2024 Program & Schedule
Below is the 2024 program, please note that speakers are subject to change. Sessions however will be locked in once credits are approved.
THURSDAY, NOVEMBER 7
| TIME | EVENT | SPONSOR |
| 7:30 AM |
Registration
& Exhibits Open Attendance Sheet Sign-in for Selected Professions |
|
| Breakfast Buffet |
 |
|
| Complimentary Espresso Cart (until 3:15pm) |
 |
|
| 8:30 AM |
FEDERAL TAX UPDATE Samuel A. Donaldson Georgia State University College of Law, Atlanta, GA |
|
| 10:30 AM | Break | Exhibits |
 |
| 10:50 AM |
PLANNING WITH DIRECTED TRUSTS Michael M. Gordon Gordon, Fournaris & Mammarella |
|
| 11:50 AM | Lunch | Exhibits |
 |
| 12:50 PM |
MODIFYING IRREVOCABLE TRUSTS: Consider TEDRA and Decanting Sarah B. Bowman K&L Gates LLP |
|
| 1:50 PM |
COMMUNITY PROPERTY ISSUES IN ESTATE PLANNING AND ADMINISTRATION William Grady IV, J.D., CLU, CFP Baker Tilly US Michael Lum, J.D. Baker Tilly US |
|
| 2:50 PM | Break | Exhibits |
 |
| 3:10 PM |
PRIVACY IN THE AGE OF THE CTA Anthony J. McCormick Perkins Coie Steven J. Schindler Perkins Coie |
|
| 4:10 PM | Networking Reception with Exhibitors |
  |
| 6:00 PM | Day 1 Adjournment |
FRIDAY, NOVEMBER 8
| TIME | EVENT | SPONSOR |
| 7:45 AM |
Registration
& Exhibits Open Attendance Sheet Sign-in for Selected Professions |
|
| Breakfast Buffet |
 |
|
| Complimentary Espresso Cart (until 3:15 PM) |
 |
|
| 8:30 AM |
WASHINGTON PROBATE & TRUST UPDATE Anna Cashman KHBB Law PLLC |
|
| 9:30 AM |
RUBBER HITS THE ROAD, IMPLEMENTING ESTATE PLANS Dawn S. Spratley Washington Trust Bank Karolyn A. Hicks Stokes Lawrence, P.S. |
|
| 10:30 AM | Break | Exhibits |
 |
| 10:50 AM |
LATE IN LIFE ROMANCE: ESTATE PLANNING AND PERSONAL IMPLICATIONS Karen E. Boxx University of Washington School of Law |
|
| 11:50 AM | Lunch | Exhibits | |
| 1:00 PM |
GREASING THE SQUEAKY WHEEL: MANAGING DIFFICULT BENEFICIARIES Lauren J. Wolven Levenfeld Pearlstein, LLC |
|
| 2:00 PM |
ESTATE PLANNING STRATEGIES FOR QTIP TRUST ASSETS M. Read Moore McDermott Will & Emery LLP |
|
| 3:00 PM | Break | Exhibits |
 |
| 3:20 PM |
CONFLICT OF LAWS IN TRUSTS AND ESTATES Ronald J. Scalise Jr. Tulane University Law School |
|
| 4:20 PM |
EMPOWERING CLIENT DECISION MAKING BY IMPROVING RPC 1.14 Genevieve Mann Gonzaga School of Law Robert D. Dinerstein Robert D. Dinerstein LAW |
|
| 5:20 PM | Seminar Concludes |