Fellow or CLF®, Chartered Advisor in Philanthropy or CAP®, Retirement Income Certified Professional  or RICP®, Financial Services Certified Professional FSCP®, Chartered Special Needs Consultant™, Chartered Healthcare Consultant  CHHC® and Registered Employee Benefits Consultant REBC®.

Johns Hopkins All Children's 19th Annual Estate, Tax, Legal and Financial Planning Seminar offered a full day of continuing education for Attorneys, Certified Public Accountants, Certified Financial Planners, Trust Officers, Bankers, CTFAs, CLUs and other professional designations as listed above.

The event was held at Johns Hopkins All Children's Hospital and webcast in eight locations in the surrounding area.

2017 topics and speakers are listed below. 

For questions regarding Seminar registration, contact Natalie Deniz at 727-767-3595 or natalie.deniz@jhmi.edu.  For questions regarding credentialing, please contact Lydia Bailey at 727-767-8914 or lydia.bailey@jhmi.edu.


Johns Hopkins All Children's Foundation welcomes you to become a sponsor of our 20th Annual Estate, Tax, Legal & Financial Planning Seminar.  For more information or to create a customized corporate sponsorship package, please contact Anysia McDowall at 727-767-2953 or amcdowa1@jhmi.edu.


Jerome M. Hesch shared an inspiring presentation “Communicating Charitable Planning in an Understandable Manner”.

Jerome discussed how when a properly structured charitable giving technique is implemented correctly, the charitable gift may not cost the donor anything out of pocket. Instead, what can be given to charity is the money the individual would have otherwise paid in Federal income taxes and estate taxes.

Overview of 2017 Seminar Sessions

Welcome Remarks

Session 1

Recent Developments and Strategies
Alan S. Gassman, J.D., LL.M.

This presentation reviewed current developments regarding estate planning and federal and state transfer taxation, including the Internal Revenue Service's final regulations regarding portability, the new income tax basis consistency requirements under the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015, the Service's new rules regarding issuance of estate tax closing letters, and the Service's proposed regulations under Section 2704 of the Internal Revenue Code regarding valuation discounts.  The speaker also discussed drafting estate planning documents to comply with and take advantage of current transfer tax laws, and transfer tax vs. income tax basis planning.  The program also included a review of the transfer tax and related income tax proposals in the Obama Administration's fiscal year 2017 Greenbook, and how they could affect estate and tax planning decisions if enacted.

Session 2

Charitable Giving and Avoiding Traps for the Unwary
William R. Lane, Jr.

This presentation reviewed current income tax and estate tax developments regarding charitable giving, including the Internal Revenue Service's final regulations regarding the basis of non-charitable interests in charitable remainder trusts, and Rev. Proc 2016-42 issued by the Service regarding an alternative provision for a charitable remaidner annuity trust ("CRAT") to satisfy the "probability of exhaustion" test.

Session 3

Transferring Business Interests After the 2704 Buzzsaw (or Is It Really A Butterknife?)
Paul Lee, J.D., LL.M. and Turney Berry, J.D.

This session discused transfer tax planning strategies in view of the new 2704 proposed (or final) regulations.  Is discount planning still available?  What planning works best without discounts?  How to design effective corporate documents in the new environment will be reviewed, and tips for working with appraisers in topsy-turvy world will also be addressed.

Session 4

Retaining, Obtaining, and Sustaining Basis
Paul Lee J.D., LL.M., Turney Berry, J.D., and Jerome M. Hesch, J.D., LL.M.

High-end clients worry about the estate tax, but every client worries about the income tax.  Learn how to turn your client's poor relatives into assets, how to produce suprising savings from old and cold family trusts, and how to rearrange a family's assets to shift basis to where it needs to be.  The big, complicated, but lots of fun world of integrating income tax and wealth transfer tax planning will also be discussed.

The recording for Session 3 and 4 are combined.  Click here to access.

Session 5

Do People Really Do That?
Paul Lee, J.D., LL.M., Turney Berry, J.D., and Jerome M. Hesch, J.D., LL.M.

This panel talked about the favorite techniques the panel actually use, when they use them, when they don't, tips, tricks, and traps.  Among the discussion points were good ways to explain ideas to clients and to motivate them to take action in the face of what seems to be omnipresent uncertainty.

Session 6

Tales from the Dark Side: Drafting Issues from the Fiduciary Perspective
Mark R. Parthemer, J.D., LL.M.

This presentation came from the author's observations since leaving private practice to join the fiduciary side of the trusts and estate profession.  The session compared "standard" form language with an emphasis on tax and non-tax issues to analyze how drafing efforts can substantially facilitate (or frustrate) the trustee in achieving a client's goals.  The issues addressed are all matters that have been encountered, both good and not so good.


Session 7

Recognizing and Preventing Financial Abuse of the Elderly, including the Regional FAST Program
Robert Lang, J.D.

Elder financial exploitation is an ever expanding concern for a growing number of families as the population of older adults continues to increase.  This presentation explored issues related to elder financial exploitation, including the scope of the problem, the characteristics of the possible victims and potential perpetrators, and the warning signs to which all advisors should be alert.  Additionally, this presentation explored the possible preventative measures that might be utilized in the planning stages as well as the remedial and punitive relief that is available once exploitation has already occurred.  

View the 2016 Estate, Tax, Legal and Financial Planning Annual Seminar.