SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

Southern Arizona Estate Planning Council is excited to present its first-ever virtual Estate Planners Day. Although we will not get to see each other in person, we are planning an engaging and interactive day of learning via Zoom Webinar. We’re also offering more flexible registration options. We hope you’ll join us!

2021 EPD Sponsors

AGENDA

Morning Session, 180 minutes of CE

8:00 a.m. - 12:00 a.m.

The Estate Planner’s Income Tax Playbook, Sam Donaldson

Property Powers of Attorney: Are You Aiding and Abetting Legalized Theft? Paul Hood

Lunch Break

12:00 p.m. - 1:00 p.m.

Afternoon Session, 180 minutes of CE

1:00 p.m. - 5:00 p.m.

Federal Income Tax Update, Sam Donaldson 

Human Side of Estate Planning/Psychology of Estate Planning, Paul Hood

REGISTRATION DETAILS

Early Bird Registration for SAEPC or other NAEPC Members

$175 for Full Day OR $115 for Morning or Afternoon Session 

Early Bird Registration for non-SAEPC Members

$250 for Full Day OR $165 for Morning or Afternoon Session 

Registration after December 20, 2020 for SAEPC or other NAEPC Members

$250 for Full Day OR $175 for Morning or Afternoon Session 

Registration after December 20, 2020 for non-SAEPC Members

$350 for Full Day OR $225 for Morning or Afternoon Session 

Register Now

Registration includes:

• Access to speaker’s presentation materials
• Qualify for up to 320 minutes for the full-day conference (dependent on the certifying authority, check with your licensing or certification authority)
• Swag bag sponsored by Fleming & Curti delivered to address provided at registration

Please register below

You’ll receive a return email confirmation and reminder emails of the day’s event. Once handouts for this program have been made available to us, they will be uploaded below.

SPEAKERS

Samuel Donaldson, Professor, Georgia State University College of Law

Prior to joining GSU Law in 2012, Professor Donaldson was on the faculty at the University of Washington School of Law in Seattle for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. Professor Donaldson served for two years as Associate Dean for Academic Administration and for six years as the Director of the law school’s Graduate Program in Taxation.

Professor Donaldson teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility. He is a nationally recognized speaker on federal taxation and estate planning at professional conferences and continuing education seminars.

Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer.

Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law.

An amateur crossword constructor, Professor Donaldson’s puzzles have been published in The New York Times, The Washington Post, The Wall Street Journal, and other outlets.

L. Paul Hood, Jr., Speaker/Author/Consultant; Vice-President, Thompson & Associates

Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center. Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. Paul has authored or co-authored seven books and over 500 professional articles on estate and tax planning and business valuation. A frequent contributor to Leimberg Information Services since its inception, Paul is a highly sought after speaker and consultant because of his innate ability to see through the complexity and explain difficult and even boring subjects in understandable and entertaining language and mince no words in doing so. Along the way, Paul’s been a father, lawyer, trustee, director, president, partner, trust protector, director of planned giving, expert witness, agent, professor, judge, juror and a defendant, and he uses his experience in these myriad roles to guide others.

PROGRAM DESCRIPTIONS

The Estate Planner’s Income Tax Playbook, Sam Donaldson

More than ever, modern estate planning is about planning for the federal income tax. Practitioners need to have a good handle on basic federal income tax rules. This session reviews planning opportunities and the hidden traps that crop up in traditional estate planning. 

Property Powers of Attorney: Are You Aiding and Abetting Legalized Theft? Paul Hood

Just about all estate planners preach to their clients (and anyone else who will listen) about the efficacies of durable property powers of attorney, i.e., avoidance of a conservatorship or guardianship proceeding. But recent case law and statistics suggest a growing trend of abuse of property powers of attorney, particularly around the edge of capacity. Paul will discuss:

• Ways to minimize the potential for mischief with property powers of attorney 

• The anatomy of a property power of attorney 

• Blended family powers of attorney traps for the unwary

• Ways to hold the agent accountable

• Ways to “encourage” third parties to accept property powers of attorney

• Use of escrow arrangements to hold property powers of attorney.

Forms and clauses provided.

Federal Income Tax Update, Sam Donaldson

Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and  legislation from the past 12 months in the federal income, estate, and gift tax laws. 

Human Side of Estate Planning/Psychology of Estate Planning, Paul Hood 

Human Side of Estate Planning/Psychology of Estate Planning- Paul will discuss the psychological factors at play for both clients/donors and estate planners/development professionals alike. He will introduce three psychological phenomena (transference, countertransference and triangles) at work in every day estate/charitable planning encounters. He will discuss death anxiety, mortality salience (fear of talking about death) and the 12 distinct fears that clients/donors can have about estate/charitable planning. He will introduce motivational interviewing and appreciative inquiry, which are tools that can assist clients/donors in the planning process.

This one hour presentation will address these questions:

·         Have you ever wondered why people act the way they do in estate planning?

·         Did you know that clients can have as many as 12 distinct fears in estate planning?

·         Do you know the obstacles that stand in the path of a “good estate planning result?”

·         Have you ever wondered what clients/donors go through psychologically in estate/charitable planning?

·         Did you know that estate/charitable planners aren’t exempt from the psychological ramifications of discussing death and bring their own baggage into the planning process?

·         Have you been looking for tools and resources that will help you understand clients/donors better and help them conclude their planning?

Cancellation policy

Cancellation by 1/15/20 — Refund minus $100

Any time through 1/15/20, a registration may be transferred to another person for $60 plus any applicable difference in fees.

After 1/15/20, no refunds or transfers

Any cancellations mailed in must be received on or before the cancellation deadline date. All cancellations must be in writing.

The full-day registration is a package fee. Cancellation policy applies to purchases of only morning and afternoon sessions. There are no adjustments for attending only a portion of the presentation.