2020 AIFT Program Schedule


Wednesday, June 17, 2020 

7:30 a.m. Registration and Continental Breakfast
MORNING SESSION Greg Watts, Co-Chair, Presiding Trustee
8:30 a.m.

"Issues with Grantor Trusts"

Charles D. Fox, IV; McGuireWoods LLP; Charlottesville, VA

10:00 a.m.

Coffee Break

 10:15 a.m.

 "Business Succession Planning"

Charles A. "Clary" Redd; Stinson Leonard Street LLP; St. Louis, MO

11:45 a.m. Lunch on your own
AFTERNOON SESSION Hank Hutchinson, Presiding Trustee
1:00 p.m.

Topic: "Recent Developments in Estate, Gift, and Trust Taxation"

Samuel A Donaldson; Georgia State University; Atlanta, GA

2:15 p.m.

Coffee Break

2:30 p.m.

Topic: "Financial Issues for the Recent Widow or Widower"

Jeremiah "Jere" Doyle; BNY Mellon Wealth Management; Boston, MA

4:00 p.m.

Coffee Break

4:15 p.m.

"Life Settlement Legal and Ethical Responsibility"

Jamie Mendelsohn; Ashar Group; Orlando, FL

5:15 p.m. Recess

Thursday, June 18, 2020

7:30 a.m. Continental Breakfast
MORNING SESSION Myra Roberts; Co-Chair; Presiding Trustee
8:30 a.m.

"Recent Developments in Income Taxation"

David N. DeJong; Steing, Sperling, Bennett, DeJong, Driscoll, PC; Rockville, MD

10:00 a.m. Coffee Break
10:15 a.m.

"Buying and Selling S Corps after TCJA"

Aaron P. Nocjar; Steptoe; Washington, DC

11:45 a.m. Luncheon Provided by AIFT, by RSVP only at the time of registration.
AFTERNOON SESSION Bradley Sklar, Presiding Trustee
1:00 p.m.

"LLC Termination"

Sasha Klein; Proskauer; Boca Raton, FL

Mark R. Parthemer; Bessemer Trust; Palm Beach, FL

2:30 p.m.

Coffee Break

2:45 p.m.

"Ethics Refresher Illustrated Via the Partnership Audit Rules"

Christopher Rizek; Caplin and Drysdale; Washington, DC

4:00 p.m.

"Alabama Department of Revenue Discussion"

Bruce P. Ely; Bradley Arant Coult Cummings, LLP; Birmingham, AL

Joe W. Garrett, Jr.; Alabama Department of Revenue; Montgomery, AL

Curtis E. Stewart; Alabama Department of Revenue; Montgomery, AL

5:15 p.m.


Friday, June 20, 2020

7:30 a.m. Continental Breakfast
MORNING SESSION R. Eugene Clenney, Presiding Trustee
8:30 a.m.

"Estate Planning"

Cynthia Lamar-Hart; Maynard Cooper & Gale; Birmingham, AL

9:30 a.m.

"Tax Reform and Partnerships"

James "Jim" Sowell; KPMG; Washington, DC

10:30 a.m. Coffee Break
10:45 a.m.

Topic: To Be Determined

David D. Aughtry; Chamberlain, Hrdlicka, White, Williams & Aughtry; Atlanta, GA

12:00 p.m. Adjourned


Learn More


For more information, contact Keslie Fendley, Program Coordinator, at kcfendley@ccs.ua.edu or 205-348-2325.