Events
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Love, Marriage, Dissolution, and Estate Planning: The Interplay Between Matrimonial Law and Taxation

49th Annual Notre Dame Tax & Estate Planning Institute


Century Center Convention Center
120 Dr Martin Luther King Jr. Blvd
South Bend, IN

Blank Rome partner Sean R. Weissbart and associate Kyle G. Durante will serve as speakers for the 49th Annual Notre Dame Tax & Estate Planning Institute, being held September 20 through 22, 2023, in South Bend, Indiana.

ABOUT THE INSTITUTE

The Institute offers topics that cover both transfer tax savings and practical topics, relevant for a broad range of clients, even for clients who are not exposed to the estate tax. By allocating 60 minutes to each session, the speakers will be able to provide a brief review of the fundamental principles and factual background a topic will be using.

Sean and Kyle’s session, “Love, Marriage, Dissolution, and Estate Planning: The Interplay Between Matrimonial Law and Taxation,” will take place Friday, September 22, from 9:10 to 10:10 a.m.

Other sessions include:

  • Trust Basis and Promissory Notes in Life and at Death for Grantor Trusts
  • Ethical Considerations When Representing Vulnerable Adults
  • Current Developments of Importance to Estate Planners
  • Drafting SLATs, GRATs, IDGTs, and Other Irrevocable Trusts
  • Tax and Non-Tax Planning for Passing on the Closely Held Business
  • Practical Navigation of Estate and Gift Tax Audits Post COVID: The World has Changed, and so has the Audit Mindset
  • Powerful Trust Laws to Combat Future Uncertainties: The Need for Flexibility
  • Charitable Planning Using Non-Charitable Trusts
  • Yes Virginia, Trustees Do Have a Duty to Minimize State Income Taxes on Trusts
  • Winning at the Section 2702 Table When Playing against the IRS
  • Valuation of Life Insurance Policies for Estate Planning, Life Settlements, and Transfers to Entities: Perceived Valuation Myths
  • Defining Descendants: Adoption, Stepchildren, Nonmarital Children, Foster Children, Posthumous Descendants, and Assisted Reproductive Technology
  • The Corporate Transparency Act: What Every Estate Planner Needs to Know
  • Flexibility and Planning Opportunities with Estate Planning in Mind: Using Check the Box Elections
  • Planning for and with QTIPs
  • “La Commedia e’ Finita!” Ending the Attorney Client Relationship without Tears
  • What Does it Mean to be a Trusted “Advisor,” and How Does that Help Us to Have Careers That are Wholesome and Enriching?
  • Death Administration of Retirement Accounts after SECURE 2.0
  • Communicating Estate Planning Proposals Using Financial Modeling
  • Strategies That Work Better with Higher Interest Rates
  • Debt Refinancing for Encumbered Real Estate: Increasing the Income Tax Basis Step-up after the Freeze Has Been Implemented
  • Using Installment Sales to Non-Grantor Trusts to Defer Reporting the Gain from the Sale of Business Interests
  • Breaking Old Habits: Revisiting Tax Driven Restrictions when Naming a Trustee
  • Notre Dame 2023: Review of Conference Presentations and Key Takeaways
  • Factors to Consider When Choosing the Jurisdiction for a Trust

For more information and to register, please visit the event webpage or view the brochure.