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Blank Rome partner&nbsp;<a href="/people/sean-r-weissbart/" id="19019">Sean R. Weissbart</a>&nbsp;and associate&nbsp;<a href="/people/kyle-g-durante/" id="18893">Kyle G. Durante</a>&nbsp;will serve as speakers for&nbsp;the&nbsp;<a href="https://law.nd.edu/for-alumni/alumni-resources/tax-and-estate-planning-institute/">49th Annual Notre Dame Tax &amp; Estate Planning Institute</a>, being held September 20 through 22, 2023, in South Bend, Indiana.

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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.

Trust Basis and Promissory Notes in Life and at Death for Grantor Trusts

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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, Non-marital 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

“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

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For more information and to register, please visit the&nbsp;<a href="https://law.nd.edu/for-alumni/alumni-resources/tax-and-estate-planning-institute/">event webpage</a>&nbsp;or view the&nbsp;<a href="https://www.blankrome.com/sites/default/files/2023-07/49th%20Annual%20Notre%20Dame%20Tax%20%26%20Estate%20Planning%20Institute%20Brochure%20-%20September%202023.pdf">brochure</a>.

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

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

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