ABOUT THE INSTITUTE

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.

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, 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
  • 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.